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Oracles Primavera Project Portfolio Management Technology Overview and Vision

March 2011
Dick Faris Senior Vice President, Primavera GBU

Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.

Agenda
Brief Overview
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Introduction to P6 Analytics
Whats New in P6 Release 8

Managing Change in a World of Constant Change

Dicks Picks 2011

Oracle Primavera Solution Footprint

Business Intelligence / Analytics / P6 Reporting Database / Reporting

Business Process Management Portfolio Management

Budgeting / Planning Evaluation and Selection Portfolio Rationalization Benefits Realization

P6
Project Management Risk Management Project Scheduling Resource Management

Contract Management Risk Analysis

Oracle Universal Content Management

(or other content management system)

User Productivity Kit ERP Integrations: E-Business Suite, Peoplesoft, JDE, Fusion, SAP Other Integrations (CRM, Contracts, GRC, Agile PLM, EAM) Administration and User Management

What is P6 Analytics?
Interactive Dashboards Reporting & Publishing Ad-hoc Analysis

Built on combination of P6 Reporting Database & Oracle Business Intelligence (BI) Suite
Provides out of the box interactive dashboards Delivers a rich metadata layer for ad-hoc report/dashboard creation by business users

Proactive Detection and Alerts

Disconnected Analytics

MS Office Plug-in

Primavera P6 Analytics
80+ prebuilt, interactive

Oracle BI Server
Integrated Security Multidimensional Calculation and

dashboard
Project information model

Integration Engine
Intelligent Request Generation &

(metadata) for Ad hoc analysis Custom configured dimensions

Optimized Data Access Services

Primavera P6 Reporting Database

Project, Activity, and Resource Stars

Operational Data Store

(ODS)

ETL Process

Primavera P6 Enterprise Project Portfolio Management

Who is P6 Analytics For?

Business Decision Makers (from C-Level on down)
What projects should we work on? How are my dollars and resources aligned to strategy? What is my organizations project performance?

PMO
What projects are in the pipeline? What are the early warning indicators? What are the trends over time? How good are we at PPM governance? Do we have the skills to execute on our projects?

Who is P6 Analytics For?

Program/Project Managers
What is causing my project performance and trends? What areas need my attention? Is upcoming project work staffed? Are there over-allocated resources on my project that could cause delays?

Resource Managers
What is the utilization of my resources? What upcoming demand is needed? How are resources performing by location, department and role? What projects are causing my resources to be overallocated?

P6 Analytics Benefits
Any Interaction Style
Interactive Analysis
Drill anywhere visualization

Published Reporting
Page-Oriented, High Volume, Pixel-Perfect

Smart Office Access

Secure Integration with Microsoft Office

Dashboards and Scorecards

Role-based and Personalized

Dashboards

P6 Analytics dashboard providing further information on project performance

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Dashboard View: Performance Trends

Analyze performance for all projects

Briefing book captures point in time reports for later reference

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On the Fly Analysis

Slice information on the fly for agile analysis

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P6 Analytics Complements P6 EPPM

Key Differences Capable of blending project data from multiple sources Manage by exception
Best/Worst performing projects Over/Under Allocated resources for next X months Conditional formatting (Cell/text coloring and style)

Resource Centric dashboards and views Deliver resource information in formats that make sense to each role (e.g. Utilization percent for resources and roles) Unique slicing capabilities, pivoting, P3 matrix type reporting Historic snapshots
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Using P6 and Oracle Spatial Together

Using P6 and Oracle Spatial Together

Using P6 and Oracle Spatial Together

Using P6 and Oracle Spatial Together

Using Primavera P6 and Oracle UCM Together

UCM:
Document management, Web content management, digital asset management, records retention View, collaborate on or retire content Ensure all information is secure, accurate, up-to-date

Primavera P6 v7:
UCM documents accessed from and added to a project

AutoVue + Primavera P6

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Oracle UCM, AutoVue and Primavera

Universal Content Management (UCM) PT77A PT52B

Project
4g Power Set 900kw

Activity
Details of Phase VII (Launch) Milestone

Task
Review Pump Design

Mapping Doc ID PT52B Task

Review Pump Design

2. Repository for context (activity, task, etc.)

Invoke AutoVue from Primavera P6 UI (context sensitive)

3. mapping documents to context

1. Repository for
drawings and documents
VueLink for UCM

Introducing the Best in Process Automation

Integration of P6 with Oracle BPM Suite Services Oriented Architecture (SOA)
Event-enabled Expanded Web Services in P6 r8

BPM Foundation

Integration to Oracle Unified BPM 11g

Complete, graphical workflow Forms Mobility

BPM Suite 11g

Enables end-to-end business process integration

Process participants can perform all actions from within P6
Launch. Act Upon. Monitor

New Workflow Capabilities for Primavera

The new face of Primavera isanything you want it to be.

New Workflow Capabilities for Primavera

Standards-based (BPMN/BPEL) orchestration within unified IDE

PPM Business Process Automation

Notification and exception handling

If a new activity has been added If project status changes If project code value changes If certain metrics value changes by more than x% If project baseline has been changed If a resource on resource team XYZ should become over allocated If activity feedback is added If a key milestones target date is within X weeks

PPM Business Process Automation

Streamlining and extending P6-specific processes

Request and grant P6 user access Staff resources for project assignments Perform tollgate milestone review Escalate issue to management Release risk contingency Accept scope change for schedule re-baseline Collect tentative progress updates from field Closeout and archive completed project Initiate new project proposal

PPM Business Process Automation

Real-world processes span applications
End-to-end Business Process

Customer Relationship Management

Sales and Marketing

Project Planning

Manufacturing
producti DB nfo. MES

Inventory & Logistics

Finance & HR

CRM

SFA

Prodict

PPM

SCM ERP.

LMS

B2B Inv MGMT

ERP

Enterprise Infrastructure

BPM models, simulates, executes, manages, monitors, & optimizes those Business Processes.

PPM Business Process Automation

Real-world processes span applications

Procurement
Supply chain application triggers workflow when delivery date slips and should be reflected within P6 schedule.

IT Service Management
Critical IT incident captured within help desk application spawns new P6 project activities and resource assignments.

Asset Management
Equipment failure noted within work order system suggests re-prioritization of schedule sequence within P6.

Human Resources
Newly hired project lead granted access to P6 by completing on-boarding process guide.

Project Templates

Oracle confidential internal only

Project Template help establish and share best practices

Security (Users, Profiles, OBS) Admin Preferences Admin Categories User Preferences

Maintained centrally within P6

Easily convert star projects into templates & share across the enterprise

Templates and projects share common dictionaries

Roles Resources Resource, Project, Activity Codes User defined fields Activity Step Templates Resource Curves Currencies Cost Accounts

Primavera P6 Reporting Database Whats New in Release 2.0

4 new star schemas
Projects, Project history, Resource utilization and Resource assignments

Improved ETL performance and reliability

Parallel processing and quicker load times

Primavera P6 security is inherited at the star schema level Project, activity & resource codes are now available as customizable dimensions in the star schemas Updated Operational Data Store (ODS) for operational reporting includes the Work Breakdown Structure (WBS) hierarchy Daily spreads for activity and resource assignments

BI Publisher provides robust web based reporting & improves situational awareness
Access & act on information quickly

View, run and schedule reports within P6 EPPM Publish reports in multiple formats
P6

Multiple delivery methods Schedule & deliver reports automatically Ability to pass parameters

Enterprise Reporting

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Enterprise Reporting

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Enterprise Reporting

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UPK P6 Tutorials

P6 Online Help is now UPK ready

Sample content included

Review the details of risk scoring matrix

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UPK Try It! Mode

Learn by practicing in simulated environment with guidance

Review the details of risk scoring matrix

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UPK Do It! Mode

Follow step-by-step instructions while performing actions within live product

Review the details of risk scoring matrix

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100% Web

User Administration

Copy/paste users

Export to Excel
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Dictionaries

Print Calendars

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EPS Functionality: Birds eye view of projects

Tabular or Graphical timeline view of all projects Improves visibility, analysis, & reporting Group by multiple project attributes such as EPS, Portfolios, Project Codes, UDFs, or dates. EPS hierarchy & Node management Add/ Delete Project
Organize projects in programs, using multi level structures

A Better Way to Manage Resources

Quick view to each assignments calendar

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A Better Way to Manage Resources

A web-based view that focuses on resource assignments

Group by Resource, Resource Code, Resource Team, Role, Role Team

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A Better Way to Schedule

Robust filtering

Unlimited, nested criteria

Shared filters Apply to preview changes

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Improved Collaboration & User Experience

Email Views Send activity view links via email to communicate project information

Access all activity related information, including Issues & Risks

User Experience Enhancement Status activities view Calendar & Network view Type Ahead support Hover-over support for fields Personalization of toolbars

Type Ahead to quickly find & assign attributes

Preview changes to activity views

P6 Client Split Screen / Tiled & Tabbed Views

Tile horizontally, vertically, or a combination of both

Time-Scaled Logic Diagram P6 Client

Integrated Risk Management Module

Risk Register Industry standard risk identification & assessment Moves risk management out of Excel & into the system of record Risk Response Planning Create multiple response plans with detailed actions Create an active risk management feedback loop
Integrated Risk Response Planning

Integrated Risk Management Module

Manage Risks across multiprojects Group and view risks across multiple projects (portfolio risk view)

Scoring matrix delivers framework for evaluating overall risk exposure

Risk Scoring Matrix Model any corporate risk scoring matrix in P6 with user-defined impact thresholds

Schedule Checker improves project schedule quality

Schedule checks 14 point assessment with configurable thresholds

Schedule check report

Performance and Scalability

Improvements over P6 v7
P6 R8 can process 6 times as many transactions per second 20% improvement in Application server CPU utilization 40% improvement in Database server CPU utilization 25% improvement in summarization times 30% improvement in leveling times 70% improvement in scheduling times

Loading Activities
Version 6 limit of 5,000 activities Version 7 limit of 15,000 activities Version 8 limit of 100,000 activities

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Managing Change in a World of Constant Change

March 2011
Dick Faris Senior Vice President, Primavera GBU

Increasingly Rapid Rate of Change

Technology Adoption
Telephone: 45 years to reach 50% adoption, 75 years to reach 90% Color TV: 13 years to reach 50% adoption, 25 years to reach 90% VCR: 5 years to reach 50% adoption, 25 years to reach 90% Cell phone: 13 years to reach 50% adoption, 18 years to reach 90%

New York Times, 12 Feb. 2008

Growth of Social Networking

When will project management respond to rate of change and explosion of information?
Top Down

Central Control

Baseline Plans

Progress Measurement & Reporting

How does the real world accommodate change?

Avoid it
Deny it Control it

Tolerate it
Encourage it Understand it

Embrace it

What are the human consequences of change?

Dissatisfaction Burnout

Frustration

Stress Destruction

Obstruction

Loss of Experience

Talent Flight

So why do we as project managers resist change?

1 2 3 4 5 6

Messy Reporting is impossible Hard to control Hard work to re-plan Hard enough to build one baseline Cant measure performance

But if change is good why do we resist it?

1 2 3 4 5 6

Loss of authority Loss of control Creates more work for us Our tools dont support change Cant keep all the possibilities in mind Moving target is hard to hit

So maybe we need better sights on our PPM weapons to deliver

Tools that are built to handle collaboration Tools that treat change as inevitable and desirable Experienced people who can use the new tools well
Platform

Processes

Customer Results

People

Partners

Do we really want to know what is going on? Probably not!

Our contracts deny change will happen
We dont really value input. Our tools focus on schedule and cost only Does anyone really use earned value for forecasting?

Where does the scope enter into the control picture? Where are the quality metrics?

A New Proposition: Two Heads Are Better Than One

Collaboration is the key to better results We can have tools that help us collaborate not litigate We can have tools that help us consider possibilities We can have tools that triangulate schedule, cost and scope. We can tolerate more input like our kids do We can live in the moment and trust the outcome

Change Is Just More Work

It happens because we know something now and may want to accommodate it to make something better

Based on what we know now, what should we do?

Lets get more feedback and analysis of schedule, cost and scope

Scope & Quality: Two Sides of the Same Coin

All Of this depends On intelligence
Client

QxS=TxC
Suppliers
Quality x Scope = Time x Cost

Project Team Members

Contractors

Project Management

Thanks to Kieran and Timberlake for QxS=TxC

But Ultimately It Is About People

People need to embrace change People need to seek candor (including bad news)

People need a way to collaborate quickly

People need to seek advice and opinions

Our Only Hope for the Future: Plan, Revise, Re-plan, Revise, Re-plan, Revise
Need to evaluate Revise scope changes Plan relative to the Re-plan quality of the But when we know desired result Revise we need to adjust
Revise
Re-plan Re-plan Revise

We dont know yet what we dont know

We need to solicit contrary opinions and advice

Need to adjust quickly

Virtual Design and Construction (VDC) Is a Good Example

Project teams can build a single objective and mindset across the team Problems can be solved rapidly by co-located teams Latency (time delay) of decision-making can be reduced Teams collaborate as if they all worked for the project not their individual firms Result is faster delivery and greater satisfaction of the project owner Good examples are growing in number in aerospace and high tech projects

Results of Project Management Embracing Change

Better projects Higher client satisfaction with the outcome Rapid response to changing circumstances Greater success Appreciation for project management for leading the future

Dicks Picks 2011

Tablets replacing Laptops Cloud Computing Mobile apps Social Networking in EPPM Touchscreens Flexible screens Smart Phones replacing Laptops

These predictions are the personal opinions of Dick Faris and do not necessarily represent the opinions of Oracle
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Dicks Picks 2011 - Tablets Replace Laptops Android

Ipad Tablets

Motorola Xoom RIM Playbook

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Dicks Picks 2011 Cloud Computing

Dicks Picks 2011 - Mobile apps

What Activities are underway with 100m of me? Let me see a job photo taken here 2 weeks ago?

Where is the Electrician?

Let me know when another project uses Resource A.

Dicks Picks 2011 - Social Networking in EPPM

Who has worked with Subcontractor ABC? Has anyone used technology XYZ?

Who do I see in Finance to get a supplier paid?

Let me know when another project uses Resource A.

Dicks Picks 2011 Touch Screens

Touch interface connected to BIM could be compelling

Dicks Picks 2011 Flexible Computer Screens

Dicks Picks 2011 - Smart Phones Replace Laptops

Motorola Atrix 4G sports a powerful processor and laptop dock

RIM Playbook
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