1. NorCal OAUG 2010 Training Day How to deploy Performance Reporting within Oracle EBS Projects successfully Suhail Maqsood Chief Operating Officer, Rysigo Technologies Corp

2. Agenda  Oracle Projects Reporting Solutions  The Business Need  Project Performance Reporting – Overview  Exceptions Management - Overview  Architecture  Project Status Inquiry vs Project Performance Reporting  Implementation tips and techniques  Implementation gotcha’s  Project Performance Reporting Enhancements

3. Oracle Projects Reporting Solutions HTML FORMS Projects Intelligence Discoverer Workbooks Project Status Inquiry Project Performance Reporting Status Reports Project List Concurrent Reports Reporting Pack (BI Publisher) Project Analytics ORACLE PROJECTS 12 +

4. Project Performance Reporting – Business Need Compressed Business Cycles Multiple fragmented systems Manual transformation, cleansing and rollup of data Timeliness of information Compressed Business Cycles Multiple fragmented systems Manual transformation, cleansing and rollup of data Timeliness of information Increased Accountability Incomplete data across business, lifecycle Alignment with corporate objectives Visibility into key metrics Increased Accountability Incomplete data across business, lifecycle Alignment with corporate objectives Visibility into key metrics Reduced IT Budgets Reliance on technical staff for reports Expensive systems for generating reports Ad-hoc process of collecting information and generating reports Reduced IT Budgets Reliance on technical staff for reports Expensive systems for generating reports Ad-hoc process of collecting information and generating reports Operational Challenges Consistency and accuracy of information across roles & business units Security of information Supplier and customer access Operational Challenges Consistency and accuracy of information across roles & business units Security of information Supplier and customer access

5. Project Performance Reporting - Overview Visibility across all levels of a project Multiple reporting sections Report Financial Info, Effort and Earned Value Analysis by Tasks, Resources, Time Drill down to underlying transactions Configurability with Graphs Report by Multiple currencies and calendars Highly Configurable More powerful than PSI Drill down from Project Intelligence Resources Work Project

6. Reporting by Project – Performance Overview Example of the performance areas you can see on the overview page layout for each project type. Project X Top Task 1 Activity 1Activity 2 Top Task 2 Activity 1 Financial Performance EffortCost Earned Value RevenueBillability Billing and Collections

7. Reporting by Task – Task Summary Example of viewing financial information such as actual cost and actual revenue at the task level of a financial structure. These amounts are rolled up to the project level. Financial Structure Project X Top Task 1 Activity 1Activity 2 Top Task 2 Activity 1

8. Viewing Detailed Amounts Project Task Lowest Task Expenditure ItemsCommitmentsEvents Actuals For example, drill down to view actuals and commitment details for the lowest level tasks.

9. Reporting by Resource – Resource Summary 0 - RBS Version Standard Costs Contractor Time Standard Time Cost Profitability Example of viewing cost and profitability from a resource breakdown structure.

10. Periodic View CostRevenueMargin May 2008 CostRevenueMargin June 2008 You can use the Periodic View page to create a side-by- side comparison of project performance reporting information for a specific calendar and currency across several months, quarters, or years.

11. To-Date View Example of the available to-date views in which you can view financial information for a project through a particular point in time.

12. Project Performance Reporting – Examples

13. Overview of Performance Exceptions Reporting Visual status indicators that denote exceptions can be tracked at the three levels shown above.

14. Adding Performance and Scoring Rules With proper authority, you can add and remove performance rules and key performance area scoring rules for a project. Project X Top Task 1 Activity 1Activity 2 Top Task 2 Activity 1

15. Managing Exceptions You can click the exception icon status to drill down to the details of the exception.

16. Exceptions Management - Overview  View Key Performance Area Statuses for a project >Financial >Schedule >Execution  Drilldown to individual exceptions for the project Project Dashboard Exceptions

17. Exceptions Management “Rollup” - Overview Exceptions Key Performance Areas Financial ScheduleExecution Overall Project Status Single Project Status

18. Project Performance Reporting – Overview 1.Intuitive front end 2.Support for a)5 different currencies b)Multiple calendars – PA, GL, Enterprise c)Multiple structures – (Workplan, Financial) d)Multiple Resource Breakdown Structures per project 3.Single reporting summarization model PJI and Performance Reporting 4.Custom Measures

19. Project Performance Reporting: Setup

20. Setup Profile Options Calendar BIS: Enterprise Calendar BIS: Period Type Currency BIS: Primary Currency BIS: Primary Rate Type (mandatory) BIS: Secondary Currency BIS: Secondary Rate Type (optional) Global Start Date BIS: Global Start Date

21. Architecture Corresponding Materialized Views Availability Facts Resource Management Facts Financial and Planning Facts Activities Fact Financial and Planning Fact Activities Fact Forecast Items Budgets and Financial Plans Online Plan Data Commitments Draft Revenues Cost Lines Revenue Lines Invoices Funding Expenditures Shared Extraction Project Intelligence Project Performance

22. Architecture – Concurrent Programs Shared Extraction Project Intelligence Project Performance “PRC: Load Project and Resource Base Summaries” “PRC: Update Project and Resource Base Summaries” ** “PRC: Refresh Project and Resource Base Summaries” “PRC: Delete Project Intelligence and Performance Reporting Data” “PRC: Load Project Intelligence Data” “PRC: Update Project Intelligence Data” ** “PRC: Refresh Project Intelligence Data” “PRC: Delete Project Intelligence Data” “PRC: Load Project Performance Data” “PRC: Update Project Performance Data” ** “PRC: Refresh Project Performance Data” “PRC: Process Resource Breakdown Structure Updates” “PRC: Delete Project Performance Data” ** Concurrent Programs in green represent the usual business flow

23. Project Status Inquiry versus Project Performance Reporting FeaturePSIProject Performance CalendarsOne calendar (PA or GL)PA, GL and Enterprise CurrencyOnly functionalUpto five Period typesTotal, ITD, PTD, PP,YTDTotal, ITD, PTD, YTD, QTD Periodic dataOnly for current reporting periodAll periods Budgetary controlsSupportedNot Supported Resource ViewsUsing resource list – only 2 levelsUsing RBS – multi-level Seeded Measures40 (120)*160 (418) Display measures30all ComparisonsActual vs. Approved Budget vs. Primary Forecast Actuals vs. Budgets – 2 plan types vs any approved forecasts Drill-downsSummary to transaction screens (e.g: Exp. Enquiry) Resource summary to transactions Summary to day level transactions No drill-down from resource summary Custom measures Up to 30 numeric (includes ITD, YTD, PTD, PP, Total) and 3 text SQL based formula– not flexible Up to 60 numeric (excludes ITD, PTD, Total) SQL and PL/SQL based formula – more flexible

24. Implementation Tips and Techniques >Implementing PPR introduces additional technologies that a customer needs to be able to understand and support: Tech Stack – PMV (Performance Management Viewer) >The initial load programs may take a significant time and system resources to complete (based on the data volume). Plan accordingly for this! Refer to the PJI Project Performance Sizing spreadsheet to obtain an accurate prediction of tablespace sizes

25. Implementation Tips and Techniques  PJI Project Performance Sizing Spreadsheet – Available soon!

26. Implementation Tips and Techniques >To reduce the time it takes to summarize the data and the size of the database, consider: Purging Projects data prior to running summarization processes using the Purge program Reducing the date data needs to be summarized from Clean up Projects data if possible (close projects etc) DO NOT run the Delete or Truncate processes unless instructed to do so by development when experiencing an issue for which an SR is logged

27. There are 2 methods to define custom measures –Stored custom measures — Defined by updating the package (PJISC01B.pls) — Calculated and stored during summarization process. — For further details on how to modify the package to create the stored custom measure, please read the header of the file. –Computed custom measures — Defined using the user interface for custom measures — Calculated and displayed during the runtime. Customization options

28. Performance Tracking and Exceptions Customize icons –The Implementation user can chose to define a different icon by updating the same in the following lookup: PA_PERF_INDICATORS Customize KPA –The Implementation user can edit the KPA for name, enabling 2 addl KPA through the following lookup: PA_PERF_KEY_AREAS Customization Options

29. Performance Tracking and Exceptions Customization Options Performance Exception Status Client Extension (PA_PERF_STATUS_CLIENT_EXTN) –Returns the overall performance indicator for a project. –$pa/patch/115/sql/PAPESCLS.pls (specification file) –$pa/patch/115/sql/PAPESCLB.pls (package body file)

30. Implementation Gotchas  Typical issues hit during an implementation: IssueLikely Cause The load and update processes are taking too long to run Ensure you have the latest patches – refer to the Recommended patch list on Oracle Support pages Also, ensure your DBA has gathered Schema Statistics for PA, FII and PJI.

31. Implementation Gotchas  Typical issues hit during an implementation: IssueSuggestion How can I reduce the time it takes to run the summarization for a conference room pilot? Reduce the amount of data that is being summarized by modifying the “Global Start Date”

32. Implementation Gotchas  Typical issues hit during an implementation: IssueSuggestion When I drill-down from Project Intelligence detail report to a project the amounts don't match. Why? Either the project performance or the project intelligence may show the latest data if the programs were run out of sync.

33. FP.M Upgrade:runtime: 3hr 23m Shared Extraction (load):runtime: 8hr 20mgather statistics: 2hr 43m Project Performance (load):runtime: 37hr 31mgather statistics: 8hr 50m Data Distribution:54,255 Projects Work Breakdown Structure: 50M rows in PA_PROJ_ELEMENT_VERSIONS 109K work plan versions 600K financial plan versions 150K FIDs 21M CDLs Hardware Configuration: 4 node RAC on 4 SUN 25K servers CPU: Total 80 Dual-Core 1.2 Ghz UltraSparc IV processors Memory: Total 320 GB of memory Statistics from an early adopter

34. Summarization takes unreasonably long to complete –Statistics –Trace files Environment issues: Unable to extend tablespace, etc. –Auto-recovery! Overlapping Work –Resolve the base issue (see output – next slide) Missing Calendar / Currency Setup –Fix and resubmit (auto-recovery) Troubleshooting Recommendations

35. The following entries correspond to incomplete runs of the Project Performance summarization program. To complete any of the incomplete runs, submit a new Project Performance summarization run with identical parameters to the incomplete run. Incomplete Summarization Run Run Mode : Update Project Performance Data Project Type : > Project Organization : > From Project : Sum_Test_Forecast_FS_CB To Project : Sum_Test_Forecast_FS_CB Always check the output of the summarization program Troubleshooting Recommendations

36. Just about all PJI and PPM debugging starts in one place: Information about existing summarization runs: select * from pji_system_parameters order by name, value; Information about what those runs are doing: select * from pji_system_prc_status order by process_name, step_seq; Troubleshooting Recommendations

37. PROCESS_NAME STEP_SEQUENCE STEP_STATUS STEP_NAME ------------ ------------- ----------- ----------------------- PJI_EXTR1 10 C INIT_PROCESS PJI_EXTR1 20 RUN_PROCESS PJI_EXTR1 30 WRAPUP_PROCESS PJI_EXTR1 40 C POPULATE_TIME_DIMENSION PJI_EXTR1 50 C EXTRACT_BATCH_DREV PJI_EXTR1 60 C MARK_EXTRACTED_DREV_PRE............ PJI_EXTR1 340 C ORG_EXTR_INFO_TABLE PJI_EXTR1 350 C CURR_CONV_TABLE PJI_EXTR1 360 C DANGLING_FIN_ROWS PJI_EXTR1 370 DANGLING_ACT_ROWS PJI_EXTR1 380 PURGE_DANGLING_FIN_ROWS PJI_EXTR1 390 PURGE_DANGLING_ACT_ROWS PJI_EXTR1 400 FIN_CMT_SUMMARY............ Current Point of Execution If this table contains any rows, then incomplete runs exist. PJI_SYSTEM_PRC_STATUS sample output

38. Project Performance Reporting Enhancements R12.1 Additional Measures Year To Date, Quarter to Date and At Completion calculated measures are now available. Inter-project Revenue & Cost are included in the Provider Project Revenue & Cost amounts New concurrent audit process AUD: Project Performance Reporting Setup Generates a report that enables you to review setup information for Oracle Projects Project Performance Reporting New parameters for PRC: Refresh Project Performance Data

39. Project Performance Reporting Enhancements Future enhancements to: 1.Improve Performance and scalability 2.Reduce Volume Growth 3.Eliminate Data Inconsistency 4.Streamline patch delivery 5.Best Business Practices 6.Increase responsiveness 7.Recovery from failed processing

40. NorCal OAUG 2010 Training Day Thank you For further information, please contact Suhail.Maqsood@Rysigo.com