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Oracle Primavera P6 Reporting & Analytics
Stefano Lentini– Oracle Primavera Senior Sales
Consultant
ANIMP – Primavera Gateway and Analytics: Enterprise Project Management
Stefano Lentini, Principal Sales Consultant
Oracle Primavera Global Business Unit
Roma, 3 Dicembre 2013
Enterprise Project Management
Question: Where are my Project Data ?
ERP PLM
Server
Project
Mngt
Systems
Document
Mngt
Systems
Excel
CRM Others ?
Answer: Possibly everywhere !
Enterprise Project Management
Question: Are they Speaking Each Other ?
ERP PLM
Server
Project
Mngt
Systems
Document
Mngt
Systems
Excel,
Word
CRM Others ?
Answer: Possibly NOT !
Enterprise Project Management
Different systems for different scopes but there is a lot
to share...and for this a common taxonomy is needed.
This can be achieved through appropriate
“Information building” processes based on a “Who
owns What” approach.
After this it will be easier to set up an “Enterprise
Project Management System” where Business
relevant information are aligned and synched across
the entire IT ecosystem.
Oracle Primavera Approach
Oracle provides best-in-class capabilities for system
integration to the IT community (e.g. SOA Suite)
Primavera is fully aligned with Oracle Red-Stack
and provides various tools for secure Application
integration (API, Web Services)
But, while these capabilities gives to IT and System
Integrators the ability to “create” the necessary
interfaces, our Primavera Customers are requesting
us to provide Out-Of-The-Box Integration...so:
Primavera Gateway
• Platform for Primavera integration with
external systems (ERP, PLM, EAM,…)
• Pre-build integrations and flows
• Flexible, extensible, data exchange
• Standard adaptor for SAP
• Quickly build new integration adaptors
• Easy to use GUI for data mapping and
synchronization
• Transaction Audit and Error handling
• Reduced TCO
Architectural Overview
Primavera Gateway
No
n P
rim
ave
ra
Ap
pli
ca
tio
ns
P
R
I
M
A
V
E
R
A
Integration Broker
Graphical User Interface
Configuration ; Role-based security; Ad-hoc synchronizations; Monitoring
Maximo Provider^
SAP Provider
Unifier
Provider*
EBS Provider^
EAM Provider^
JDE Provider^
P6 Provider
VCP Provider^
Pu
blic
AP
I In
teg
ratio
n S
yn
ch
Se
rvic
es
Compare
Industry-Specific Flows and Data Maps
Routine Maintenance; Shutdown and turnaround; Capital Project
Logging
Scheduling Audit
Customizations
Ventyx Provider^
Instantis
Provider*
* Not available in Primavera Gateway v1.0. Planned for next major version of Primavera Gateway
^ Not included in Primavera Gateway v1.0. Will be developed by partners after initial release of Primavera Gateway
Design integration through a User Interface Data Dictionary, Data Mapping, Data Flows, Synchronization
definition
Common Integration Flows Conceptual Object Data Map
Resource Dictionary
Project / WBS / Work Orders
Tasks / Operations
Resource Assignments
Material Component
Budget / Forecast
Actual Cost
Resource Dictionary
Project / WBS / UDF
Activities
Activities / Assignment
Budget / Progress
Cost / UDF
Resource Assignments
ERP/EAM P6
Actual Hours Actual Hours
Enterprise Project Management
Now that Project Data are consistent, referenceable
and synched between the relevant systems it is
possible to put everything together for Business
Intelligence purposes.
Enterprise Datawarehouse is something that
companies has struggled with in the last two decades
with the failure of many of these initiatives due to lack
of System Integration and complexity.
SW vendors started to produce “their piece” of
Datawarehouse and, with this modular approach, is
easier to succeed...
Primavera Reporting DB Principles
• Pre-configured Primavera data warehouse (star schemas)
• Customizable and extensible
• Populated at scheduled interval via the ETL process
• Can take incremental historical snapshots for Trend Analysis
• Organizes data for analytical processing and does not stop
transactional data input during analytical queries
Primavera P6 EPPM Primavera Reporting Database
Transactional schema:
Optimized for read/write; has multiple joins.
Analytics schema:
Optimized for querying large datasets and
historical data..
© 2011 Oracle Corporation – All Rights Reserved
• Combination of P6
Reporting Database &
Oracle Business Intelligence
Suite
• Provides 80+ out of the box
interactive dashboards
• Delivers a rich metadata
layer for ad-hoc report &
dashboard creation by
business users
• P6 Integrated security layer
P6 Analytics What is P6 Analytics?
Project, Activity, and Resource Stars
Primavera P6 Reporting Database
ETL Process
Primavera P6 Enterprise Project Portfolio Management
Proactive Detection and Alerts
Ad-hoc Analysis
MS Office Plug-in
Reporting & Publishing
Interactive Dashboards
Oracle BI Server Primavera
P6 Analytics
© 2013 Oracle Corporation – All Rights Reserved
P6 Analytics Information Discovery - Gain Insight Quicker with Greater Visibility
© 2011 Oracle Corporation – All Rights Reserved
Project analytics provides key
data presentations:
• Determine if projects and
portfolios are on track
• Identify projects that are
exceeding expectations or
are underperforming
• Drill down for root cause
analysis
• Spot trends and issues
before they escalate
Primavera P6 Reporting Database is the
basis for Primavera P6 Analytics, turning
mass amounts of data into insights.
Link back to Primavera P6
Enterprise Project Portfolio
Management from the Oracle BI
EE Plus Reporting Portal to view
and update projects and portfolios.
P6 Analytics Turn Insight & Foresight into Action
Analyzing Drill down, exception reports,
root-cause analysis,
multidimensional analysis
Reporting Detailed operational data
Sharing standardized reports
Monitoring Dashboards, scorecards
and alerts
© 2013 Oracle Corporation – All Rights Reserved
Ad-hoc Analysis
Ad-hoc Analysis with P6 Analytics Easy Creation of new Reports
pick data select layout analysis ready
© 2013 Oracle Corporation – All Rights Reserved
Enterprise Project Management
Question: are ALL Project information under control now ?
Answer: maybe NOT !
Submittals
Change
Requests
Meeting Minutes
and Action Items
Contracts
Issues
Communications
Punch
Lists
Incident
Reports
Requests
for Info Daily
Reports
Vendors
Submittals
Enterprise Project Management
Question: are these information logically connected ?
Answer: Sure...
Change
Requests
Meeting Minutes
and Action Items
Contracts
Communications
Punch
Lists
Incident
Reports
Requests
for Info Daily
Reports
Vendors
Issues
but HOW are managed?
Primavera Unifier – Issue Management
Primavera Unifier
Latest addition to the Primavera Suite that enables Organizations to Control Project Costs
and all Collaborative (internal and External) Activities through a powerful workflow engine
Capabilities
Web/Mobile, Cloud-based, Enterprise Project Portfolio
Management lifecycle solution
Configurable Business Process Automation to drive
business rules, accountability and visibility
Strong document management capabilities
Manages across the organization’s structure –
Business Units, Contractors, Customers, etc.
Best in class Cost Control and Project Execution
capabilities
Powerful Dashboards and user-defined reports
© 2013 Oracle Corporation – All Rights Reserved 19
What is a Unifier Business Process?
+
• Combination of Entry Forms and Workflow
• Entry Forms can be different in each workflow
step based on the step “owner” data visibility
(different actors/companies can collaborate on
the same BP)
• Entries Validation and rule-based workflow
routing (e.g. go to the CFO if change amount >
500k €)
• Total and partial expected lead time can be set
• The forms can have Line Items (Data or Docs)
• Business Processes can be put in relation each
other or nested (sub-Workflows) to create the
“Network”
What is a Unifier Business Process?
• Each Actor is called to action via email and the
Task is added to his list.
• Full Audit trail of approvals and data changes
facilitates resolution of claims and Vendor
evaluations
• Integrated with Umail, an Unifier internal mail
system, used to track Project-based email
communications (a public email address is
created for each Project)
• More than 60 standard Cost and Project
Delivery Business Processes already defined in
Unifier.
• BPs can be created/modified by Business
Users via GUI (i.e. no SW Skills needed)
Primavera Unifier – Change Management
Capabilities
Specific business processes to capture Change Request
from different entities (Customer, Internal, Contractor)
Incorporate Approved and Pending Changes into the Cost
Worksheet to evaluate the impact on the possible Forecast
From the Worksheet drill down to the corresponding
transactions
Transactions are workflow driven with predetermined
lead time and due dates
From any transaction see and navigate all related
objects (eg. The RFI that generated the Change, the
correlated Contract, see other Changes, Issues, etc.)
Highly Configurable to fit any Customer needs
© 2013 Oracle Corporation – All Rights Reserved 22
Reduce Project Risks in terms of Delivery Dates and Margins – Take Control of the change
throughout the project lifecycle
Primavera Unifier - Submittals
A specific, configurable, business process for document exchange between
Owners/Contractors/Vendors
Capabilities
Allows Web interaction between entities in a secure
environment
No needs for email, printing, manual markups, scanning.
Everything is done in an electronic format
Full traceability and audit of all process steps (lead time &
delays)
Autovue solves the problem related to different file
format (especially CAD 2D, 3D) that cannot be read
without the native SW. No PDF conversion anymore
Task Management: every User is aware of his due dates
AutoVue is also able to take measures, explode
drawings and much more !
© 2013 Oracle Corporation – All Rights Reserved 23
Primavera Unifier – Meeting Minutes & Action Items
Two Business processes, Meetings Minutes & Action Items working together to manage
Meeting outcome and monitor the progress of subsequent Actions
Meeting Minute Action Items
RECAP...
Information Integration Primavera Gateway
Information Analysis Primavera Reporting DB & Analytics
Business Process Automation Primavera Unifier
Primavera Solutions Relied On By More than 5000
global enterprises
Engineering & Construction
Public Sector Utilities, Oil & Gas
Manufacturing
Aerospace &
Defense
IT & High Tech
© 2013 Oracle Corporation – All Rights Reserved 26
© 2013 Oracle Corporation – All Rights Reserved 27
© 2013 Oracle Corporation – All Rights Reserved 28