industry goals. increase customer satisfaction on-time, on-budget, within scope ensure high...

Industry Goals

Industry Goals

Increase Customer Satisfaction On-Time, On-Budget, Within Scope Ensure High Quality Delivery

Increase Margins Drive Efficiencies into Bid Process Improve Project Controls and

Schedule Mgmt

Effectively Manage Risk Provide Timely, Accurate

Information to Everyone Improve Productivity of All

Resources

Increase Customer Satisfaction Budgeting, Forecasting, Workplan

Execution Change Management

Increase Margins Project Templates: Lessons

Learned, Standards for WBS & Estimates

Change Management

Effectively Manage Risk Project Execution, Issue & Change

Management, Resource Management, Performance Reporting

Goal Solution Area

The Oracle SolutionETO/Project Manufacturing

Footprint

Engineer to Order Industry Footprint

FinancialsFinancials

HRHR

Time & LaborTime & Labor

SalesSales

Supply ChainSupply Chain

DocumentsDocuments

3rd Party Oracle Solutions

Project IntelligenceProject Intelligence

ProjectCollaboration

ProjectCollaboration

Project Costing& Billing

Project Costing& Billing

ProjectManufacturing

ProjectManufacturing

ProjectManagement

ProjectManagement

GlobalProject

Repository

GlobalProject

Repository

Discrete ManufacturingDiscrete Manufacturing

Bill Of MaterialsBill Of Materials

Project Portfolio AnalysisProject Portfolio AnalysisScheduling(Primavera,Artemis etc.

PDM(E-Matrix etc.)

APSAPS

CAD(Tribon,

Intergraph etc.)

WorkResourcesFinances

WorkResourcesFinances

• Updates• Forecasting • Changes• Billings• Capitalization

Bid / PlanningPhase

Bid / PlanningPhase

Project ExecutionProject ExecutionProject ControlProject Control

• Metrics• KPI’s• Reports

Analysis /Close-outAnalysis /Close-out

Project SelectionProject Selection

• Objectives• Scenarios• Portfolios

The ETO LifecycleETO/Project Manufacturing Core Processes

• Historical Bid• BOM integration• Workplans /

Resources• Budgeting

• Initiate Procurement• Initiate MDS• Actuals & progress roll-up

from mfg

WorkResourcesFinances

WorkResourcesFinances

• Updates• Forecasting • Changes• Billings• Capitalization

• Historical Bid• BOM integration• Workplans /

Resources• Budgeting

Bid / PlanningPhase

Bid / PlanningPhase

Project ExecutionProject ExecutionProject ControlProject Control

• Metrics• KPI’s• Reports

Analysis /Close-outAnalysis /Close-out

Project SelectionProject Selection

• Objectives• Scenarios• Portfolios

The ETO LifecycleBid / Planning Phase

• Initiate Procurement• Initiate MDS• Actuals & progress roll-up

from mfg

Bid / Planning PhaseStreamlined Bid Preparation & BOM Integration

Leverage historical data (Project Templates):

– Update Templates from lessons learned during close-out

– Update standard WBS and schedules

– Include existing estimates– Project linked to Manufacturing

BOM Quickly assemble new bid/estimate

– Schedule and rapidly adjust plan – Roll-up resources from BOM*– Roll estimate data into budget for

project execution phase

Historical Bid Historical Bid & Project & Project

InformationInformation

Roll-up Roll-up Workplan Workplan

resources to resources to budgetsbudgets

Generate Generate Bid/EstimateBid/Estimate

Resource Resource data from data from

mfg to mfg to ProjectsProjects

* Partial custom

Leverage Manufacturing Integration

Project ResourceManagement

ProjectCollaboration

Project Costing Project Billing

ProjectManagement

Project Portfolio Analysis*Project Portfolio Analysis*

GlobalProject

Repository

Projects Intelligence

Integration to Manufacturing

Project Manufacturing

Leverage Manufacturing Integration

Project ResourceManagement

ProjectCollaboration

Project Costing Project Billing

ProjectManagement

Project Portfolio Planning*Project Portfolio Planning*

GlobalProject

Repository

Projects Intelligence

Integration to Manufacturing

Project Manufacturing

ITEM/BOM/Routing

R

Process:• Link Item to Project (Deliverable)• Extract resource data (Items, People,

Equipment, & Financial Elements) from BOM*

• Import of resource data into project Task Assignment (TA API)*

* Partial custom

Project Templates address standardization of Work Definition, Progressing & Reporting

In an ETO environment, Project Deliverables drive integration to Manufacturing through links to items (sub-assemblies) and integration to Procurement.

Budgeting Process

Bid / Planning PhaseLeverage Workplan to Budget Integration

Budget generation based on resource schedule or workplan

– Cost amounts based on quantity using rate schedules and burden multipliers

– Revenue amounts based on revenue accrual method (work-based, cost-based, event-based)

Streamlined data entry– Automatic extension of quantities into cost /

revenue amounts based on actual or planning rates

– Entry of lump sum amounts across periods using predefined spread curves

– Varying periods for data entry Flexible budgeting options

– At any level of task or resource– Financial plan comparison– Multiple currencies

Budget

Streamlined Data Entry

Resources Workplans

WorkResourcesFinances

WorkResourcesFinances

• Updates• Forecasting • Changes• Billings• Capitalization

Bid / PlanningPhase

Bid / PlanningPhase

Project ExecutionProject ExecutionProject ControlProject Control

• Metrics• KPI’s• Reports

Analysis /Close-outAnalysis /Close-out

Project SelectionProject Selection

• Objectives• Scenarios• Portfolios

The ETO LifecycleProject Execution

• Historical Bid• BOM integration• Workplans /

Resources• Budgeting

• Initiate Procurement• Initiate MDS• Actuals & progress roll-up

from mfg

Project Execution

Project ExecutionFocused on execution

Initiate Procurement Initiate Manufacturing Scheduling &

Shipping Roll-up Actuals & progress* from

Manufacturing* Partial custom

Initiate Initiate Procurement, Procurement,

MDS & MDS & Shipping Shipping

from from WorkplanWorkplan

Roll-up Roll-up actuals & actuals & progress progress from Mfgfrom Mfg

Project Execution Execution and Financial Structure Support

Support All Operational Structures– Shared workplan and financial

structure – Partially shared workplan and

financial structure– Mapped workplan and financial

structures– Separate workplan and financial

structures Rollup of Workplan and Financial

Structure– Rollup Effort (Planned, Remaining

Effort) from Workplan to Financial Structure for Budgeting and Forecasting

– Rollup Progress from Workplan to Financial Structure

Definition and updates of structures in web interface

WorkplanStructure

Tasks

FinancialStructure

Categories

Shared Mapped Separate

Planning & Execution

Progressing of ETC and % Complete supports Earned Value & Forecasting

Integration to Procurement

Integration to Procurement

Project ResourceManagement

ProjectCollaboration

Project Costing Project Billing

ProjectManagement

Project Portfolio Planning*Project Portfolio Planning*

GlobalProject

Repository

Projects Intelligence

Procurement Deliverable scheduled within Workplan (or Financial Plan) initiates a Purchase Requisition

Integration to Procurement

Procurement

Create Deliverables and their associated

actions

Procurement Action created

Choose Expense (1) or..

…or Inventory(2)

Initiate Purchase Requisition

Initiate Purchase Requisition

Integration to Manufacturing

Integration to Manufacturing – MDS/Shipping

Project ResourceManagement

ProjectCollaboration

Project Costing Project Billing

ProjectManagement

Project Portfolio Planning*Project Portfolio Planning*

GlobalProject

Repository

Projects Intelligence

Push to Manufacturing Schedule and initiate Shipping

Integration to Manufacturing

Project Manufacturing

MDS & Shipping

(2) Demand Initiated from Projects to Manufacturing

(1) Initiate demand

Discrete Manufacturing

Your input needed here!

Deliverables Progress

Integration to Manufacturing - Progress

Project ResourceManagement

ProjectCollaboration

Project Costing Project Billing

ProjectManagement

Project Portfolio Planning*Project Portfolio Planning*

GlobalProject

Repository

Projects Intelligence

Integration to Manufacturing

Project Manufacturing

ITEM/BOM/Routing

R

* New to 11i10.** Custom to call API

Progress is collected against an operation* on a WIP job.Progress rolled up to project via API**

WorkResourcesFinances

WorkResourcesFinances

• Updates• Forecasting • Changes• Billings• Capitalization

Bid / PlanningPhase

Bid / PlanningPhase

Project ExecutionProject ExecutionProject ControlProject Control

• Metrics• KPI’s• Reports

Analysis /Close-outAnalysis /Close-out

Project SelectionProject Selection

• Objectives• Scenarios• Portfolios

The ETO LifecycleProject Control

• Historical Bid• BOM integration• Workplans /

Resources• Budgeting

• Initiate Procurement• Initiate MDS• Actuals & progress roll-up

from mfg

Forecasting

Project ControlFocused on execution & re-forecasting

Enter & roll-up* progress from Manufacturing

Re-forecast* Partial custom

Enter & roll-Enter & roll-up progress up progress

from Mfgfrom Mfg

Re-forecast Re-forecast from from

workplan workplan changeschanges

Project ControlStreamlined Forecasts

Forecast (EAC) = Actuals + ETC ETC based on:

– Earned value– Percent complete– Future budget amounts– Future resource schedule– Work quantity– Workplan– Remaining effort– Open commitments– Change documents

Compare variances to prior forecasts Automatic creation of initial forecast on

baseline of approved budget Adjust quantity, rates, cost or revenue

by percentage across planning elements

Actual & Future Costs

Percent Complete

Changes

Initial Budget

Forecast

Leverage Forecasting Model

Editing Forecast Amounts Automatic recalculation of amounts based on changes to

quantity, cost or bill rates Allow updates to quantity, cost, or revenue amounts Allow overrides of cost and / or bill rates

Comparing forecasts with other plans original baseline current baseline other plan versions of the same or different plan types

Will add a screenshot here

Comparison of Forecast & Budget

Versions

Actual Costs vs Budget vs Forecast

Actual Costs vs Budget vs Forecast –

by WBS/Task

Actual Costs vs Budget vs Forecast -

by Resource

Earned Value Analysis supports

trends and Forecasting

Project Control Billing Review

Project Control Billing Review

Change

Request

IssueChange

Order

•Define Issue

•Collaborate

•Resolve

•Does Issue result in Project Change?

•Create Change Request

•Copy Issue

•Define Impact

•Approve

•Create Change Order

•Include Change Requests

•Approve

•Implement Impact

Project Control Issue and Change Management

WorkResourcesFinances

WorkResourcesFinances

• Updates• Forecasting • Changes• Billings• Capitalization

Bid / PlanningPhase

Bid / PlanningPhase

Project ExecutionProject ExecutionProject ControlProject Control

• Metrics• KPI’s• Reports

Analysis /Close-outAnalysis /Close-out

Project SelectionProject Selection

• Objectives• Scenarios• Portfolios

The ETO LifecycleAnalysis & Close-out

• Historical Bid• BOM integration• Workplans /

Resources• Budgeting

• Initiate Procurement• Initiate MDS• Actuals & progress roll-up

from mfg

Analysis / Close-outPerformance Reporting

Visibility across all levels of project

Multiple reports– Report Financial Info and Earned

Value – Configurability with Graphs and

Drilldown– Analysis by WBS, RBS, Period – Report Project and Project

Functional Currencies

Drilldown from Project Intelligence

Enhanced Project Status Inquiry in web interface

ResourcesWork

Project

Analysis / Close-outKey Performance Metrics