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Project Partners Resource Library

Oracle E-Business Suite Presentations 

  • +  Custom Reports in Oracle Project Planning and Control (PJT)
  • A leading multinational energy transportation and distribution corporation implemented Oracle E-Business Suite Project Planning and Control (formerly EBS Project Management). The reporting framework within the application did not provide nicely formatted presentation-quality management reports that combined the project work and financial data with graphical project images, maps and charts. We used the BI Publisher technology to develop a custom report that satisfied all their needs. This paper shows examples and presents the how-to for this custom report.

  • +  KCI Technologies' Oracle Projects Implementation Presentation
  • This case study discusses KCI Technologies’ experience implementing the Oracle Projects applications, from evaluation through actual implementation, expected benefits, and lessons learned. The content addressed how KCI Technologies solved some specific needs, including the automation of custom invoice generation, and provided ROI metrics.

  • +  Leverage the Power of Billing Extensions in Oracle Projects
  • The Oracle Projects suite provides extensions for when standard methods don’t meet client needs. This session shows how to solve five common problems by using extensions; lump sum billing at the lowest task level--move beyond top task restrictions; billing labor when labor is capped at a maximum cost rate; labor add-on billing; work-based billing with automated revenue recognition when payment is received; and revenue hard limits enforced at the lowest task level.

  • +  Oracle E-Business Suite Projects Enables Growth for Atkins North America
  • Atkins North America needed an enterprise resource planning system that could grow with the design, engineering, and project management firm, and that could handle increasing demands for a robust project management system. Usability was as important as broad and deep functionality. Atkins now enjoys a comprehensive solution that handles the growth and diversification of its business. Learn how Atkin’s use of Oracle Projects (part of Oracle E-Business Suite) has provided the infrastructure needed to free up its employees to focus on business success.

  • +  Return on Investment - Building the Business Case for Project Portfolio Management
  • Professional Services Automation and Project Portfolio Management systems empower Project-centric organizations with enhanced, automated and integrated capabilities to manage, control and report on projects across their enterprise. But how prepared is your firm to achieve a return on your systems investment? UC Berkley and USC studies find 15-21% improvement in project execution and delivery costs by improving project management maturity one level. Learn how Oracle Project Management KPIs assist in the measurement of your business and planning a course of action. This whitepaper and presentation include step-by-step directions.

  • +  The Magic Bullet for Customizing Oracle Projects
  • In this OAUG session attendees learned how to use user-defined attributes (UDAs) in Oracle Projects applications. UDAs are similar to DFFs, but much more powerful in four major ways. You can use an unlimited number of UDAs; You can have many records of data associated to a single entity as opposed to only one record; They can be setup in Oracle Projects to look and feel like a standard setup option for the project; and UDAs provide for a function accessed via a link or a button that can be used to call any validation/processing logic needed. This presentation provided some real life examples of how UDAs can be used to implement custom functions for Oracle Project Management.

Oracle E-Business Suite White Papers and Documents 

  • +  Create Project Resource Requirements from a Workplan
  • In Oracle Projects 11i, Workplans and Financial plans can use separate planning resource lists, which provides multiple business benefits. Learn to assign a Workplan planning resource list and create project resource requirements from that list.

  • +  Creating a Financial Plan From Workplan Resources
  • Oracle Projects Applications offers the ability to assign workplan resources and quantities at the task level and then create a financial plan from the workplan resource. This document illustrates how to assign a workplan resource to a task and then create a financial plan from the resources.

  • +  Financial Plans Upgrade Fact Sheet
  • Release 12.2.5 of Oracle E-Business Suite Project Management allows you to leverage Budgetary Controls with Financial Plans, providing more flexible budget modeling and robust forecasting - which is essential for good project financial management. Now is the time to upgrade from the old Budget Type model to Financial Plans and greatly improve your project operations. This fact sheet contains the details of a fixed price, packaged upgrade solution.

  • +  How Project Driven Firms Benefit from Upgrading to Oracle E-Business Suite Release 12.2.5 & 12.2.6
  • EBS Releases 12.2.5 and 12.2.6 provide significant enhancements across the integrated applications suite, including Schedule of Values, Activity Resource Requirement, Consolidated Invoicing, Government Contractor Billing, Performance Management and Project Procurement. Learn about the various approaches in upgrading to R12.2.5 and 12.2.6. Additionally, receive a baseline for measuring the potential value in driving cost savings and improvements to cash flow with new features specific to project-centric industries.

  • +  How to Successfully Manage Government Contracts In a Commercial Product Driven Business
  • Managing government contracts in a business that is primarily commercial and product driven, without changing the business model, was the challenge faced in this customer case study. The product business is usually supplied from a common inventory. Comparatively, government contracts require full cost traceability and contract regulation “flow downs” to suppliers. This business case discussion explains and illustrates how this challenge has been addressed using standard Oracle E-Business Suite functionality.

  • +  I Want it All! Project Management Accelerated
  • In the world of Enterprise Project Portfolio Management, project teams want to leverage the functionality found within the Oracle EBS Project Planning and Control (formerly "Project Management") module but are challenged by their operational environment and the delivered user interface. This delayed many implementation efforts until now. With the financial cutbacks many firms are experiencing, there is a growing need for visibility into the work being done that can be met with tools like Oracle Project Planning and Control but the initial problems of implementation effort and user needs remain. End Users are saying “I want it all, and I want it now.” But C-level executives are pressuring IT teams to deliver needed benefits to the operations group but at a reduced price point and on a faster time line. This whitepaper explains how IT can ensure career success by making both groups happy within a short timeline and with a small budget.

  • +  Integrated Project Portfolio Management - How to Put the Oracle Solution Together
  • Oracle offers several Project Portfolio Management solutions, some with overlapping functionality. In this White Paper we present a comparison of and best practice recommendations between two of the Oracle PPM product suites: Oracle E-Business Suite Projects applications (EBS Projects) and Primavera P6 Enterprise Project Portfolio Management (P6).

  • +  Leverage the Power of Billing Extensions in Oracle Projects
  • This whitepaper is one of the most popular documents on our website, and is a companion to the presentation of the same name. The Oracle Projects suite provides extensions for when standard methods don’t meet client needs. This session shows how to solve five common problems by using extensions; lump sum billing at the lowest task level--move beyond top task restrictions; billing labor when labor is capped at a maximum cost rate; labor add-on billing; work-based billing with automated revenue recognition when payment is received; and revenue hard limits enforced at the lowest task level.

  • +  Oracle EBS Release 12 is a Great Fit for Engineering and Construction
  • This white paper is a companion to our on-demand webinar of the same name. This document introduces a best practices business process flow for the Engineering and Construction industry and reviews major E&C business requirements. View the webinar to see functional examples showing how Oracle E-Business Suite Release 12.2 is a great fit. Discussion includes: Subcontractor Management – contract lifecycle for complex services procurements and sub-contractor progress and payment management; Labor Costing including Davis Bacon Act features; Issue and Change Management; Cost Codes; Financial Management; and Schedule Management using delivered integration to Primavera P6.

  • +  Oracle Project Planning and Control to Manage Project Phases and Enforce Phase Gates
  • Mature project organizations use Structured Projects with definite Phases of execution and Phase Gates that must be cleared in order to move the project from one phase to the next. Some firms use Microsoft Excel to manage phases but this results in decentralized and inaccessible information. Using Lifecycles, Deliverables, Financial Plans and Workflow, you can easily automate these functions in Oracle Project Management. This solution enables a single source of truth and drives compliance with PMO guidelines.

  • +  Oracle Project Procurement Datasheet
  • The new solution helps project teams and stakeholders ensure that projects are delivered according to plan as they eliminate sources of waste, reduce project risk, and provide visibility into supplier performance metrics. Oracle Project Procurement achieves these goals by enabling project management and procurement professionals to closely collaborate throughout the lifecycle of the project. This not only helps project teams establish and measure strategic project objectives, it helps improve project procurement planning, decision-making, and execution. In addition, Oracle Project Procurement uses an in-memory visualization layer that leverages Oracle Endeca Information Discovery to discover project risks before they happen.

  • +  Oracle Projects - Client Extensions
  • Unlock the Power of Oracle Projects. In this paper, you will be introduced to each of the client extensions and some specific examples of how they have solved real world issues.

  • +  Personalization Determines the Fields Shown on Forms
  • Personalizing HTML forms can improve user productivity. Learn how to use Personalization to show or hide fields in Oracle Applications. Screenshots and step-by-step instructions included.

  • +  Projects Workflows – Tips and Tricks
  • Oracle Projects provides numerous workflows which can be modified to meet complex business requirements. These workflows not only support approval routing but can also be used to enforce project controls and implement business processes. This paper covers some of the key Workflows available in Oracle Projects and shows how they can be used in a creative way to perform strategic functions. This paper also explains how to associate custom workflows with user configurable entity statuses. Be sure to view the Webinar of the same name.

  • +  Reconcile Oracle Projects with Other Applications
  • Follow the twelve steps in this document to reconcile Oracle Project Costing and Billing with other Oracle Applications.

  • +  Return on Investment - Building the Business Case for Professional Services Automation
  • Professional Services Automation and Project Portfolio Management systems empower Project-centric organizations with enhanced, automated and integrated capabilities to manage, control and report on projects across their enterprise. But how prepared is your firm to achieve a return on your systems investment? UC Berkley and USC studies find 15-21% improvement in project execution and delivery costs by improving project management maturity one level. Learn how Oracle Project Management KPIs assist in the measurement of your business and planning a course of action. This whitepaper and presentation include step-by-step directions.

  • +  Status Reports in Oracle Project Management
  • Learn how to utilize the Status Reporting function in Oracle Project Planning and Control (PJT), master the configuration steps, and see how several firms utilize these reports to improve their operations.

  • +  Tailoring Web ADI Layouts
  • This article shows you, with step-by-step instructions and screenshots, how to tailor your web interface layouts for Oracle's Applications Desktop Integrator functionality.

  • +  Using Oracle EBS Projects to Manage Performance Obligation Based Revenue Recognition
  • The new Revenue Recognition rules defined under ASU 2014-09 and IFRS 15 require defining Performance Obligations for each contract and assigning a contract value to each obligation for consistent and streamlined revenue recognition. The framework to achieve this requirement is built into Oracle Projects Release 12.2.5. This paper shows how you can leverage new features around Schedule of Values in Oracle Projects Release 12.2.5 to meet the new revenue recognition requirements under the revised GAAP and IFRS rules.

  • +  Utilize Subledger Accounting to Complement Oracle E-Business Suite Projects Auto-Accounting
  • This paper explains how the Sub Ledger Accounting (SLA) module introduced in R12 of Oracle E-Business Suite can be used to fill some gaps in the E-Business Suite Projects Auto-Accounting model. The paper walks through a customer case-study showing a business requirement that is not met by Auto-Accounting and shows how SLA was used to provide a working solution.

  • +  What You Need to Know About Upgrading to Release 12
  • This article, published in OAUG Insight Magazine, provides an introduction to planning your upgrade to Oracle Applications Release 12.

  • +  When Serious Project Management is a Critical Business Requirement
  • When “serious” project management is a critical business requirement, managers need to integrate cost, schedule and technical scope of work across the project, and apply earned value management. Learn how JPL integrated Oracle Projects with COTS software for schedule and cost management to provide a powerful tool for project managers!

Oracle E-Business Suite Webinars 

  • +  Authorizations for Expenditures (AFEs)
  • Many organizations use Authorizations For Expenditures (AFEs) to request and reserve funds for a particular expense or project. AFEs can be related to capital projects, internal projects, and projects billed to clients or joint venture partners. Until now, Authorizations for Expenditures required a great deal of manual effort using Oracle E-Business Suite (EBS) applications. Project Partners has developed an easy to use Authorization for Expenditure solution that extends the functionality of Oracle EBS Projects applications. This solution encompasses capital and indirect/expense projects using Oracle Project Costing, and optionally uses Oracle Project Billing to invoice these expenses to joint venture partners and/or customers. The behind-the-scenes functionality is robust and impressive but best of all is the simple, role-based user interface that makes the process easy. View this webinar to learn more about using AFEs and the benefits delivered by Project Partners’ integrated Authorization for Expenditure solution

  • +  Be a Hero: Maximize the ROI of Oracle EBS Projects and Ensure Rapid Adoption Across Your Enterprise
  • Your firm knows that using Oracle E-Business Suite Projects will help increase profitability and ensure that project objectives are met. But your project managers and administrators already have day jobs, they don’t have extra time to learn new software or hours every day to use project management programs. How can you help your firm meet its business goals and maximize the return on its investment? You can have your project managers and administrators trained on Oracle EBS Projects in 82% less time and spending 40% less time on a daily basis, using a familiar Microsoft® Excel front-end, ensuring rapid end-user adoption, and putting your company on the fast track to the many benefits provided by Oracle. See how our User Interface Applications free up your firm’s employees to make more strategic contributions and achieve business objectives.

  • +  Benefits of New Costing Functionality in R12.2
  • New "Actual Labor Costing" and "Pay When Paid" functionality in Oracle E-Business Suite Release 12 provides many benefits. These benefits include better insights into costs, better cash flow, Davis-Bacon compliance, “Effective Cost” compliance, and reduced labor costs. This webinar explains how to leverage the new functionality in your business.

  • +  Best Practices for Managing Maintenance Documents
  • For Oracle Enterprise Asset Management (eAM) users, managing maintenance documents is both important and challenging. Maintenance managers, planners and workers use a variety of documents from different sources to maintain complex plant equipment, facilities and infrastructure. To be productive they must be able to quickly and easily find, understand and use all of this information. This webinar explains the best practices for using document attachments and demonstrates a very easy method for managing maintenance documents via seamless integration with Microsoft Sharepoint.

  • +  Bringing R12.1.2 Order Management to Account Receivable Invoices into EBS Projects
  • Learn how a rapidly growing company met the challenge of keeping their Oracle E-Business Suite Order Management (OM) to Accounts Receivable (AR) functionality and flow intact, while also bringing all the invoice information into Oracle E-Business Suite Projects and enabling full drill down from Project Management draft invoices back to AR. This firm did not want to lose any desired functionality by flowing invoices through Oracle Projects to AR, enabling a flow from AR to Projects kept all desired functionality in OM, AR and Projects.

  • +  Case Study: Implementing R12 Projects for the Professional Services Division of a Global Enterprise
  • Increasingly, enterprises that aren’t considered project-centric are turning to Oracle E-Business Suite Projects for their growing professional services divisions. This presents unique challenges to the system integrator and the enterprise in adapting Professional Services best practices to their existing infrastructure. This presentation will show how Project Partners helped a world leading firm implement Release 12 Oracle E-Business Suite Applications with 14 Operating Units and five currencies in one project-centric division.

  • +  E-Business Suite R 12.2 Is a Great Fit for Engineering & Construction
  • This webinar is an Encore from the Collaborate 14 conference. The webinar introduces a best practices business process flow for the Engineering and Construction industry and reviews major E&C business requirements, showing how Oracle E-Business Suite Release 12.2 is a great fit. Discussion includes: Subcontractor Management – contract lifecycle for complex services procurements and sub-contractor progress and payment management; Labor Costing including Davis Bacon Act features; Issue and Change Management; Cost Codes; Financial Management; and Schedule Management using delivered integration to Primavera P6.

  • +  Easily Manage Capital Projects Using Oracle and Microsoft Excel
  • Project Administrators can quickly and easily create capital projects, tasks, transaction controls, and intuitively cerate project assets all from spreadsheets. Project Managers can easily enter data and keep a tight rein on task progress and forecasted costs and then see tabular data and charts showing project performance with drilldown to lowest level of detail – all in specialized workbooks. Using Oracle E-Business Suite Project Costing and Project Partners User Interface Applications reduces labor by 40% and frees up users to make more strategic contributions to their organizations.

  • +  Fortune 500 Firm Empowers 5000 Project Managers
  • A global provider of professional technical and management services is empowering 5,000 Project Managers, administrators, directors and finance personnel. They are able to quickly create and set up projects (clients, agreements/funding, WBS and budgets), manage progress, review schedules, financial and earned value metrics and revise forecasts and status reports using a Microsoft® Excel based user interface to Oracle Project Planning and Controls (formerly Project Management). Ten legacy applications were eliminated, allowing everyone to review the same data in a common format they were comfortable with, with only 2 days of training per user.

  • +  Implementing OTL in a Complex Project Environment
  • Join us for a lively, valuable discussion of some of the most exciting features in R12.1+ Oracle Time & Labor with Oracle E-Business Suite Projects, including the long-awaited Contingent Worker/PO capability, enhanced preference criteria for dynamic templates based on various attributes, powerful Change and Late Audit compliance for DCAA & more. Everyone using timecards with Projects will appreciate the key benefits of combining ease-of-use with fast, accurate labor/cost capture, which can free workers’ time to perform other tasks

  • +  Improved Federal Accounting with Oracle Projects Release 12
  • Until release 12.1, Oracle Projects has not been a perfect fit for Federal requirements. Now Budgetary accounting entries can be created for all expenditures in Projects, allowing relief of your encumbrance entries. Now, Federal budgetary entries can be made for revenue, which are required for revenue accounting. These entries were designed with FASB compliance in mind. Agreements have also been enhanced to support federal requirements. This presentation discusses these new features in detail

  • +  Integration and Revenue Management with Oracle EBS Projects, Order Management and Receivables
  • This webinar features a case study of a firm successfully using Oracle E-Business Suite Projects, Oracle Order Management and Oracle Receivables and shows how they manage their revenue. This firm leverages R12.1.3 revenue management functionality for GAAP revenue recognition and EBS Projects with a different revenue recognition basis. In this webinar we will show you how creative approaches to integrating Orders and Projects are possible with minimal development, that robust solutions support long term business needs while providing flexibility for growth, and that simple approaches lead to the best long term solutions.

  • +  OAUG Webinar: Time Management for Projects
  • In these challenging times, everyone needs a solution for fast, simple, accurate, cost-effective time entry - a key component of your firms' PPM success. The right Time Management solution can be accessed via your smartphone or laptop, whether you’re in airplane mode or in a remote location without cellular reception, as easily as from your office. Making it easy to enter timecards increases timeliness and accuracy, which improves the reliability of your project performance reporting. Whether your organization needs time entry via a smartphone or fast group time entry via a spreadsheet, Project Partners’ easy to use and affordable applications take the burden out of timecard entry. This webinar includes a demonstration of Project Partners' two exciting new products: TimeSpeed and mProjects Time Management, which are fully integrated with Oracle Time and Labor and Oracle Projects.

  • +  Oracle Advanced Global Intercompany System in R12
  • Oracle Advanced Global Intercompany System (AGIS) is a powerful application designed to handle the complex Intercompany accounting and processing requirements of global corporations. It has been designed and built using the OA Framework that is easy to use, and yet very sophisticated and rich in feature sets. It leverages the core building blocks of R 12 architecture in the areas of Legal Entity, Trading Community Architecture, Sub Ledger Accounting for Transaction Account Definition, workflow integration for processing and Approvals Management Application for transaction approval. The greatest benefit of the application is its ease of use for multiple companies belonging to different legal entities and Primary Ledger(s) across the globe that shares the same Oracle Application instance. This webinar will discuss the nuances of implementing AGIS in Oracle E-Business Suite Applications Release 12.

  • +  Part 1 of 2: Using Oracle EBS Projects to Meet Complex Global Requirements of Project-Driven Organizations
  • This is Part 1 of a 2 Part Encore presentation of a Collaborate 13 paper. Global Project-Centric Organizations have complex global requirements effecting the operation of their businesses. In this case study, the company manages projects in multiple countries, using different currencies and languages. These projects are often staffed with foreign resources. This session discusses using the Oracle E-Business Suite R12 Projects applications to meet the complex global requirements of Global Project-Centric Organizations. Specific topics include Global Security, Multi-Currency and Multilingual Support.

  • +  Part 2 of 2: Managing Global Projects with Oracle E-Business Suite Projects Applications
  • This is Part 2 of a 2 Part Encore presentation of a Collaborate 13 paper. There are two models that are pre-dominantly used to manage global projects: Decentralized Work with Centralized Project Management, and Decentralized Work with Decentralized Project Management. Both models are easily handled in Oracle Projects but need completely different setups and operational procedures. This paper discusses the two models, the setups and operational procedures required and the impacts based on organizations, operating units, legal entities, currencies, periods, resources and accounting.

  • +  Project Contracts Flowdowns
  • Oracle Project Contracts allows users to configure flow down of attributes, articles, terms and conditions, and more. The flow down mechanism can also be used to provide subcontractors with the relevant prime contract information. This webinar explains when and how to use Flowdowns in Oracle Project Contracts.

  • +  Projects Workflows - Tips and Tricks
  • Oracle Projects provides numerous workflows which can be modified to meet complex business requirements. These workflows not only support approval routing but can also be used to enforce project controls and implement business processes. This paper covers some of the key Workflows available in Oracle Projects and shows how they can be used in a creative way to perform strategic functions. This paper also explains how to associate custom workflows with user configurable entity statuses. Be sure to download the white paper of the same name.

  • +  The Business Value of Upgrading to EBS R12.2
  • Oracle E-Business Suite (EBS) Applications Release 12.2 provides significant enhancements across the integrated suite of business applications spanning enterprise resource planning, project performance management, and supply chain management. View this webinar to understand the various approaches in upgrading to R12.2. Additionally, receive a baseline for measuring the potential value in driving cost savings and improvements to cash flow with new features specific to project centric industries including, but not limited to project supply chain planning, planning by cost breakdown, subcontractor management, and mobile project management.

  • +  Understanding Earned Value Management in Oracle Applications
  • Using earned value analysis enables improved project reporting, proactive and forward-looking project management, and increased predictability of project success. This presentation discusses what earned value management is, why a company should implement it and how to use Oracle E-Business Suite and Primavera applications for earned value analysis. Topics include the evolution of earned value analysis, the advantages of using earned value to measure projects, standard earned value matrices, and how to use Oracle Applications to perform earned value analysis.

  • +  Using Enhanced Subcontractor Dashboard and Controls with Oracle Project Management in R12.1.2
  • Expand your ability to track and manage subcontractor compliance through the new Subcontractor Dashboard and Payment Controls capability of Release 12 combined with Oracle Project Planning and Controls (formerly Project Management). View and search for subcontractor invoices, place invoices on hold or release previous holds, all within your standard Project Planning and Controls screens. Track contract compliance items, such as insurance certificates and lien releases, manage payment to automatically happen once you receive payment and more.

  • +  Using Oracle Project Analytics within Engineering and Construction Firms
  • Extend Oracle Project Analytics using new project data elements, expanded reporting and dashboard capability, with specific focus and examples relating to the Engineering and Construction industry. Use Earned Value and Forecast information to automatically update your project briefing presentations and create standard curve presentations directly from Oracle Project Planning and Controls (formerly Project Management) to Project Analytics to your Microsoft PowerPoint deck. Drill down into your organization and project data for actionable analytics.

  • +  Utilize SubLedger Accounting to Complement Oracle E-Business Suite Projects Auto-Accounting
  • This presentation explains how the SubLedger Accounting (SLA) module introduced in R12 of Oracle E-Business Suite can be used to fill some gaps in the E-Business Suite Projects Auto-Accounting model. The presentation walks through a customer case-study showing a business requirement that is not met by Auto-Accounting and showed how SLA was used to provide a working solution. This webinar also discusses additional scenarios where Sub Ledger Accounting can be utilized to supplement Auto-Accounting. Be sure to download the companion white paper of the same name.

  • +  What Can Oracle Project Manufacturing Do For You?
  • This webinar will introduce you to Oracle E-Business Suite Project Manufacturing and identify the types of businesses that are the best fit for this application. You'll also learn about the benefits that Oracle Project Manufacturing delivers to its users.

  • +  Why Atkins uses Oracle EBS and Project Partners Applications
  • Atkins is one of the world's leading engineering and design consultancies, employing some 17,420 people across the UK, North America, Middle East, Asia Pacific and Europe. It has the breadth and depth of expertise to plan, design and enable some of the world's most technically challenging and time critical infrastructure projects. In 2006, Atkins North America migrated to the Oracle E-Business Suite Projects applications because Atkins needed an ERP system that could grow with the company and handle the increasing demands for a robust Project management system. In addition to needing broader and deeper functionality to support growth, usability was a key concern. Project Managers needed simple user interface tools to manage their projects. Atkins selected Project Partners to implement the Oracle Projects suite and now enjoys a comprehensive solution that handles the growth and diversification of its business. To enhance usability, Atkins uses Project Partners User Interface applications to provide a simple user interface layer to enable users to easily maintain tasks, budgets and earned value metrics. Atkins also uses Project Partners’ smartphone timecard application, to speed up time entry. View this webinar and learn how Atkins' use of these applications has provided the infrastructure needed to free up Atkins employees’ time to focus on their customers and grow their business.