Project Partners Blog


Archive for the ‘Fusion’ Category

Author: Wendy Lamar | Managing Principal Consultant | Project Partners
Oracle E-Business Suite R12 Project Certified Implementation Specialist

Asset Capitalization Dashboard

The Asset Capitalization Dashboard has been included in release 12.2.8.  The dashboard provides the user with a complete view of a capital project’s costs, and capabilities to manage certain functions of capital project maintenance that were previously only accessible via Oracle forms.

The Asset Capitalization Dashboard is accessed from the Project Home, navigating to the Financial tab, Asset Capitalization subtab.

 

The dashboard provides a summary of the project costs, including capitalizable and non-capitalizable costs; as well as the Assets assigned to the project or a task of the project.  The summary also indicates those costs not yet summarized, not yet capitalized, and not yet processed through asset generation and/or interface to Oracle Assets.  There is an indicator of any rejected lines.  Certain summarized information also provides drill down capabilities to view the expenditures included.

 

The next screenshot is the resulting page from drilling into Capitalizable Costs expenditures; access by clicking the Cost Summary – Capitalizable Costs amount (red arrow above):

 

 

 

 

 

 

 

 

 

 

 

 

Returning to the main dashboard – In the lower region, you will view the Assets Inquiry to view the project assets.  Parameters are provided to search the assets and limit results.

 

Manageable functions include managing holds, reversing assets, and assigning an asset to the project or task level.  Details of costs and their progression through costing processes are reported by asset (with drill down capabilities).  At the end of the row the user can open the asset lines, as shown in the next screenshot.

View Asset Lines Results:

 

Note that some actions that can be performed from this page, including splits and interfacing the asset to Oracle Assets.  There are also search capabilities to limit the data returned.

Returning to the main dashboard – at the top and bottom right, buttons are included to navigate to the Task Summary.

 

The Task Summary allows the user to view the cost information summarized by task, including common cost tasks and any non-capitalizable costs.  If an asset has been generated including costs from the task chosen, the task number, name and description will display in the lower region.

 

In summary, the capital asset dashboard provides quick access to most capital project maintenance steps accessed directly from the project home, providing more visibility to the project team for total project costs and necessary actions, saving time spent on day to day activities and reconciliation efforts.

P: #1.650.712.6203 | www.projectp.com

 

 

Project Partners Blog Author:
Sachin Gupta | Oracle Primavera Solution Architect – Application Integration Specialist

Activity Excel Utility Using P6 EPPM Web Services

P6 EPPM Web Services is a great way of integrating external systems with P6 EPPM application. Activity excel utility allows reading and writing data to Oracle Primavera P6 EPPM using P6 EPPM Web Services.

Activity excel utility allow user to:

  • Maintain activity details
  • Maintain activity relationship
  • Assign global and project activity code to activity
  • Assign resource or role to activity
  • Maintain activity steps
  • Maintain activity UDF
  • Maintain resource assignment UDF
  • Maintain activity step UDF

 

 

 

 

 

 

 

 

Update Project List – download list of projects from the connected P6 EPPM application

Read All Data – allows downloading all activity data at the click of button

Clear All Data – removes data from all worksheets

Read – Read or download data from P6 EPPM using Web Services

Modify – Create, Update or Delete the data for the corresponding business object

Screenshots of some of the worksheet are shown here for reference

Activity Details allows creating new activity and maintaining existing activity data. CRUD flag is used to identify the operation to be performed

“C” – Create, “U” – Update, “D” – Delete, “R” – Read.

Activity data is downloaded with CRUD flag as “R”

 

Activity attributes like Duration Type, % Complete Type, etc. use same set of values as in the application.

Activity Relationship can be created and updated within excel utility. Relationship Type has a predefined set of values as used in application – Task Dependent, Resource Dependent, Level of Effort, Start Milestone, Finish Milestone, WBS Summary.

 

 

 

Activity Code Assignment allow user to assign activity code to activities. Both global and project specific activity codes can be assigned to activities.

 

 

 

Resource Assignment allow user to assign resource/role to activities. This can be used to maintain resource assignment for activities of the project.

 

 

 

User interface for all other worksheets are similar to the one shown above.

Download evaluation copy here.

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Project Partners, a long-standing Oracle Partner, and global leader in optimizing business processes and IT investments within project-driven organizations.

www.projectp.com

FOR ANNOUNCEMENT | IMMEDIATE RELEASE


Project Partners, LLC. receives MBE certification from WRMSDC

A privately held minority consulting services and software solutions firm achieves National
Minority Business Enterprise (MBE) certification

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Half moon Bay, CA–July, 2020 – Project Partners, the world’s foremost Experts in Enterprise Project Portfolio Management™ for project-centric organizations is proud to announce that is has received the Minority Business Enterprise (MBE) of the Western Regional Minority Supplier Development Council (WRMSDC) National certification. After completing the extensive application, meeting, and passing the review and rigorous requirements of the MBE certification process, this certification award proves that Project Partners, LLC meets the requirements to do business with large corporations, local, state, and federal government departments as a minority business entity. This milestone is an exciting opportunity for Project Partners with its mission to expand and continue to deliver a consistent level of high-quality services that positively impact the organizations it serves.

“Receiving this coveted certification is definitely an honor.  I know that the WRMSDC fully supports the growth and welfare of minority communities by championing the use of minority-owned businesses, therefore has a stringent national certification process.  We are proud to have successfully gone through the process and been awarded our MBE certification,” says Randy Egger, CEO and President of Project Partners.  “We also look forward to participating and leveraging WRMSDC’s community of MBE’s and tools that will provide us access to new prospects in our pursuit for growth and development of our products and services exclusively to project-centric organizations leveraging Oracle Technology. It’s a tremendous opportunity.”

To learn more about Project Partners, LLC, including its new status, visit www.projectp.com

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About Project Partners, LLC:  Project Partners, LLC is a privately held firm headquartered in Half Moon Bay, California, offering consulting services and software solutions.  Project Partners is a long-standing Oracle partner and a single point solution provider for all requirements across Oracle ERP | PPM Cloud, Oracle E-Business Suite, Oracle Primavera applications for project-driven organizations. As a 100% minority-owned business with MRMSDC certification as an MBE, Project Partners is committed to stellar service and developing innovative and sustainable solutions for their clients.

www.projectp.com


Questions About ERP | PPM Cloud?
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Don’t miss this opportunity to ask your questions, no matter where you are in your Oracle ERP | PPM Cloud journey. We look forward to having great discussions and providing you with expert insight, analysis and the answers you’re searching for.

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We’re here to help and solution with you.  Simply Register Below & Secure Your Spot for a One-on-One Office Hour Chat!

SECURE YOUR OFFICE CHAT TIME HERE


www.projectp.com


INTRODUCING PROJECT PARTNERS PROJECT APPLICATION – PROCESS ASSESSMENT SERVICES

Whether helping you uncover hidden project challenges stemming from your current functional and operational applications/processes to understanding the why and how to migrate to the cloud, our Project Application/Process Assessment services give you the rigorous framework you need to grow and quickly achieve organizational success.

Our Team Will Partner With You to Assess Your Project Applications and Background Processes Inside and Out. 

Projects is the link that can penetrate your entire organization and requires careful analysis to maximize efficient operations.  If you are experiencing what appears to be a pain in your organization’s business process and applications, then now is the time to take another look and assess with the experts.

We are extending a SPECIAL ASSESSMENT offering that has proven results for our customers.  Just take the SIMPLE next steps to obtain Project Partners holistic approach to a full assessment and associated discount offer.

CLICK | SCHEDULE AN ASSESSMENT HERE TO GET STARTED

www.projectp.com

A FRESH APPROACH TO ORACLE CAPITAL PROJECTS AND FIXED ASSETS

In this webinar, we’ll discuss how to move beyond to drive efficiencies and reporting accuracies with a fresh approach to Oracle Capital Projects, fixed assets, and showcase how Project Partners successfully delivered this solution for a customer that is using a third party fixed assets system to manage their capital projects.

We Invite You To Join Us And Learn More About This Powerful Solution:  

• The Capital Projects functionality delivered in Oracle Project Costing has enabled many of our customers to take advantage of the native integration to Oracle Fixed Assets

• However, there are industries that require a greater level of detail, control for estimating and allocating asset costs

• To address this, our team developed a solution that supports the need for greater level of detail, control of asset costs and allocations – which we will review and showcase for you

REGISTRATION OPEN NOW

Register today, and feel free to review our resource library and services overview at www.projectp.com.  HAVE QUESTIONS?  Need more information about this Webinar or other services  – We’re here to help!

Schedule a Consultation:
Phone: #1.650.712.6203   Email: cfryc@projectp.com

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Project Partners, Oracle Platinum Partner, and global leader in optimizing business processes and IT investments within project-driven organizations.

 

Are you part of a non-traditional Professional Services Organization and feeling the staffing data-burden?

Then you are probably experiencing the common demand around deploying groups of staffing managers to manage these applications, yet with limited budgets and the same needs to manage resource supply and demand in order for your organization to stay effective and profitable.

We Invite You To Join Us In This Insightful Session Where You Will Learn:

  • A simpler alternative for Resource Planning
  • How to utilize Project Financial Forecasting to address Resource Planning
  • Ultimately “Two For One – Getting It Done!” – Forecasting

REGISTER TODAY – RESERVE YOUR PLACE

QUESTIONS? Need more information about this Webinar or our Services – We’re here to help!

Schedule a Consultation:
Phone: #1.650.712.6203   Email: cfryc@projectp.com

We look forward to sharing our expertise and knowledge with you for a simpler alternative for Resource Planning.  Register today, or feel free to review our resource library and services overview at www.projectp.com.

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Project Partners, Oracle Platinum Partner, and global leader in optimizing business processes and IT investments within project-driven organizations.

 

 

Providing Our Customers With Better Project Delivery Through Full-Service…

PROJECT APPLICATION | PROCESS ASSESSMENTS

Whether helping you uncover hidden project challenges stemming from your current functional and operational applications/processes to understanding the why and how to migrate to the cloud, our PROJECT APPLICATION/PROCESS ASSESSMENT services give you the rigorous framework you need to achieve success quickly.

We Will Partner With You to Assess Your Project Applications and Background Processes Inside and Out. 

Projects is the link that can penetrate your entire organization and requires careful analysis to maximize efficient operations.  If you are experiencing what appears to be a pain in your organization’s business process and applications, then now is the time to take another look and assess with the experts.

SPECIAL ASSESSMENT OFFER

With Your SIMPLE next steps to obtain Project Partners holistic approach to a full assessment and associated discount offer.

PROJECT PARTNERS PROUDLY ACHIEVES PLATINUM PARTNER STATUS IN
ORACLE PARTNERNETWORK (OPN)

HALF MOON BAY, Calif., January 16, 2019 – Project Partners, a global leader in optimizing business processes and IT investments within project-driven organizations, today announced that it has achieved Platinum partner status in Oracle PartnerNetwork (OPN).  By attaining Platinum level membership, Oracle has recognized Project Partners for its in-depth expertise and continued excellence in providing services for Oracle applications and technology.

“We are honored to be in the highest level of the OPN Program. With our new designation as a Platinum Partner in the Oracle PartnerNetwork (OPN), Project Partners will continue to strengthen and build upon its 20+ year relationship with Oracle,” said Randy Egger, President/CEO, Project Partners.  Our global team has continually demonstrated deep application expertise and are working to obtain additional certified specializations across Oracle application solutions areas to better serve our project-centric customers.”

The company offers deep industry expertise across key Oracle applications and technologies including the Oracle ERP Cloud, Oracle E-Business Suite, and Oracle Primavera applications.  In addition, we have developed products and solutions to support and augment our customers’ off-the-shelf products.  We are proud to be widely recognized as The Experts in Solutions for Project-Driven Organizations™ and look forward to continuing collaboration, sharing industry experiences and leveraging our Platinum Partner status to enable organizations, partners and Oracle.

With its Platinum status, Project Partners will benefit with the high level of engagement, commitment and resources available to OPN partners.  Platinum members receive dedicated virtual account management support to build joint development plans and help broaden specialization areas and revenue opportunities. Additional benefits include priority placement in the OPN Solutions Catalog, one free application integration validated by Oracle, joint marketing and sales opportunities, discounted training and more. For more information about the benefits of becoming an OPN Platinum level partner, please visit: http://www.oracle.com/us/partnerships/index.htm

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About Project Partners, LLC.

Headquartered in Half Moon Bay, California | Project Partners is the global leader in optimizing business processes and IT investments within project-driven organizations. We are dedicated to helping businesses achieve their goals with smart, effective and scalable Oracle Application solutions that improve processes and deploy technology to maximize project life cycle ROI. Our business process experts understand and support customers with their evolving business models and help them drive productivity to meet the demands of the market and their organization.

Project Partners has a diverse team who is expert in leveraging Oracle’s ERP Cloud, E-Business Suite and Primavera solutions. We have global locations worldwide to support multi-geographical operations and have executed implementations for hundreds of clients who manage tens of thousands of projects, thousands of users, multiple languages and currencies. In addition, we have developed products and solutions to support and augment our customers’ off-the-shelf products.  Project Partners is proud to be widely recognized as The Experts in Solutions for Project-Driven Organizations™.

Project Partners is a proud Oracle Platinum Partner, Oracle Certified Education provider and authorized Reseller of Primavera and Oracle Cloud PPM, and Cloud Financials.  We hold an Oracle Cloud Standard certification, with specializations in Oracle® E-Business Suite™ with Projects, Primavera and Oracle Validated Integration’s in EBS.

For more information, visit: http://www.projectp.com/

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About Oracle PartnerNetwork

Oracle PartnerNetwork (OPN) is Oracle’s partner program that provides partners with a differentiated advantage to develop, sell and implement Oracle solutions. OPN offers resources to train and support specialized knowledge of Oracle’s products and solutions and has evolved to recognize Oracle’s growing product portfolio, partner base and business opportunity. Key to the latest enhancements to OPN is the ability for partners to be recognized and rewarded for their investment in Oracle Cloud. Partners engaging with Oracle will be able to differentiate their Oracle Cloud expertise and success with customers through the OPN Cloud program – an innovative program that complements existing OPN program levels with tiers of recognition and progressive benefits for partners working with Oracle Cloud.

To find out more visit: http://www.oracle.com/partners

 

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P: #1.650.712.6203 Email: cfryc@projectp.com