1. Industry Goals

2. Increase Customer Satisfaction  On-Time, On-Budget, Within Scope  Ensure High Quality Delivery Increase Margins  Drive Efficiencies into Bid Process  Improve Project Controls and Schedule Mgmt Effectively Manage Risk  Provide Timely, Accurate Information to Everyone  Improve Productivity of All Resources Increase Customer Satisfaction  Budgeting, Forecasting, Workplan Execution  Change Management Increase Margins  Project Templates: Lessons Learned, Standards for WBS & Estimates  Change Management Effectively Manage Risk  Project Execution, Issue & Change Management, Resource Management, Performance Reporting Goal Solution Area

3. The Oracle Solution ETO/Project Manufacturing

4. Footprint

5. Engineer to Order Industry Footprint Financials HR Time & Labor Sales Supply Chain Documents 3 rd Party Oracle Solutions Project Intelligence Project Collaboration Project Collaboration Project Costing & Billing Project Costing & Billing Project Manufacturing Project Manufacturing Project Management Project Management Global Project Repository Global Project Repository Discrete Manufacturing Bill Of Materials Project Portfolio Analysis Scheduling (Primavera, Artemis etc. PDM (E-Matrix etc.) APS CAD (Tribon, Intergraph etc.)

6. ITEM/BOM/Routing WBS Activity Resource R R Plan/Actual Forecast Budget Estimation Resource Schedule Activity Scheduling Tool Resource Oracle For Project Scheduling Footprint for Engineer to Order

7. Work Resources Finances Work Resources Finances Updates Forecasting Changes Billings Capitalization Bid / Planning Phase Bid / Planning Phase Project Execution Project Control Metrics KPI ’ s Reports Analysis / Close-out Analysis / Close-out Project Selection Objectives Scenarios Portfolios The ETO Lifecycle ETO/Project Manufacturing Core Processes Historical Bid BOM integration Workplans / Resources Budgeting Initiate Procurement Initiate MDS Actuals & progress roll-up from mfg

8. Work Resources Finances Work Resources Finances Updates Forecasting Changes Billings Capitalization Historical Bid BOM integration Workplans / Resources Budgeting Bid / Planning Phase Bid / Planning Phase Project Execution Project Control Metrics KPI ’ s Reports Analysis / Close-out Analysis / Close-out Project Selection Objectives Scenarios Portfolios The ETO Lifecycle Bid / Planning Phase Initiate Procurement Initiate MDS Actuals & progress roll-up from mfg

9. Bid / Planning Phase Streamlined Bid Preparation & BOM Integration  Leverage historical data (Project Templates): – Update Templates from lessons learned during close-out – Update standard WBS and schedules – Include existing estimates – Project linked to Manufacturing BOM  Quickly assemble new bid/estimate – Schedule and rapidly adjust plan – Roll-up resources from BOM* – Roll estimate data into budget for project execution phase Historical Bid & Project Information Roll-up Workplan resources to budgets Generate Bid/Estimate Resource data from mfg to Projects * Partial custom

10. Leverage Manufacturing Integration Project Resource Management Project Collaboration Project Costing Project Billing Project Management Project Portfolio Analysis* Global Project Repository Projects Intelligence Integration to Manufacturing Project Manufacturing

11. Leverage Manufacturing Integration Project Resource Management Project Collaboration Project Costing Project Billing Project Management Project Portfolio Planning* Global Project Repository Projects Intelligence Integration to Manufacturing Project Manufacturing ITEM/BOM/ Routing R Process: Link Item to Project (Deliverable) Extract resource data (Items, People, Equipment, & Financial Elements) from BOM* Import of resource data into project Task Assignment (TA API)* * Partial custom

12. The Project cycle starts and ends by leveraging historical data such as lessons learned.

13. Project Templates address standardization of Work Definition, Progressing & Reporting

14. In an ETO environment, Project Deliverables drive integration to Manufacturing through links to items (sub- assemblies) and integration to Procurement.

15. Budgeting Process

16. Bid / Planning Phase Leverage Workplan to Budget Integration  Budget generation based on resource schedule or workplan – Cost amounts based on quantity using rate schedules and burden multipliers – Revenue amounts based on revenue accrual method (work-based, cost-based, event-based)  Streamlined data entry – Automatic extension of quantities into cost / revenue amounts based on actual or planning rates – Entry of lump sum amounts across periods using predefined spread curves – Varying periods for data entry  Flexible budgeting options – At any level of task or resource – Financial plan comparison – Multiple currencies Budget Streamlined Data Entry ResourcesWorkplans

19. Work Resources Finances Work Resources Finances Updates Forecasting Changes Billings Capitalization Bid / Planning Phase Bid / Planning Phase Project Execution Project Control Metrics KPI ’ s Reports Analysis / Close-out Analysis / Close-out Project Selection Objectives Scenarios Portfolios The ETO Lifecycle Project Execution Historical Bid BOM integration Workplans / Resources Budgeting Initiate Procurement Initiate MDS Actuals & progress roll-up from mfg

20. Project Execution

21. Project Execution Focused on execution  Initiate Procurement  Initiate Manufacturing Scheduling & Shipping  Roll-up Actuals & progress* from Manufacturing * Partial custom Initiate Procurement, MDS & Shipping from Workplan Roll-up actuals & progress from Mfg

22. Project Execution Execution and Financial Structure Support  Support All Operational Structures – Shared workplan and financial structure – Partially shared workplan and financial structure – Mapped workplan and financial structures – Separate workplan and financial structures  Rollup of Workplan and Financial Structure – Rollup Effort (Planned, Remaining Effort) from Workplan to Financial Structure for Budgeting and Forecasting – Rollup Progress from Workplan to Financial Structure  Definition and updates of structures in web interface Workplan Structure Tasks Financial Structure Categories SharedMappedSeparate

23. Planning & Execution

24. Progressing of ETC and % Complete supports Earned Value & Forecasting

25. Integration to Procurement

26. Project Resource Management Project Collaboration Project Costing Project Billing Project Management Project Portfolio Planning* Global Project Repository Projects Intelligence Procurement Deliverable scheduled within Workplan (or Financial Plan) initiates a Purchase Requisition Integration to Procurement Procurement

27. Create Deliverables and their associated actions

28. Procurement Action created Choose Expense (1) or..

29. … or Inventory(2)

30. Initiate Purchase Requisition

32. Integration to Manufacturing

33. Integration to Manufacturing – MDS/Shipping Project Resource Management Project Collaboration Project Costing Project Billing Project Management Project Portfolio Planning* Global Project Repository Projects Intelligence Push to Manufacturing Schedule and initiate Shipping Integration to Manufacturing Project Manufacturing

34. MDS & Shipping

36. (2) Demand Initiated from Projects to Manufacturing (1) Initiate demand

37. Discrete Manufacturing Your input needed here!

38. Deliverables Progress

39. Integration to Manufacturing - Progress Project Resource Management Project Collaboration Project Costing Project Billing Project Management Project Portfolio Planning* Global Project Repository Projects Intelligence Integration to Manufacturing Project Manufacturing ITEM/BOM/ Routing R * New to 11i10. ** Custom to call API Progress is collected against an operation* on a WIP job. Progress rolled up to project via API**

41. Work Resources Finances Work Resources Finances Updates Forecasting Changes Billings Capitalization Bid / Planning Phase Bid / Planning Phase Project Execution Project Control Metrics KPI ’ s Reports Analysis / Close-out Analysis / Close-out Project Selection Objectives Scenarios Portfolios The ETO Lifecycle Project Control Historical Bid BOM integration Workplans / Resources Budgeting Initiate Procurement Initiate MDS Actuals & progress roll-up from mfg

42. Forecasting

43. Project Control Focused on execution & re-forecasting  Enter & roll-up* progress from Manufacturing  Re-forecast * Partial custom Enter & roll- up progress from Mfg Re-forecast from workplan changes

44. Project Control Streamlined Forecasts  Forecast (EAC) = Actuals + ETC  ETC based on: – Earned value – Percent complete – Future budget amounts – Future resource schedule – Work quantity – Workplan – Remaining effort – Open commitments – Change documents  Compare variances to prior forecasts  Automatic creation of initial forecast on baseline of approved budget  Adjust quantity, rates, cost or revenue by percentage across planning elements Actual & Future Costs Percent Complete Changes Initial Budget Forecast

45. Leverage Forecasting Model Editing Forecast Amounts  Automatic recalculation of amounts based on changes to quantity, cost or bill rates  Allow updates to quantity, cost, or revenue amounts  Allow overrides of cost and / or bill rates Comparing forecasts with other plans  original baseline  current baseline  other plan versions of the same or different plan types

46. Will add a screenshot here

47. Comparison of Forecast & Budget Versions

48. Actual Costs vs Budget vs Forecast

49. Actual Costs vs Budget vs Forecast – by WBS/Task

50. Actual Costs vs Budget vs Forecast - by Resource

51. Earned Value Analysis supports trends and Forecasting

52. Project Control Billing Review

54. Change Request Issue Change Order Define Issue Collaborate Resolve Does Issue result in Project Change? Create Change Request Copy Issue Define Impact Approve Create Change Order Include Change Requests Approve Implement Impact Project Control Issue and Change Management

55. Work Resources Finances Work Resources Finances Updates Forecasting Changes Billings Capitalization Bid / Planning Phase Bid / Planning Phase Project Execution Project Control Metrics KPI ’ s Reports Analysis / Close-out Analysis / Close-out Project Selection Objectives Scenarios Portfolios The ETO Lifecycle Analysis & Close-out Historical Bid BOM integration Workplans / Resources Budgeting Initiate Procurement Initiate MDS Actuals & progress roll-up from mfg

56. Analysis / Close-out Performance Reporting  Visibility across all levels of project  Multiple reports – Report Financial Info and Earned Value – Configurability with Graphs and Drilldown – Analysis by WBS, RBS, Period – Report Project and Project Functional Currencies  Drilldown from Project Intelligence  Enhanced Project Status Inquiry in web interface Resources Work Project

59. Analysis / Close-out Key Performance Metrics