introduction to oracle instantis 8.5-0b04

8/12/2019 Introduction to Oracle Instantis 8.5-0B04

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Oracle Instantis 8.5 Hands-On-Lab

Erica Walitsch, PMP

Solutions Consultant

Raj RajamariappanDirector of Product Strategy


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Purpose

This hands-on session provides an introduction to the basics of Oracles Instantis

Enterprise Track solution.

Time to Complete

Approximately 60 Minutes.

Topics

This session will cover the following topics:

How to easily manipulate the interactive listing views and make them your own How to leverage the drill-down capable graphical dashboards views to manage

by exception Review and make updates to a project schedule

Run Excel-based reports and PowerPoint Storyboard Report

Introduction

This script will assist our OOW Instantis Hands-On-Lab participants with guiding youthrough a snapshot into the day in the life of both a Portfolio and Project Manager.

At the heart of the EnterpriseTrack solution is its market-leading dashboard andreporting capabilities. They allow organizations to easily, securely and instantly composeand share dashboards and reports with full drill-down capability. This focus on outputprovides our client value from day one of production and its ease of administration andability to evolve these outputs ensures the value increases easily. This differentiates thissolution in the market place relative to traditional PPM vendor solutions by being easy todeploy quickly, easy to use and administer, and easy to afford.


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Overview Highlights

This hands-on session will give users the chance to experience a day in the life of aproject manager, portfolio manager, and executive within the solution via the OracleInstantis EnterpriseTrack.

1. General Navigation

1.1. Open your web browser and click on the Oracle Instantis favorite if it is notalready opened.

1.2. You should already be logged in, but if you still see a login screen use theusername (OOWHOL##) & password (instantis!) which is posted on/by yourworkstation.

1.3. Hometakes you to your default page at any time

1.4. Go To Menu

a. Provides access to all major modules within the Oracle Instantis system.

The items displayed in this menu depend on the features enabled for your

deployment and your permissions.


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1.5. CreateMenu

a. Displays menu options to create a new project, project request, idea,

program, resource, etc.

1.6. My EnterpriseTrack Menu

a. My Workshows all open actions on Projects, Project Requests, Ideas etc.

that are assigned to you), your messages, certifications, permission, profile,

preferences and passwords.

b. My Calendar shows all project assignments and non-project commitments

which are then used in capacity calculation based on availability against

resource demand.

1.7. View Menu

a. Display Top Banner should be checked already and shows you the Oracle

Instantis logo as well as your login information. Un-checking it hides both of

these simply gives you more real estate on the page.


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b. Display Stream Ticker displays the Social Stream which is an embedded

collaboration tool which allows seamless communication, collaboration, and

social networking among project team members. Team members can now

easily share ideas, opinions, comments or messages by subscribing to

social streams. You can also view timely user and system generated news,

alerts, notifications, and comments associated with your projects. This listcan also be filtered as below.

c. Display Left Navigationdisplays essentially the same menu as the Go To

Menu except can be exposed at all times if you so choose

2. Project Listing Views

2.1. You should already be viewing the the user-defined All OOW Projectsview as it

has been set as default, but if not, simply click


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2.2. Click on Project Managerand drag and drop it to the right of the Business Unit

column.

2.3. Hover in between two columns to widen or narrow any column width by

dragging.

2.4. Click the top of columns like Project Manager, Current Forecast, and finally

Project Start Dateto sortall projects by that field.

2.5. Click on the in the Project Managercolumn to expose the values from which

to filter by

2.6. Select Baldwin, Emmett

2.7. Click on the in the Project Manager column and notice all of the available

operands from which to conditionally filter your selection if and where it may

apply but dont select any.


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2.8. Notice that Emmett has 4 projects he is managing, 2 of which are in a red status.

2.9. Click on in the Business Unit column to expose the values from which to filter

by additionally

2.10. Select IT Development

2.11. Notice that you should now have 2 projects in your filtered list

2.12. Click on the and then in both the Project Manager

and Business Unitcolumns


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2.13. Click on Data in top right-hand corner and select Columns from the pull-down.

2.14. Scroll down to the bottom and select both Regionand Last Updatedfor two

more available columns of data you wish to add to this view.

2.15. Notice that both of these fields were added to this view

2.16. Click on View in top right-hand corner and select Save View Settings to save

the addition of these two fields for the next time you look at this view.


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2.17. Group the projects by Project Managerby clicking on the column header and

dragging the column onto the blue area below

2.18. Notice the projects are now grouped by Project Manager (you might need to

widen the first column)

2.19. Now drag the Project Status column to the right of the Project Manager and

notice that you not have a multiple-level grouping being able to quickly analyze

what projects each project manager is working on and what the status is

2.20. Now drag the Project Status to the left of the Project Manager and see the

grouping by Project Status by Project Manager now.


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2.21. Click on Data in top right-hand corner and select Excel.

2.22. Click Open

2.23. Notice that the information stays aggregated upon export.

2.24. Close the Excel file.

2.25. Click on Data in the top right-hand corner and select Pivot


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3. Dashboard Reporting

3.1. Click on Go To and select Dashboards > View

3.2. Review the graphical status of risk, % complete, issues, milestones, and

timelines all on this multi-chart dashboard.

3.3. Maximize the Project Bubble Chart by clicking on the in the top right-hand

corner of this particular chart. (fourth from the left)

3.4. Click on the white filter icon (1stfrom left) to change the dimensions of this

analysis.


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3.5. Click on the Y-Axis drop-down and select ClassificationRank

3.6. Change the Bubble Sizeto Planned Effort


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3.7. We now bring attention to which projects are the highest priority and requiring

the larger amount of effort in this case.

3.8. Click to minimize this dashboard and go back to the multi-chart3.9. Click on the Initiating phase of the top-most project on the Gantt Chart view in

the bottom right-hand corner


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3.10. Notice how we are tracking to baseline and other detail information about the

project dates.

3.11. Click Done up in the top right-hand corner of the page


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4. Project Lifecycle

4.1. Click on4.2. Click the My Projects view from the Saved Searchdrop-down

4.3. Notice that you have one project you are current working on which should becalled ERP Upgrade Phase IIUser XX

4.4. Click on this project link

4.5. Review the project information


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4.6. Click on the Project Menu at the top (should say Project ###) and select ProjectSchedule, thenAll

4.7. Click on to the left of the Execution phase

4.8. Scroll down to see Documents > View All


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4.9. Click on the Documentstab (if you arent already there)

4.10. Click Upload

4.11. Click on the Execution activitiestask row. Some of the fields should turn pink.

4.12. Click the insert key twice to add two new deliverables to the phase.

4.13. Assign yourself (##, User) as the Release Manager

4.14. Add some dates if you choose.

4.15. Click on the Executionphase row. Try to select Complete from the status drop-down.

4.16. Notice the error which indicates that there is governance which precludes aphase to be completed until all of its children are completed first.


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4.17. Click Save up in the top right-hand corner.

5. Reporting5.1. Click the Project menu up top which is labeled Project ###5.2. Click Go To > Reports

5.3. Click Run to the left of the Storyboard Report

5.4. Select Create Detailed Storyboard to run this report directly to PowerPoint withall the available slides included.


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5.5. Click Run Report5.6. Click Open Report then Open

5.7. Once the file starts generating such as below, quickly go down to the bottom toyour task bar to see your report building as it runs based off of the data in thesystem related to your project.


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5.8. Click through the PowerPoint executive board room ready report which isavailable right out of the box.


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5.9. Now, to see some examples of some Excel-based reports, click Go To menu(top left-hand corner) and select Reports, then Standard

5.10. Click Shared Reports > By Resource > A > Vanessa Allen to see the 3 reportswhich she has shared with you

5.11. Click to run each of the report5.12. Click Open Report on each of the reports

5.13. Click Openagain


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5.14. Make sure you close each of the reports before opening the next.5.15. Also make sure you close the web page which opened up upon running the

report.5.16. Examples of these Excel-Based Reports for your reference in case you run out

of time.


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