Program & Project Risks and Reporting with Oracle Primavera Cloud Peter Gable RPCuk

Agenda Overview of Oracle Primavera Cloud AKA - Prime Project Risk Qualitative and Quantitative Schedule Risk Project Risk Register Risk Analysis (Monte Carlo simulation) Enterprise Risk Reporting Enterprise Risk Register Tabular Reports BI Reports Integration with P6 XML Import/Export Gateway Agenda

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What is Oracle Primavera Cloud? AKA “Prime” 100% Cloud-based product Project and Portfolio Management service built on Oracle technology Integrated scope, cost and schedule Long range capital and resource planning Evaluate ideas and proposals that align with business strategic goals Tools to perform enterprise risk analysis in the cloud leveraging Monte Carlo simulations

Project Schedule, Cost & Risk What’s the chances of this project still finishing on time? Well, I have my plan in P6. I have a Risk Register with 30 risks, 10 of which are red. Project Manager What we often see is a lot of companies run their projects with three different groups of people, doing three pieces of work in three disparate tools: Planners/Schedulers focussed on time and working in P6, MSP etc Cost Estimators focussed on cost and working in Excel or specialist estimating tools Risk Managers/Analysts focussed on risk and working in Excel or specialist risk tools With all three working in silos it becomes impossible to answer simple questions from a management/executive perspective: If a particular risk occurs, what is the impact on project cost and finish date? Planners Estimators Risk Managers

Project Schedule, Cost & Risk What’s the chances of this project still finishing on time? Project Manager Well, I have my plan in P6. I have a Risk Register with 30 risks, 10 of which are red. Currently 75%, but we have a proposed mitigation plan to get to 95% if you’ll approve? OPC What we often see is a lot of companies run their projects with three different groups of people, doing three pieces of work in three disparate tools: Planners/Schedulers focussed on time and working in P6 etc Cost Estimators focussed on cost and working most often just in Excel Risk Managers/Analysts focussed on risk and working in Excel or specialist risk tools With all three working in silos it becomes impossible to answer simple questions from a management/executive perspective: If a particular risk occurs, what is the impact on project cost and finish date? Planners Estimators Risk Managers

Risk Management Risk Management Identify Assess Analyze Monitor Full, native risk lifecycle management capabilities Project-level risk register supporting both qualitative and quantitative analysis Pre-built reporting and analytics Bi-directional integration with P6 to perform risk analysis

Risk Scoring Matrix Provides the basis for both qualitative and quantitative risk analysis Enables standardization of risk scoring across the enterprise Set probability ranges as well as schedule, cost, and user-defined thresholds Rich color-coding to highlight greatest risks to a project Easy-to-use configuration steps

Risk Register Central location for identification, assessment, categorization, and statusing of project risks Track at both project and activity level Immediate visibility into risk score based on native risk scoring matrix Manage response plans to determine best course of action Supports custom-defined fields

Risk Analysis Quantitative visibility into likelihood of meeting project or activity dates Pre-built Histogram & Tornado Charts based on Monte Carlo Choose to analyze pre-response, post-response, or both

Typical Use Case Project & Program Risks Open P6 Project – Risk View Show risk adjusted dates blank Run Gateway to push schedule to OPC View schedule and Apply Uncertainty Assign Risk Matrix Import Risks (XLS) Show Risks linked to Activities Run Monte Carlo (Project and Activity, include Proposed, Pre and Post Response) Show Monte Carlo output Show Risk adjusted dates in OPC Run Gateway to push risk adjusted dates back to P6 Show OPC Reports Program View of Project and Program Risks Run Project Tabular Report Run BI graphical report (Workspace and Project)

Project & Program Risks Create / Update Schedule Direct in OPC / P6 integration Assign Risk Matrix Apply Activity Uncertainty Add (or import Risks) for the project Connect Risks <-> Activities Analyse Project Risk Register Run QSRA (Monte Carlo simulation) Analyse risk adjusted dates Add Program Risks Analyse Program Risk Register Combination of Project risks in the program Additionally, risks that occur across the program Project & Program Risks Risk Reporting OPC Views BI Reports Tabular reports

Project Risks

Program & Project Risks Program Risks Project Risks

Risk Reports Reporting Options Views / Layouts Tabular Reports BI Publisher Analytics Risk Reports

Live Demo Project & Program Risks Setup…. Open Project – Risk View Show risk adjusted dates blank View schedule and Apply Uncertainty Show how to Assign Risk Matrix Show Risks linked to Activities Demo Monte Carlo run (Project and Activity, include Proposed, Pre and Post Response) Show Monte Carlo output Show Risk adjusted dates in OPC Show a program risk register Show OPC Reports Program View of Project and Program Risks Project Tabular Report BI graphical report (Workspace and Project)

Typical Use Case P6 Integration Open P6 Project – Risk View Show risk adjusted dates blank Run Gateway to push schedule to OPC View schedule and Apply Uncertainty Assign Risk Matrix Import Risks (XLS) Show Risks linked to Activities Run Monte Carlo (Project and Activity, include Proposed, Pre and Post Response) Show Monte Carlo output Show Risk adjusted dates in OPC Run Gateway to push risk adjusted dates back to P6 Show OPC Reports Program View of Project and Program Risks Run Project Tabular Report Run BI graphical report (Workspace and Project)

Suggested Data Flow for Risk Use Case P6 Gateway OPC Create and Maintain Schedule Schedule from P6 to OPC Add Activity Uncertainty Create and Maintain Risk Register Connect Risks <-> Activities Perform QSRA Update P6 Schedule with Risk-adjusted dates Risk-Adjusted Schedule in P6 Schedule from OPC to P6

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