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No Code Integrations for P6 EPPM with BI Publisher

Prepared by:

Patrick Lovelace

President

Nu Solutions Consulting

Oracle Business Intelligence Publisher

Session ID#: 200470

@patricklovelac patrick-lovelace

Business Use Case

■ Integrating Data

▪ Accounting

— Budgets

— Forecast

— Actual Cost

— Employees / Vendors

— Timesheets

▪ Schedules

— Milestones

— Resources / Vendors

— Actual Hours - Timesheets

— Actual Cost – Expenses

The Challenge

• Technical Skills for Software Development

• Support for IT

• Access to Accounting System

• Expense of Development

• Data Integrity

• Distributing Reports

• Ad-hoc Analysis

Process Mapping

■ Process Mapping

▪ Identify the Business Workflow with Applications

■ Define the System Requirements

▪ http://support.quickbooks.intuit.com

▪ http://docs.oracle.com/cd/E29618_01/

■ Define Data Mapping

▪ Required Fields

■ System Configuration

▪ Codes and User Defined Data

Process Mapping

Data Mapping

System Configuration

System Configuration

System Configuration

System Configuration

System Configuration

Data Sources

Data Model

XML Data

Custom Data Elements

Custom Data Elements

Format Report

Exporting Data

Export / Import Data

Importing Data

Importing Data

Demonstration of the Process

Putting The Environment Into Action

Design Considerations

■ Keep Design Simple

▪ Strategic

— Right tool in hands – self maintaining

▪ Tactical

— Simple data models

▪ Measurable

— Defined Standard Reporting

■ Use Primavera P6 Extended Schema Px Tables

■ User Security with Parameters p_security_context_id

Organizations don’t execute unless the right people, individually and collectively, focus on the right details at the right time.

-- Larry Bossidy

Author, “Execution”

Questions

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