How to deploy performance reporting within oracle ebs projects successfully
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How to deploy Performance Reporting within Oracle EBS Projects successfully. Suhail Maqsood Chief Operating Officer, Rysigo Technologies Corp. Agenda. Oracle Projects Reporting Solutions The Business Need Project Performance Reporting – Overview Exceptions Management - Overview

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How to deploy Performance Reporting within Oracle EBS Projects successfully

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How to deploy performance reporting within oracle ebs projects successfully

How to deploy Performance Reporting within Oracle EBS Projects successfully

Suhail Maqsood

Chief Operating Officer, Rysigo Technologies Corp


Agenda

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


Oracle projects reporting solutions

Oracle Projects Reporting Solutions

Projects Intelligence

Project Analytics

12+

Discoverer

Workbooks

FORMS

Project Status Inquiry

Concurrent Reports

HTML

Status Reports

Project Performance Reporting

Reporting Pack

(BI Publisher)

Project List

12+

ORACLE PROJECTS


Project performance reporting business need

Project Performance Reporting – Business Need

  • Reduced IT Budgets

  • Reliance on technical staff for reports

  • Expensive systems for generating reports

  • Ad-hoc process of collecting information and generating reports

  • 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

  • Operational Challenges

  • Consistency and accuracy of information across roles &

  • business units

  • Security of information

  • Supplier and customer access


Project performance reporting overview

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

Project

Resources

Work


Reporting by project performance overview

Reporting by Project – Performance Overview

Example of the performance areas you can see on the overview page layout for each project type.


Reporting by task task summary

Reporting by Task – Task Summary

Financial Structure

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.


Viewing detailed amounts

Viewing Detailed Amounts

Project

Task

Lowest Task

Expenditure Items

Commitments

Events

Actuals

For example, drill down to view actuals and commitment details for the lowest level tasks.


Reporting by resource resource summary

Reporting by Resource – Resource Summary

0 - RBS Version

Standard Costs

Standard Time

Contractor Time

Profitability

Cost

Example of viewing cost and profitability from a resource breakdown structure.


Periodic view

Periodic View

May 2008

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.


To date view

To-Date View

Prior Period

Period-To-Date

Quarter-To-Date

Year-To-Date

Inception-to-Date

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


Project performance reporting examples

Project Performance Reporting – Examples


Overview of performance exceptions reporting

Overview of Performance Exceptions Reporting

Project Level

Key Performance

Area Level, e.g. Financial, Health

Measure Level, e.g. QTD Actual Costs

Visual status indicators that denote exceptions can be tracked at the three levels shown above.


Adding performance and scoring rules

Adding Performance and Scoring Rules

Add Rules

With proper authority, you can add and remove performance rules and key performance area scoring rules for a project.


Managing exceptions

Managing Exceptions

Critical

Details

Record remarks

At Risk

Record corrective

action

On Track

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


Exceptions management overview

Exceptions Management - Overview

  • View Key Performance Area Statuses for a project

    • Financial

    • Schedule

    • Execution

  • Drilldown to individual exceptions for the project

Exceptions

Project

Dashboard


Exceptions management rollup overview

Exceptions Management “Rollup” - Overview

Single Project Status

Overall Project Status

Key Performance Areas

Schedule

Execution

Financial

Exceptions


Project performance reporting overview1

Project Performance Reporting – Overview

  • Intuitive front end

  • Support for

    • 5 different currencies

    • Multiple calendars – PA, GL, Enterprise

    • Multiple structures – (Workplan, Financial)

    • Multiple Resource Breakdown Structures per project

  • Single reporting summarization model

    PJI and Performance Reporting

  • Custom Measures


Project performance reporting setup

Project Performance Reporting: Setup


Setup profile options

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


Architecture

Forecast Items

Availability Facts

Project Intelligence

Budgets and Financial Plans

Resource Management Facts

Corresponding Materialized Views

Financial and Planning Facts

Draft Revenues

Activities Fact

Revenue Lines

Expenditures

Cost Lines

Online Plan Data

Invoices

Shared Extraction

Financial and Planning Fact

Funding

Activities Fact

Commitments

Project Performance

Architecture


Architecture concurrent programs

Project Intelligence

** Concurrent Programs in green represent the usual business flow

“PRC: Load Project Intelligence Data”

“PRC: Update Project Intelligence Data” **

“PRC: Refresh Project Intelligence Data”

“PRC: Delete Project Intelligence Data”

“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 Performance Data”

“PRC: Update Project Performance Data” **

“PRC: Refresh Project Performance Data”

“PRC: Process Resource Breakdown Structure Updates”

“PRC: Delete Project Performance Data”

Project Performance

Shared Extraction

Architecture – Concurrent Programs


Project status inquiry versus project performance reporting

Project Status Inquiry versus Project Performance Reporting


Implementation tips and techniques

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


Implementation tips and techniques1

Implementation Tips and Techniques

  • PJI Project Performance Sizing Spreadsheet – Available soon!


Implementation tips and techniques2

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


Customization options

Customization options

  • 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 options1

Customization Options

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 options2

Customization Options

Performance Tracking and Exceptions

  • 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)


Implementation gotchas

Typical issues hit during an implementation:

Implementation Gotchas


Implementation gotchas1

Typical issues hit during an implementation:

Implementation Gotchas


Implementation gotchas2

Typical issues hit during an implementation:

Implementation Gotchas


Statistics from an early adopter

Statistics from an early adopter

  • 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


Troubleshooting recommendations

Troubleshooting Recommendations

  • 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 recommendations1

Troubleshooting Recommendations

  • Always check the output of the summarization program

  • 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 : <<no selection made>>

  • Project Organization : <<no selection made>>

  • From Project : Sum_Test_Forecast_FS_CB

  • To Project : Sum_Test_Forecast_FS_CB


Troubleshooting recommendations2

Troubleshooting Recommendations

  • 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;


Pji system prc status sample output

  • 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

PJI_SYSTEM_PRC_STATUS sample output

  • If this table contains any rows, then incomplete runs exist.


Project performance reporting enhancements

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


How to deploy performance reporting within oracle ebs projects successfully

Project Performance Reporting Enhancements

  • Future enhancements to:

    • Improve Performance and scalability

    • Reduce Volume Growth

    • Eliminate Data Inconsistency

    • Streamline patch delivery

    • Best Business Practices

    • Increase responsiveness

    • Recovery from failed processing


Thank you for further information please contact suhail maqsood@rysigo com

Thank youFor further information, please [email protected]


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