whats new in instantis 8.5 8.6 - 8.7 - oracle primavera p6 collaborate 14
TRANSCRIPT
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1
INSTANTIS EnterpriseTrack What’s New in Instantis 8.5, 8.6, and 8.7
March 2014
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 3
Resource Management
Resource calendars
Activity labor cost capitalization
Variable resource rates
Reporting
Improved listing pages
Program filters
MS Excel 2010 and PowerPoint
2010 support
User Experience
Usability improvements for
managing issues, risks, scope
change requests, defects,
product backlog
Improved UI for project team
creation
Listing pages saved searches
UPK ready Customer Enhancements &
Supportability
Easy to maintain help for
evaluation score and custom
fields
Idea portal landing page and
access
Many customer requested
enhancement requests
Performance
Fine-tuned listing pages
More compact heatmaps
Resource planning page
Resource and finance reports
Improved application cache
Instantis 8.5 Release Content Summary
Simplified staffing plan (IPT)
Initial finance estimates
Resource allocations with effort
in bulk hours
Timesheets with ETC
Field change auditing
Finance lock
MS Project 2010
Demand Mgmt & Execution
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 4
Internationalization/Localization
Instantis now available in 11 languages
− English
− French
− German
− Russian
− Spanish
− Italian
− Portuguese (Brazilian)
− Japanese
− Korean
− Chinese (Simplified)
− Chinese (Traditional)
UI improvements
Time management enhancements
Oracle Cloud for Industry readiness
Enhancements
Instantis 8.6 Release Content Summary
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 5
Time Management
Timesheet period close (freeze)
Timesheet correction capture
Reports/data extract improvements for ERP
integration (with wrapper API for integration)
Reporting
PowerPoint story board reports with custom
templates
Improved finance reports
Pluggable custom reports
API for project (header) create, read, update,
delete and search
Integration API
Security, Admin & Configuration
Fast track templates for IT PPM
Login access restriction with IP address
SSO improvements
Common standard upgrade
Configuration workbench more partner ready
Configuration export/import and more
Instantis 8.7 Release Content Summary
Core Product Enhancements
Context-sensitive custom fields
Layout for custom fields
New notes custom field type
Idea custom fields carry over to project request
Defining predecessors in activity templates
Project request improvements
Timesheet UI makeover with BlueSky style
Many new product enhancements (requested
by customers)
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 6
Benefits – Resource Management More precise capacity visibility for resource planning and project
execution with resource calendars that capture vacation, LOA and part-
time resource availability
Ensure compliance and governance processes with activity labor
cost capitalization
Better project labor cost estimation, tracking and administration
with variable resource rates
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 7
Benefits – Demand Management & Execution More flexible time management deployments options for enterprise
customers with project level timesheet approval, and estimated time to
complete (ETC) in timesheets and projects
Better governance with timesheet period closing and preventing
modifications to timesheets in closed periods
More ready for one-way Instantis to ERP timesheet labor effort/cost
integration with timesheet period closing, timesheet correction support,
and improved reports for data extraction with wrapper API
Enforce proper financial accounting processes with the new strict
finance lock/close period option
Improved productivity and analysis with project request flexible
staffing plan and simplified finance estimation
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 8
Benefits – Reporting, UX And Performance Better user productivity and analysis with improved listing pages, and
customizable PowerPoint storyboard reports
Improved program reporting with new program filters in listing pages
and reports
Run large data volume user defined Excel reports with MS Excel
2010 support
Better user productivity and satisfaction with improved user interface
for timesheets, project issues, risks, and scope changes
Gain faster system response and improved user experience with
optimized listing pages, resource planning, and application cache
Ready for user self-service training with UPK support
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 9
Benefits and Value – Internationalization More successful international deployments (in non-English
speaking regions) and global multi-language deployments with out-
of-the-box standard product translations available in German, French,
Russian, Spanish, Italian, Portuguese (Brazilian), Japanese, Korean,
Chinese (Simplified), and Chinese (Traditional)
Better local and legal regulations conformance with out-of-the-box
standard product translations (for example, legal regulations in provinces
in Canada requires all software to available in French language)
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 10
Benefits and Value – Administration Get jump start on Instantis with Fast Track templates
Improved application security with support for SSO, self-service
password reset, and limiting access with IP address filters
Easy upgrade with common standard upgrade
More partner ready with improved configuration workbench
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 11
Benefits and Value – OCI Readiness Better performance, security and reliability by hosting on software
and hardware optimized Oracle Cloud technology
Interoperability assurance with other products available on Oracle
Cloud
High availability and better service assurance with world class Oracle
hosting operations
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 12
Resource Management
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Resource Calendars
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Resource Calendars Individual calendar for each resource to
specify: − personal vacations
− Long leave of absence
− Seasonal working hours variation (For
example, John may work 45 hrs per week
in fall, winter and spring, but only 30 hrs
per week in summer months)
− Holiday to workday override
Part time workers support. For example,
resource may work − M-W 8 hrs per day
− M-F 6 hrs per day
− M-F 7.5 hrs per day
Resource time off reflected in resource
capacity, heatmaps and reporting
Project scheduling based resource
calendar
Resource calendar inherited from a
“Reference Calendar”
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Resource Calendar
Visibility into availability during resource
requisition and commitment.
MS Project integration (Enterprise track
will be the source of truth).
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Activity Labor Cost Capitalization
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Activity Labor Cost Capitalization
New Labor Expense Type (LET)
attribute added to the activities.
LET can be:
− Capital Expense (CapEx)
− Operational Expense (OpEx)
− (Not specified)
LET determines to which finance
category (CapEx or OpEx) will the
activity labor cost roll up.
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Variable Resource Rates
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Resource Rate
Rate table for each resource
Alternate option to use role
rate
Specify currency in resource
locale
View history of rate change
Change resource rate for all
projects in one place
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Role Rate
Rate table for each role
Alternate for resource rate
View history of rate
change
Change role rate for all
resources (indirectly for
projects) in one place
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Project Team Member – Rate Override
Override labor rates anytime
Override for specific
intervals
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Global Rate Changes And Finance Locks Global resource and role rate changes across all projects
Finance lock/close period protection with a new strict mode
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Project Demand And Execution
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Project Request Improvements
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Project Request Initial Project Team (IPT) Improvements
IPT structure is more flexible (and
not fixed as it was in older versions)
Add new roles with Add Role
button
Add the same role multiple times
Remove non-mandatory roles
Easy check for resource availability
User Experience − New and improved UI
− Roles that require approval are
grouped together
− Inline editing for approval
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 26
Project Request Initial Finance Plan
Project initial finance fields will
reflect first level finance categories
Applicable to all product areas − Project request
− Projects
− What-if
− Status reports
− Power point reports
− Reports
− And more…
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 27
Resource Allocation With Bulk Hours In project requests and projects
enter resource allocation hours in
one bulk for specific duration or
whole project (previously only %
Utilization and weekly break down
was supported)
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Timesheets
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Timesheets ETC
Support for ETC (Estimated Time to Complete) and ERE (Expected Remaining
Time) in timesheets
ETC = Prediction manually entered by user as of a specific date in timesheets
ERE = Plan Effort – Actual Effort
Variance = ERE – ETC
ETC rollups to activities upon timesheet approval
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ETC In Projects
Warning indicator when ETC is not same as ERE
Ability for project managers to reconcile the ETC and ERE differences
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Timesheets Approval By Project Managers Approve or reject timesheet line items for each
project
Project managers can approve or reject
timesheet line only for their projects
Resource managers approve or reject paid time
off, vacations and other general admin
overheads
Automatic email notifications on timesheets
status updates for project managers
Minor UI improvements
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 32
Timesheet Period Closing Close timesheet periods and freeze
timesheet modifications
Verify current timesheet submission and
approval status
Reopen closed timesheet periods for
corrections
Capture and extract correction data
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Field Change Auditing
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Field Change Auditing
Field change auditing supported
for: − Limited project request fields
− Limited project fields
View, filter, group by, print and
export to Excel
Details include: − What, who, and when
− Old and new value
− Comments (only for approvals)
− Context (Description)
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 35
Custom Fields
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Context-sensitive Custom Fields Visibility of custom fields can be controlled by
values selected in another custom field
Supported for: – Project custom fields
– Ideas custom fields
Notes: – Supported driving fields include organization
hierarchy, classification, pre-defined custom fields
– Driving fields should be of type list
– Context sensitivity is only for one level
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 37
Custom Fields Layout Most of the pre-defined and user-defined
custom fields can be placed in different UI
sections by the administrators
Supported for: – Ideas
– Project requests
– Projects
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Notes Custom Field Type New custom field of type Notes for
entering multi-line free form text
Custom fields of type notes are
displayed as text area in UI
Max size up to 4K for English
characters
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User Experience
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Productivity and User Experience
Access project issues, risks,
defects, backlogs and scope
change requests with ease
View and edit in a simple spread
like UI
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User Interface (update in 8.6) New UI with fresh colors more conforming to
Oracle UI standards
New graphic UI library with consistent icons
across the product
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Timesheets User Interface (updated in 8.7)
New BlueSky theme
Keyboard short cuts for easy navigation
Non-working days in resource calendar are highlighted
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 43
Defining Dependencies in Activity Templates Define dependencies between
activities in activity templates
Dependencies copied into project
WBS when new activity templates
are inserted
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Reporting
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Listing Pages UX and Performance Column selection and arrangement
are saved with the search
(including Group By and Pivot)
Warning message when the search
results exceed cache limit
Saved Searches for Ideas
Optimized for quick initial load
Columns that could degrade
performance are indicated with icon
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 46
Program Filters
• Filter by one or more programs and program
manager
• Program Filters now added to:
– Project Listing Page
– Project Bubble chart (filter plus a dimension
in X or Y axis)
– All Heatmap reports
– Activity Detail Report (Excel)
– Timesheet Detail Report (Excel)
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 47
PowerPoint Storyboard Reports Nice new modern Blue Sky style
Custom PowerPoint templates for
custom themes, styles, and logos in
PowerPoint story board reports
Support for multiple templates
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 48
Performance Optimizations
All Listing Pages had a major rework and fine tuned for better
performance
Resource Planning Page
– New monthly mode
– Computations are made in server for better performance
Heatmap reports more compact and non-interactive plain-text CSV
format output
User defined reports with Excel 2010 (supports large data volume and
better compression of file size)
Application cache architecture improved for better performance
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 49
Customer Enhancements and Supportability
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List of Enhancements Quick Project Create with project custom fields
Custom fields carry over from ideas to project requests to projects
Filter for programs in more places
Simple Enhancements – Rename roadmaps (simple enhancements)
– Fixed minor quirks with timesheet search
– “Activity” literal in streams are context sensitive – no hard coding
Ability for configuring help for evaluation scores and custom fields
Idea portal rework (simplified landing page and access restricted to ideas)
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 51
Internationalization
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 52
Internationalization Instantis 8.6 now available in following eleven
languages − English
− French
− German
− Russian
− Spanish
− Italian
− Portuguese (Brazilian)
− Japanese
− Korean
− Chinese (Simplified)
− Chinese (Traditional)
Certified Validated Translations
Supported on client operating systems and
browsers that are normally supported in English
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 53
Security, Admin & Configuration
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 54
Security, Admin & Configuration
Fast Track best practices for IT PPM with
two prebuilt configuration templates: – Basic template
– Advanced template
Improved admin user interface with support
for post-deployment reconfigurations
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 55
Support, De-support and Deprecations
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Client Certifications Highlights (as of 8.7) New Support
– Internet Explorer 10 and 11
– Firefox 19
– MS Project 2010, MS Excel 2010,
and MS PowerPoint 2010
– Windows 8 and 8.1
– Mac OS 10.6.8
Deprecation
– MS SQL Server database
(applicable only for on-premise
customers)
De-support
– IE 6, IE7
– Windows XP
– MS Office 2003
– MS SQL Server database
(applicable for on-premise
customers)
– Older versions of Firefox
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 57
Summary
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 58
Resource Management
Resource calendars
Activity labor cost capitalization
Variable resource rates
Reporting
Improved listing pages
Program filters
MS Excel 2010 and PowerPoint
2010 support
User Experience
Usability improvements for
managing issues, risks, scope
change requests, defects,
product backlog
Improved UI for project team
creation
Listing pages saved searches
UPK ready Customer Enhancements &
Supportability
Easy to maintain help for
evaluation score and custom
fields
Idea portal landing page and
access
Many customer requested
enhancement requests
Performance
Fine-tuned listing pages
More compact heatmaps
Resource planning page
Resource and finance reports
Improved application cache
Instantis 8.5 Release Content Summary
Simplified staffing plan (IPT)
Initial finance estimates
Resource allocations with effort
in bulk hours
Timesheets with ETC
Field change auditing
Finance lock
MS Project 2010
Demand Mgmt & Execution
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 59
Internationalization/Localization
Instantis now available in 11 languages
− English
− French
− German
− Russian
− Spanish
− Italian
− Portuguese (Brazilian)
− Japanese
− Korean
− Chinese (Simplified)
− Chinese (Traditional)
UI improvements
Time management enhancements
Oracle Cloud for Industry readiness
Enhancements
Instantis 8.6 Release Content Summary
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 60
Time Management
Timesheet period close (freeze)
Timesheet correction capture
Reports/data extract improvements for ERP
integration (with wrapper API for integration)
Reporting
PowerPoint story board reports with custom
templates
Improved finance reports
Pluggable custom reports
API for project (header) create, read, update,
delete and search
Integration API
Security, Admin & Configuration
Fast track templates for IT PPM
Login access restriction with IP address
SSO improvements
Common standard upgrade
Configuration workbench more partner ready
Configuration export/import and more
Instantis 8.7 Release Content Summary
Core Product Enhancements
Context-sensitive custom fields
Layout for custom fields
New notes custom field type
Idea custom fields carry over to project request
Defining predecessors in activity templates
Project request improvements
Timesheet UI makeover with BlueSky style
Many new product enhancements (requested
by customers)
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 61
Benefits – Resource Management More precise capacity visibility for resource planning and project
execution with resource calendars that capture vacation, LOA and part-
time resource availability
Ensure compliance and governance processes with activity labor
cost capitalization
Better project labor cost estimation, tracking and administration
with variable resource rates
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 62
Benefits – Demand Management & Execution Improved productivity and analysis with project request flexible
staffing plan and simplified finance estimation
More flexible time management deployments options for enterprise
customers with project level timesheet approval, and estimated time to
complete (ETC) in timesheets and projects
Better governance with timesheet period closing and preventing
modifications to timesheets in closed periods
Enforce proper financial accounting processes with the new strict
finance lock/close period option
More ready for one-way Instantis to ERP timesheet labor effort/cost
integration with timesheet period closing, timesheet correction support,
and improved reports for data extraction with wrapper API
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 63
Benefits – Reporting, UX And Performance Better user productivity and analysis with improved listing pages, and
customizable PowerPoint storyboard reports
Improved program reporting with new program filters in listing pages
and reports
Run large data volume user defined Excel reports with MS Excel
2010 support
Better user productivity and satisfaction with improved user interface
for timesheets, project issues, risks, and scope changes
Gain faster system response and improved user experience with
optimized listing pages, resource planning, and application cache
Ready for user self-service training with UPK support
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 64
Benefits and Value – Internationalization More successful international deployments (in non-English
speaking regions) and global multi-language deployments with out-
of-the-box standard product translations available in German, French,
Russian, Spanish, Italian, Portuguese (Brazilian), Japanese, Korean,
Chinese (Simplified), and Chinese (Traditional)
Better local and legal regulations conformance with out-of-the-box
standard product translations (for example, legal regulations in provinces
in Canada requires all software to available in French language)
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 65
Benefits and Value – Administration Get jump start on Instantis with Fast Track templates
Improved application security with support for SSO, self-service
password reset, and limiting access with IP address filters
Easy upgrade with common standard upgrade
More partner ready with improved configuration workbench
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 66
Benefits and Value – OCI Readiness Better performance, security and reliability by hosting on software
and hardware optimized Oracle Cloud technology
Interoperability assurance with other products available on Oracle
Cloud
High availability and better service assurance with world class Oracle
hosting operations
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 67
Instantis 8.5 Resources On OTN What’s New PDF Document:
http://docs.oracle.com/cd/E41201_01/English/User_Guides/EnterpriseTrack_Whats_New.pdf
What’s New UPK: http://docs.oracle.com/cd/E41201_01/English/User_Guides/PlayerPackage/index.html
Latest Product Documentation: http://docs.oracle.com/cd/E48392_01/index.htm
Datasheets: http://www.oracle.com/us/products/applications/primavera/instantis-enterprisetrack/resources/index.html
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 68
Instantis 8.6 Resources On OTN What’s New PDF Document:
http://docs.oracle.com/cd/E48392_01/English/User_Guides/EnterpriseTrack_Whats_New.pdf
What’s New UPK: http://docs.oracle.com/cd/E48392_01/English/User_Guides/PlayerPackage/index.html
Latest Product Documentation: http://docs.oracle.com/cd/E48392_01/index.htm
Datasheets: http://www.oracle.com/us/products/applications/primavera/instantis-enterprisetrack/resources/index.html
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 69
Thank You
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 70
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 71