P6 analytics product roadmap and overview - Oracle Primavera P6 Collaborate 14

Primavera P6 Analytics Product Overview & RoadmapProduct Overview & RoadmapShawn LaffertyO l P i D l tOracle Primavera [email protected]

The following information is intended to outline our general product direction.

It is intended for information purposes only and may notIt is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and shouldto deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.

The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.2

the sole discretion of Oracle.

Contents

Primavera P6 Analyticsy

Think Beyond Dashboards

Today: P6 Analytics Today: P6 Analytics

Tomorrow: Primavera Analytics


Overview P i P6 A l tiPrimavera P6 Analytics


Primavera P6 AnalyticsDeeper visibility into your projects portfolios and resources

Pre-packaged business intelligence solution that includes rich

Deeper visibility into your projects, portfolios, and resources

Pre-packaged business intelligence solution that includes rich metadata, a data warehouse, and sample catalog Provides valuable insights into your Primavera P6 EPPM project

portfolio performance Lets you uncovers trends, track performance, perform root cause

analysis, and forecast costsanalysis, and forecast costs Lets you drive efficiencies in your project processes by making better

decisions about your projects, portfolios, and resources



P6 Analytics Provides Insight into All Projects…



Across IndustriesSample Industries of P6 Analytics CustomersSample Industries of P6 Analytics Customers

Aerospace & Defense Oil & GasAerospace & Defense Oil & GasConsumer Goods Public SectorEngineering & Construction TelecommunicationsEngineering & Construction TelecommunicationsHealthcare TransportationHi Tech UtilitiesHi-Tech UtilitiesLife Sciences


Who Benefits From P6 Analytics?Executives and PMO

• Business Decision Makers (from C-Level on down)• What projects should we work on?

Executives and PMO

What projects should we work on?• How are my dollars and resources aligned to strategy?• What is my organization’s project performance?

• PMO• What projects are in the pipeline?• What are the early warning indicators?

Wh t th t d ti ?• What are the trends over time?• How good are we at PPM governance?• Do we have the skills to execute on our projects?


Who Benefits From P6 Analytics?Better Informed Managers

• Program/Project Managers• What is causing my project performance and trends?

Better Informed Managers

g y p j p• Is the project keeping to its scope and schedule freeze?• What emergent work is creeping into the schedule?• Are there over-allocated resources on my project that could cause

delays?delays?

• Resource Managers• What is the utilization of my resources?y• What upcoming demand is needed?• How are resources performing my location, department and role?• What projects are causing my resources to be over-allocated?


Project-Centric Organizations Struggle to Use Data and Intelligence to Increase Performance

Lack of information across the entire • No single integrated view of activities, resources, and schedules• Poor or inconsistent project metric definitions

EXAMPLESEXAMPLESKEY CHALLENGESKEY CHALLENGESData and Intelligence to Increase Performance

project lifecycle

Poor management of Project h d l d

p j• Inability to integrate multiple project-related systems

• Lack of insight into Project schedules and resources• Unable to obtain timely project data across the systems

schedules and resourcesy p j y

• Limited information to identify schedule variances and other project issues

• Unable to identify trends and exceptions quickly• Lack of insight to improve planning and executionUnable to respond to Increased

Competition

Time wasted gathering data to manage and report

• Continued reliance on management-by-spreadsheet• Disparate project reporting and poor internal distribution• Relevant data in multiple systems EAM EVM ERP etc

• Lack of insight to aggregated dataCompetition


manage and report • Relevant data in multiple systems – EAM, EVM, ERP, etc.• No single source of the truth

Primavera P6 Analytics Sample DashboardsRich Solution for Project-Centric Organizations (slide 1 of 2)

Main Dashboard• Provides high level insight into schedule progress, costs, and risks. Find information here

b h f E l S j h f ll d

Rich Solution for Project Centric Organizations (slide 1 of 2)

P tf li A l i D hb d

about the progress of Early Stage projects, the percentage of over-allocated resources, and world maps showing the distribution of costs and risks.

Portfolio Analysis Dashboard• Contains important portfolio information based on project performance, project costs, risks

and rewards by project, strategic objectives, and multiple ratings of project codes.

Project Earned Value Dashboard• Gives an overview of the earned value status of your projects, including Schedule

Performance Index (SPI) and Cost Performance Index (CPI).


Primavera P6 Analytics Sample DashboardsRich Solution for Project-Centric Organizations (slide 2 of 2)

Project Health Dashboard• Offers useful tools for determining the health of your projects. In this dashboard, view the

ll h lth f j t l k t h d l d t t d d d t i

Rich Solution for Project Centric Organizations (slide 2 of 2)

Resource Analysis Dashboard

overall health of your project, look at schedule progress and cost trends, and determine which activities are not on track.

Resource Analysis Dashboard• Shows the status and usage of your resources, measures team progress and productivity,

and tells you which resources are underutilized.

Industry Samples Dashboard• Shows daily burn down, performance, work planning, and schedule compliance for industry

related activities.


Example Decision Workflow

Is schedule performance on target?

Improve Project PerformanceBusiness

Objectives/Issues

Which projects are significantly behind? Drill to

G iWhat is the Schedule Variance

Which activity has the greatest variance?

Detail

GainInsights

What is the resource’s utilization?Take

Action


Automatically Link to P6 to Course Correct

FlexibleThi k B d D hb dThink Beyond Dashboards


P6 Analytics for Mobile Devices Analytics available on mobile

with no additional developmentData dense visualizations Data-dense visualizations enabled by in-memory analytics Enhanced right-clickEnhanced right click

interactions Better interactivity with new

native gestures Offline access to content with

fine-grained security to grant or revoke privileges


Distribute Analytics in Email


Embed Analytics in MS Excel and PowerPoint


Automatically Create PDF Reports


Proactive Detection & Alerts

AutomatedAutomated Notifications


P6 Analytics: Deeper than Dashboards

Pre-Built Analytic Warehouse1.• Business Analytics Warehouse

2.• Pre-mapped integration from Primavera P6

Certified Application Integration

• 13 star schemas • Designed for analysis and reporting

• Role-based Security

Sample DashboardsBest Practice Metrics3. 4.• Over 350 metrics • Over 25 Dashboards and Pages• Additional pre-defined calculations• Based on best practices

• Over 250 Analyses• New industry-focused samples


Analytics at Your FingertipsOracle Answers unlocks limitless combinationsOracle Answers unlocks limitless combinations

Oracle Answers together with pre-built Subject Oracle Answers together with pre-built Subject Areas = Unlimited analysis possibilities Almost limitless combinations of analysis entities

in support of business objectives Many metrics and dimensional attributes not

surfaced by prebuilt dashboards and reports butsurfaced by prebuilt dashboards and reports but in Subject Areas


Analytics at Your Fingertips One Subject Area, Unlimited PossibilitiesOne Subject Area, Unlimited Possibilities

Primavera – Activity: Same Subject Area, Different AnalysesReport showing trending of performance by Project

Report showing trending of performance by Activity


Derived Calculations with Oracle AnswersOne Subject Area, Unlimited PossibilitiesOne Subject Area, Unlimited Possibilities

Derived calculations can be created in Oracle A ith i l i b ild

99 standard ANSI SQL f ti b l d


Answers with simple expression builder functions can be leveraged

Typical Effort & Customization balanceAdditional dashboards and reports, guided and conditional navigations, agents, alerts, etc.Easy

Dashboards & Reports

Additional derived metrics, custom drill paths, exposing extensions in physical, logical and presentation layer, etc.

ModerateOBIEE Metadata

Extension of DW Schema for extension columns, additional tables, aggregates, indices, etc.

IntermediateDW Schema

Extension of ETL for extension columns, additional tables, etc.Degree of

InvolvedETL


Level of EffortCustomization

One More Thing…Even more value under the surfaceEven more value under the surface

Not all measures in presentation layer used in reports & dashboards

Metrics used in Reports &

Dashboards

Subset of logical measures are exposed in presentation layer

pDashboards

Metrics in Subject Areas

Aggregations, time series calculations and derived calculated measures extend physical measures

y

Metrics in Logical Layer

Measures from physical columns in data warehouse

measures extend physical measures

Metrics in Physical Warehouse

y


columns in data warehouseWarehouse

Today C t R lCurrent Releases


P6 Analytics 3.1 – Released January 2013New Features Daily Trending:

− Activity and Assignment History

New Features

− Daily Performance Trending− Expose emergent work− Applicable across industriesApplicable across industries

Maintenance Use Case Support:– Shutdown/Outage /Turnaround

R ti /O Li– Routine/On-Line– INPO AP-928 Standards

Slowly Changing Dimensions


Why P6 Analytics for Maintenance?Control Compliance and Risk Mitigation

• Large assets need to operate efficiently and safely

Control, Compliance, and Risk Mitigation

Large assets need to operate efficiently and safely• Unexpected surprises can have a major impact to an asset

owner, including financial, legal, safety, and environmentalP6 A l ti id t i ibilit d t l i t• P6 Analytics provides greater visibility and control into planning and execution and helps to: Minimize downtime Quickly address risks to the schedule Increase the odds of a safely operating asset In some industries help meet regulatory guidelines


In some industries, help meet regulatory guidelines

NewP6 A l ti 3 2P6 Analytics 3.2


P6 Analytics 3.2 – Released October 2013Continues to expand BI capabilities with Primavera P6 EPPMContinues to expand BI capabilities with Primavera P6 EPPM

Expanded asset-intensive use case supportuse case support

New capabilities and more data for deeper P6 analysisdata for deeper P6 analysis

Introduction of new mapping featuresfeatures

Updated support for Oracle BI versions


Enhancements for Asset-Intensive Use CasesAdds to 3 1 release to support on-line and off-line maintenance

New out-of-the box support for INPO

Adds to 3.1 release to support on line and off line maintenance

New out-of-the box support for INPO AP-928 Schedule Adherence based on Graded Approach (Levels A, B, and C)and C) Enhanced ETL process to support

P6 data date settings at any time of day Updated sample catalog to reflect

new features


new features

Schedule Adherence – Graded ApproachBased on INPO AP-928 for routine/on-line maintenanceBased on INPO AP 928 for routine/on line maintenance

Supports different activity grades (or levels):Supports different activity grades (or levels):• Grade A: completed within one-hour of scheduled finish• Grade B: completed on the day that it’s scheduled

G d C l d i hi h k h i ’ h d l d


• Grade C: completed within the week that it’s scheduled

Resource and Role HierarchiesNew dimensional hierarchies for greater visibility into P6 dataNew dimensional hierarchies for greater visibility into P6 data

Expand/collapse role and Expand/collapse role and resource hierarchies for on-the-fly summary and detail calculationsdetail calculations. Pre-built samples available

on the Resource Analysis dashboard > Staffing page.


Project Owner and Risk Exposure DatesNew dimensions to expand data analysisNew dimensions to expand data analysis

Project Owner included in all pre-built filters Risk Exposure dates included in sample risk

anal ses


analyses

Access to Oracle Maps via eLocation ServicesCustomers can now use detailed maps covering much of the world

P6 Analytics customers have rights to Oracle Maps

Customers can now use detailed maps covering much of the world

rights to Oracle Maps (http://maps.oracle.com) Oracle Maps include street-

l l t t i h flevel content covering much of the world Refer to ‘Terms of Use’ and

legal notices at above URL


Additional EnhancementsNew Catalog and Platform Updates

Enhanced sample catalog includes new analyses new features

New Catalog and Platform Updates

Enhanced sample catalog includes new analyses, new features of OBI, as well as minor bug fixes. Platforms and version updates:

– New parallel release of Primavera Reporting Database R3.2– P6 Analytics R3.2 Supported on Primavera P6 8.2 SP1+ and 8.3+

Supports Oracle BI 11 1 1 7+ on Oracle WebLogic (OBI 11 1 1 6+– Supports Oracle BI 11.1.1.7+ on Oracle WebLogic (OBI 11.1.1.6+ still supported, too)


New CertificationOBIEE 11 1 1 7OBIEE 11.1.1.7


OBIEE 11.1.1.7Visualization EnhancementsVisualization Enhancements

100% Stacked BarCompare distributions within categories and also

display the differences between categories

Freeze HeadersAnchor the header for large tables or pivot views

Performance TilesImmediately reveals summary metrics to the end

user that will likely also be presented in larger, more detailed Dashboard views.

View SuggestionsAn algorithm will determine which visualization type

Trellis Chart GridData dense view type displays large amounts of

WaterfallDetermine how an initial value is affected by a


An algorithm will determine which visualization type would be best suited for the display of current data

Data-dense view type displays large amounts of data for comparative analysis.

Determine how an initial value is affected by a series of intermediate positive or negative values

OBIEE 11.1.1.7User Interaction ImprovementsUser Interaction Improvements

BreadcrumbsNavigation / Actions f T t l Contextual awareness and

Breadcrumbs for easy navigationfrom Totals

Pass context to any Action Framework process

Save As Analysis on Dashboard

New Save-as option when editing Analysis from

dashboard replace the updated analysis within the

dashboard

Trellis ActionsContext per bar in Simple Treliis

Action for entire cell in Advanced Trellis


OBIEE 11.1.1.7Oracle BI Mobile ImprovementsOracle BI Mobile Improvements

BI Mobile App DesignerOffline support and fully interactive views on BI Mobile client

Maximize ViewsDouble-tap to maximize/restore view; utilizes full

consumable real-estate on the deviceconsumable real estate on the device

BI Mobile Security ToolkitAvailable via OTN download. Supports the internal delivery of a packaged/certified BI M bil li ti S i li d li i

Advanced VisualizationsPerformance Tile, Waterfall, Trellis views enabled

Mobile application. Specialized licensing restricts customizations to security modifications


for mobile interactions; Swipe gesture to navigate data in tables

OBIEE 11.1.1.7Office Integration ImprovementsOffice Integration Improvements

BI Presentation Catalog in Smart View

Export Dashboards &Dashboard Content

BI View Creation in Smart ViewSmart View

• Smart View 11.1.2.2 replaces the existing Oracle BI Add-in as the primary Office application

• Full support for BI dashboard page and report prompts

Dashboard Content• Export Report in Native Excel &

PowerPoint formats (2003, 2007+)

• Export Dashboard or Dashboard page; Dashboard pages appear as separate Excel worksheets

Smart View• Answers View creation from Excel

• Save in Excel or as an Answers View

• Publish and save in the OBIEE Web Catalog

• OBI Data is accessible to other Smart View


p p p

• Enhanced security including single sign-on

OBI Data is accessible to other Smart View providers (e.g. Planning, HFM, DM)

Future P6 Analytics


P6 Analytics 3.3Target: CY2014

Planned Features

g

P6 Analytics Cloud Service offering: Subscription-based

S t d ith i Supported with upcoming Primavera P6 EPPM Cloud Service offering

Same features as on-premiseR IT hi Removes IT ownership

Number of default OBI .rpd code and UDFs increased


P6 Analytics 3.4Target: CY2014+

Planned Features

g

More Primavera P6 Data: Role enhancements Steps

I Issues Notebook Topics Expense Items Risk and Issue UDFs

Continue to expand catalog samples


Primavera P6 Analytics InformationUseful links on the web

P6 Analytics overview:

Useful links on the web……

P6 Analytics overview: – http://www.oracle.com/us/products/applications/primavera/p6-

analytics/overview/index.html Additional resources:Additional resources:

– http://www.oracle.com/us/products/applications/primavera/p6-analytics/resources/index.html

Product documentation: Product documentation:– http://www.oracle.com/technetwork/documentation/default-1555811.html

P6 Analytics blog:


– https://blogs.oracle.com/P6Analytics/


APPENDIXAPPENDIX


Out of the Box D hb d dDashboard and Subject Area Details


Main DashboardThe Main dashboard provides high level insight into schedule progress, costs, and risks. You can find information here about the progress of Early Stage projects, the percentage of over-allocated resources, and world maps showing the distribution of costs and risks.

Overview Location Risk

Provides an overview of behind schedule and over budget early stage projects. The over-allocation of resources and a scorecard lists vital information about projects. Analyses

Shows the risk exposure for each project by country code, as well as a breakdown of projects by country, detailing the Risk Score, Risk Exposure, Risk Type, and Risk St t f h j tinclude drill-down navigation options to detailed WBS

Earned Value and Activity information.Status of each project.

P id ti l i f At C l ti T t l C tProvides a geospatial view of At Completion Total Cost information per project, by country code. Corresponding table and graph are linked to the provided map and automatically update based on selected country.


Portfolio Analysis DashboardThe Portfolio Analysis dashboard contains important portfolio information based on project performance, project costs, risks and rewards by project strategic objectives and multiple ratings of project codesrisks and rewards by project, strategic objectives, and multiple ratings of project codes.

Overview Performance Prioritization Objectives

Shows projects sorted by either Financial and Strategic Ratings or Proposed versus Committed Costs. You can also find the At Completion Total Cost of a project by its sponsor.

Displays the priority of your projects. You can find information on the financial rating and risk of each project, group them by multiple ratings, or see the current phase of each project, separated by strategic rating.

Shows the investment breakdown and performance of projects by the Strategic Objective project code.

Displays performance data for each portfolio. Find the monthly Schedule Performance Index (SPI) and Cost Performance Index (CPI), as well as units and cost statistics for every project in your portfolio.


Project Earned Value DashboardThe Project Earned Value dashboard gives an overview of the earned value status of your projects, including Schedule Performance Index (SPI) and Cost Performance Index (CPI).

Overview CPI/SPI Detailed Earned Value

Shows statistics on a project's planned value, earned value, actual costs, and the estimated cost at completion,

Provides a detailed view of a project's earned value, total costs, and performance indexes, separated by , , p ,

grouped by month or strategic rating. month and project stage.

Provides CPI and SPI information, helping you to identify which projects are over budget or behind schedule.


Project Health DashboardThe Project Health dashboard offers useful tools for determining the health of your projects. In this dashboard, you can view the overall health of your project, look at schedule progress and cost trends, and determine which activities are not on track.

Overview Schedule Cost History Location Activity Worksheet

Provides statistics for your project based on numerous variables, including project codes and ratings. You can view overall h lth d t i b t t

Shows the cost trends of your project, the cost breakdown by different variables, and the different t pes of costs o r

Shows the At Completion Total Cost for any of your

j t b t t thealth and cost variance by cost account for any of your projects.

different types of costs your projects incur.

projects by country or state.

Shows you which activities are behind schedule, the performance of each activity in a project, a comparison of project schedule and performance, and resources with the highest At Completion Units.

Shows the At Completion Variance Percentage of each project in your portfolio, as well as a detailed history of each activity in a project.

Shows each activity associated with a project within your portfolio.


Resource Analysis DashboardThe Resource Analysis dashboard shows the status and usage of your resources, measures team progress and productivity, and tells you which resources are underutilized.

Overview Staffing Productivity Utilization Location

Gives an overview of resource status, including a view showing how resources are contributing to your strategic objectives, the percentage of resources which are over-allocated, a tabular view of the labor hours expended by country and

Shows team progress, resource productivity, and periodic versus cumulative hours.

Shows street-level location information for resources.

view of the labor hours expended by country and a view of resource over and under allocation.

Shows staffing activity, allocated and remaining resources remaining, hours allotted by role, and total hours by an entire team.

Shows resource availability, utilization, and capacity.


Industry Samples DashboardThe Industry Samples dashboard shows daily burn down, performance, work planning, and schedule compliance for industry related activitiesindustry related activities.

Shutdown/Turnaround/Outage Routine/On-line Maintenance

Shows an overview of daily burn downs, schedule compliance, and other performance metrics typical of shutdown/turnaround/outage projects.

Shows work planning, schedule adherence per role, and schedule compliance per week typical of routine/on-line maintenance projects.


Primavera P6 Analytics Subject Areas (1 of 3)

Primavera - Activity Use this subject area to analyze project, WBS, and activity-level details. This subject area includes earned value metrics and percent complete metrics, planned and actual units and hours, and project baseline comparisons.

Primavera - Activity History Use this subject area to analyze daily activity-level history, including changes to both facts and dimensions, y y j y y y y, g g ,to help you understand changes over time. This subject area requires project-specific configuration in P6.

Primavera - Activity User Defined Fields

Use this subject area to analyze activity User Defined Field (UDF) data for cost, integer, or number types. This subject area requires UDF configuration using the ETL process.

Primavera - Burn Down Use this subject area to analyze daily project performance through burn down charts and schedule adherence metrics. Metrics include planned, actual, remaining, and emergent counts and units. Emergent data is from activities which were added after burn down began. This subject area requires project specific UDF configuration in P6.

Primavera - Project History Use this subject area to analyze project and WBS-level history, including changes to both facts and dimensions, to help you understand changes over time. This subject area requires project-specific configuration in P6.



Primavera - Project User Defined Fields

Use this subject area to analyze project UDF data for cost, integer, or number types. This subject area requires UDF configuration using the ETL process.

Primavera - Resource Use this subject area to analyze resource assignment details for costs and units. This subject area includes Assignment

j y g jinformation on planned, actual, remaining, staffed, unstaffed, and at completion costs and units.

Primavera - Resource Assignment History

Use this subject area to analyze daily resource assignment-level history, including changes to both facts and dimensions to help you understand changes over time. This subject area requires project specific configuration in P6configuration in P6.

Primavera - Resource Assignment User Defined Fields

Use this subject area to analyze resource assignment UDF data for cost, integer, or number types. This subject area requires UDF configuration using the ETL process.

Primavera - Resource User Defined Fields

Use this subject area to analyze resource UDF data for cost, integer, or number types. This subject area requires user defined field configuration using the ETL process.



Primavera - Resource Utilization Use this subject area to analyze resource utilization details including actual, available, planned, remaining, at completion, and resource limit units.

Primavera - WBS User Defined Use this subject area to analyze WBS UDF data for cost, integer, or number types. This subject area Fields

j y , g , yp jrequires UDF configuration using the ETL process.

Primavera - Work Planning Use this subject area to analyze weekly work planning process by comparing project scope and schedule freeze dates each week. In this way, potential risks such as activity planned start date changes can quickly be identified This subject area requires project specific UDF configuration in P6be identified. This subject area requires project specific UDF configuration in P6.


P6 Analytics 3 2P6 EPPM 8 2 SP1+ or 8 3+

P6 Analytics & Reporting Database ArchitectureP6 Analytics 3.2P6 EPPM 8.2 SP1+ or 8.3+

OBIEE+/SE‐1

Oracle BI Interactive DashboardsP6 Catalog

Oracle BI Publisher

Near Real‐Time

Oracle BI AnswersP6 Metadata

Operational Reporting

Transactional Reporting

StaticO ti l

P6 PMDBP6 PMDBExtension Tables and Views Operational

Reporting Analytical Reporting

ODSODS

Extension Tables and Views

Fi Hi t StFi Hi t StActivity StarActivity Star

P6 PMDBP6 PMDBETLETL

Periodic Extract, Transform & Load

Process

Five UDF StarsFive UDF StarsTwo Resource StarsTwo Resource StarsFive History StarsFive History Stars

P6 PMDBP6 PMDB P6 Data WarehouseSupport for Multiple P6

Instances to Star Schema

ETL


P6 Reporting Database 3.2

