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Tailorable Spreadsheet-based Reporting for Project Managers

Project Partners Reporting™

Project Partners Reporting provides reports in Microsoft® Excel spreadsheets, showing only what Project Managers want to see, the way they want to see it. Project Managers can easily review financial and schedule performance for the projects they're responsible for, with easy drill down to task and transaction level details.

Online or On the Road

Project Partners Reporting empowers the Project Manager (PM) who frequently travels to project sites, because the PM can work offline if desired, and synchronize data later when next connected to the office intranet. Native Oracle security is enabled though Microsoft Excel and once users log in and refresh data in their workbooks, they can then go off-line and review the reports at their leisure.

Project Summary Worksheet

Flexible, Tailored Reporting

Leveraging the familiar user interface of Microsoft® Excel and integration into Oracle via XML over HTTP/S, Project Partners Reporting provides robust role-based reporting for Oracle Projects users. Using queries off Oracle?s standard summarization data model and Project Partners views and proprietary summarization processes, user-specific data is imported into hidden Microsoft Excel spreadsheets. Reporting sheets in the same workbook reference the data in the hidden sheets and utilize the power of native Excel functions such as charting/graphing and pivot tables along with formulas and macros to display dashboards, tabular reports with charts and graphs or cross-tab reports. This approach allows you to easily personalize report outputs to desired formats while maintaining the integrity of the data queried and maintained in the hidden and protected worksheet. Excel macros fired from embedded URLs and buttons are used to provide drill-downs in separate worksheets.

Project Schedule Worksheet

Integration Leverages Oracle Applications Technology and Security

Project Partners Reporting provides reports in Microsoft® Excel spreadsheets, showing only what Project Managers want to see, the way they want to see it. Project Managers can easily review financial and schedule performance for the projects they?re responsible for, with easy drill down to task and transaction level details.

Project Partners Reporting delivers four primary benefits:

• Project Manager productivity is improved in the office due to ease of use and ability to see and analyze data in the PM?s preferred format.
• Productivity is improved while in the field via the ability to work off-line and synch with Oracle when next connected via the internet
• Virtually no end user training is required, resulting in immediate user adoption
• Data is secure ? PMs see only the data allowed by Oracle

Unlike other Excel based products offered to Oracle Applications customers, Project Partners Reporting provides:

• A role-based solution oriented to project managers, not a tool oriented to IT users
• The ability to view multiple aspects of projects in one workbook
• Automatic validation of key data from Oracle stored in hidden sheets and available for use whether working online or offline
• Worksheets with built-in business logic, e.g. data calculation and manipulation
• Extensive configurability for tailoring worksheets to different end-user communities

 

For more detailed information on Project Partners Reporting: Email: Reporting Info