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Page 1: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 1

Page 2: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Instantis EnterpriseTrack Configuration Best Practices and Tips Overview

April 2014

Page 3: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 3

Agenda

New tools

What is Fast Track

Configuration settings

Improved configuration workbench

Benefits

Page 4: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 4

Assumptions

Some Instantis deployment knowledge

Basic Instantis configuration and administration experience

Page 5: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 5

New Tools

FastTracks -- Instantis 8.7 includes Fast Track for IT PPM

Improved configuration workbench

Page 6: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 6

Instantis EnterpriseTrack Configurability

User

Project

Industry

Enterprise

Web 2.0 UI Personalization

Work Objects™ Configurable Building Blocks

Industry Templates

Multi-initiative capability

Configurability meets Convenience FastTrack + Config Workbench accelerates deployment flexibility and

TTV for global business scalability

Page 7: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 7

Deployment Model

Page 8: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 8

Before:

Customer

Instantis

Business

needs

Requirements

Gathering

Config Tool

(xls) Build/URL

Production

URL

Config

Approval UAT

Scalable Deployment Model

Now (with 8.7):

Partner

Oracle

Config

Workbench

Production

URL

FastTrack

Template

UAT Business

needs

Optional

Consulting

Page 9: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 9

FastTracks

Page 10: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 10

What is a Fasttrack?

• Changes configuration

process to selection of

one of the pre-built settings

vs configuration from the

ground up

• Allows for incremental

changes to achieve best fit

Selecting vs Configuring

Best Practices

• A collection of best

practices of how to

configure EnterpriseTrack,

initially for IT

• Illustration of how to

accomplish various styles

of project execution,

finances etc.

Pre-built Configuration

• A complete, packaged

configuration of

EnterpriseTrack

• Ready to import into any

v8.7 system

• Ready to use, explore,

modify to suit

Page 11: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 11

FastTrack Contents

FastTrack includes prebuilt

configuration and best practices

for: – Roles, access profiles,

permissions, etc.

– Activity types and templates

– Project plan templates

– Finance templates for various

business cases, for example top-

down and bottom up

– Recommended default settings

– Planning guide

Page 12: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 12

FastTracks for IT PPM

Basic Advanced FastTracks for IT PPM

Page 13: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 13

What does it provide?

FastTrack is a collection of configurations and best practices with the

goal to cover common IT PPM business use cases

Offers choices for customers

– Basic FastTrack is ready to use

– Advanced FastTrack for selecting the right configurations and processes

Page 14: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 14

How to use it?

Deploy

Intantis Import FastTracks Reconfigure Validate & UAT

Production

Page 15: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 15

Configuration Details

Page 16: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 16

IT PPM FastTrack Details

Advanced Basic

What is in it?

A more comprehensive set of

configuration possibilities in Project

Templates, Finances etc.

A pre-selected sub-set of the configuration

possibilities in Advanced

Configurer experience

Has to decide to select a sub-set of the

provided configuration possibilities by

turning off the un-needed ones. Will be

easier than setting up from scratch or in

Basic template.

Has to decide if the simpler, pre-packaged

sub-set matches the business need. If not,

use the Advanced template

User experience Unmodified, an end-user sees more

features and capability turned on

End user experience is simpler to begin

with. Easier to understand basic workings

of the system

Page 17: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 17

Available Configuration Settings

Advanced Basic

Project Properties

(Organization,

Classification, Custom

Fields)

Initial settings are in the form [Org 1], [Classification 1] etc.

Configurer has to do simple string renaming, enable/disable

Custom Fields to be configured, except for special Activity

Types where they are pre-provided

Makes specific settings for the

Org, Classification fields

Ideas, Proposals

Comes with default names for Idea, Proposals

Comes with Idea and Proposal evaluation criteria and

weights, configurer to review and modify

Same

Alignment trees

Pre-set with 2 alignment trees – Strategies and

Portfolios

Strategies intended for IT or business strategies

Portfolios intended to group projects into collections

Only Portfolio is enabled

Strategy settings same, can be

enabled

Page 18: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 18

Available Pre-configured Templates

Advanced Basic

Roles, Access Profiles

Permissions

5 Access Profiles, 5 Roles

Permission sets to model distinct players in portfolio workflows and

in project permission sets

same

Project Execution

(Project Templates,

Activity Templates,

Activity Types)

3 Project Types to reflect project structure: High, Medium, Low

Illustrative Project Templates for IPEC, Software Development etc

Illustration of various task-level scheduling – duration/effort based

Illustration of timesheets at task and at Project level

Subset with only 2

Project Templates

Finance Templates

Includes Global Finance Template for multi-initiative and

compatible IT Cost focused template

Illustration of Top-down Project Budgeting and Bottom-up

Budgeting

Illustration of IT Only template with expanded cost categories

Subset with only 2

Finance Templates

Page 19: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 19

Project Templates Details

Roadmaps

– 3 project types for levels of structure

Activity Templates

– Structured

– Creation Defaults

Activity Types

– List

Page 20: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 20

Project Templates

Decide how you want to execute projects, along 3 axes

– Amount of structure of the WBS

– Scheduling paradigm at activity level (duration vs effort vs others)

– Whether timesheets are at project level or at activity level

Page 21: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 21

Finance Templates

Budgeting of projects

– Top down

– Bottom Up

Illustration of various Cost data capture scenarios

– By direct manual entry into finances at element level

– Automated roll-up from timesheet effort at project level

– Automated roll-up from timesheet effort at activity level

– Automated roll-up from non-labor costs at activity level

Page 22: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 22

Finance Templates

Multi-initiative scenarios

– Compatible Global Finance template and IT Finance Template

– Incompatible IT only finance template

Modifications

– Actual names of specific elements

– Group level multiplication factors

– Use of finance approval templates

Page 23: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 23

Benefits of FastTrack

Quick start for partners, customers, and consultants with reference

base reference implementation

Rapid deployment with ready to use working examples, and

configurations

Illustrates best practices of configuring EnterpriseTrack to achieve

various PPM maturity for customer needs

Facilitate incremental deployments with ability to add initiatives on

demand

Framework for partners, and consultants to evolve the out of the box

FastTrack and create new ones

Page 24: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 24

Configuration Workbench

Page 25: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 25

Scalable Configurability

Configurability of features and

settings available in Admin UI

Config Workbench (EnterpriseTrack Admin

interface)

First class support for Deployment,

UAT, Production modes

Export/import of complete

configurations of each initiative

Self-service upgrades, patches

Page 26: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 26

Scalable Self Service Patch and Upgrade model

Simple multi-tenant SaaS model

– Single instance for all customers

– Patch and upgrade applied by vendor, affects all customers

– Customer cannot control uptake, impact on user experience, impact on

training and roll-out

Oracle Instantis (advanced) SaaS model

– Single hardware and infrastructure software

– Per customer independent application instance deployment, config

– Single patch and upgrade stream from Oracle

– Applied by customer self service; fully under customer timing control

Multi-tenancy economics with single tenancy control

Page 27: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 27

Scale and Flexibility together

Customer 1

V8.6

Customer 2

V8.6.x

Customer 3

V8.7

Customer 4

V8.8

Single

EnterpriseTrack

platform

software

Optimized for

Oracle Red

Stack

Single

Product

Release

Stream

V8.6

V8.7

V8.8

V9.0

Patch

Patch

Patch

CWB

Pro

duct D

evelo

pm

ent

Org

Clo

ud I

nfr

astr

uctu

re O

rg

Single Java

middleware

layer on

single Oracle

database

instance with

isolated

schema

CWB

CWB

CWB When C

usto

mer, B

y C

usto

mer

Page 28: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 28

Configuration Workbench Highlights

Support for configuration in admin

UI during initial deployment

UAT to Production rapid

deployment

Enhanced support for

reconfiguration in admin UI post

deployment

Import and export configuration

Adding additional FastTracks on-

demand

Add new initiative post deployment

Upgrade, patches, and hot fixes

Page 29: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 29

Stay tuned

New Guide Learning Path training on

Instantis EnterpriseTrack configuration and

best practices coming soon on OPN

Competency Center.

https://competencycenter.oracle.com/opncc/home.cc

Page 30: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 30

Thank You

Page 31: Instantis enterprise track   configuration best practices and tips overview - Oracle Primavera P6 Collaborate 14

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 31

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