Project Partners Webinars

All Project Partners Webinars are offered Free of Charge to approved attendees

View All On Demand Webinar Recordings Below:

Oracle E-Business Suite Webinars 

  • +  Take Control with Oracle Project Manufacturing! Step-by-Step Criteria to Review When Considering it.
  • Bruce Maghan, Sr. Director, Solutions Architect

    Project Manufacturing is a linking application which links the full spectrum of Supply Chain applications to a project paradigm. However, there are considerations to take into account when implementing Project Manufacturing so view this webinar and obtain the important criteria.

  • +  Project Financial Forecasting - The Engine that Drives Project Financial and Operational Control!
  • Neeraj Garg, Vice President of ERP Solutions

    Project based organizations depend on the efficiency of project execution to manage operations and financials. It starts with individual projects and a financial forecast for a project is a powerful tool that forces the Project Manager to think about how they are performing - Actuals to Date and what they anticipate they will need to complete the remaining work - Estimate To Complete (ETC) in terms of specific resources (Labor and non-Labor), including any changes to scope, schedule and resources and these impact the ETC.

  • +  Evolving Capital Projects to the Next Level
  • Bruce Maghan, Sr. Director, Solutions Architect

    This Webinar entitled “Evolving Capital Projects to the Next Level with a Powerful Solution – Move Beyond to Drive Efficiences & Reporting Accuracies“ takes a deep dive into the common challenges organizations like yours are facing today around managing your capital projects, how to resolve those challenges, look at the Why's around Cap Projects, how this solution works and how to successfully, & efficiently move beyond the Oracle standard functionality challenges with the Project Partners unique and powerful solution.

  • +  Why Capital Projects - AFEs Series 3 of 3
  • Bruce Maghan, Senior Practice Director/Solutions Architect.

    In our Final Series Session (3) of (3) - We'll review the background of how 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 either off-system Point Solutions or Spreadsheets. 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.

  • +  Why Capital Projects - Taking it to the next level with Project Partners UI Apps
  • Bruce Maghan, Senior Practice Director/Solutions Architect.

    This is Part (2) of our (3) part educational web-series - specifically focused on next level resolution with Project Partners User Interface Applications (UI Apps). This series will arm you with critical steps and insight into a Project Financials cost-effective solution. This unique solution offering will assist administratively burdened organizations like yours to effectively manage Project Financials around Capital spend through all phases of the Capital Lifecycle (Concept Definition, Funding Approvals, Execution, Reporting, and Managing Project Costs).

  • +  Why Capital Projects? Project Financials Solutions/Techniques
  • Bruce Maghan, Senior Practice Director/Solutions Architect.

    Through this three (3) part educational web-series, Project Partners will arm you with critical steps and insight into a Project Financials cost-effective solution. This unique solution offering will assist administratively burdened organizations like yours to effectively manage Project Financials around Capital spend through all phases of the Capital Lifecycle (Concept Definition, Funding Approvals, Execution, Reporting, and Managing Project Costs).

  • +  Managing New Revenue Recognition Standards with Oracle EBS Projects
  • 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 presentation 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.

  • +  Projects Workflows - Tips and Tricks
  • Rajeev Sinha, Associate Managing Principal Consultant

    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.

  • +  Utilize SubLedger Accounting to Complement Oracle E-Business Suite Projects Auto-Accounting
  • Rajeev Sinha, Associate Managing Principal Consultant

    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.

  • +  Authorizations for Expenditures (AFEs)
  • Neeraj Garg, Vice President Oracle E-Business Suite Solutions, and David Stenman, Account Director

    Many organizations use Authorizations For Expenditures (AFEs) to request and reserve funds for a particular expense or project. Project Partners has developed an easy to use Authorization for Expenditure solution that extends the functionality of Oracle EBS Projects applications. Learn more about using AFEs and the benefits delivered by Project Partners’ integrated Authorization for Expenditure solution here.

  • +  Benefits of New Costing Functionality in R12.2
  • Kimberly McDonald Baker, VP Marketing and Wendy Lamar, Managing Principal Consultant

    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.

  • +  Project Contracts Flowdowns
  • Gina Coleman, Managing Principal Consultant

    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.

  • +  Part 1 of 2: Using Oracle EBS Projects to Meet Complex Global Requirements of Project-Driven Organizations
  • Neeraj Garg, Vice President, Products

    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.

  • +  Using Oracle Project Analytics within Engineering and Construction Firms
  • Neeraj Garg, Vice President

    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.

  • +  Understanding Earned Value Management in Oracle Applications
  • Neeraj Garg, Vice President, Product Development

    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.

  • +  OAUG Webinar: Time Management for Projects
  • Pat Bowyer, Director, Time Management

    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: TimeSpeed and mProjects Time Management, which are fully integrated with Oracle Time and Labor and Oracle Projects.

  • +  What Can Oracle Project Manufacturing Do For You?
  • John May, Principal Consultant

    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.

  • +  Part 2 of 2: Managing Global Projects with Oracle E-Business Suite Projects Applications
  • Neeraj Garg, Vice President, Products

    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.

  • +  Oracle Advanced Global Intercompany System in R12
  • Ravi Shankar, Vice President, E-Business Suite Projects

    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.

  • +  Integration and Revenue Management with Oracle EBS Projects, Order Management and Receivables
  • Robert D. Anderson, CPA, Senior Practice Director

    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.

  • +  Improved Federal Accounting with Oracle Projects Release 12
  • Neeraj Garg, Vice President, Product Development

    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

  • +  Case Study: Implementing R12 Projects for the Professional Services Division of a Global Enterprise
  • John May, Principal Consultant

    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.

  • +  Implementing OTL in a Complex Project Environment
  • Pat Bowyer, Director, Time Management

    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.

  • +  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.

  • +  Easily Manage Capital Projects Using Oracle and Microsoft Excel
  • Peter Budelov, Associate Vice President, Product Management

    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.

  • +  Be a Hero: Maximize the ROI of Oracle EBS Projects and Ensure Rapid Adoption Across Your Enterprise
  • Peter Budelov, Associate Vice President, Product Management

    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.

  • +  Best Practices for Managing Maintenance Documents
  • Jay West, President, EAM Masters, and Peter Budelov, Associate Vice President, Project Partners

    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. 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.

  • +  E-Business Suite R 12.2 Is a Great Fit for Engineering & Construction
  • Neeraj Garg, Vice President

    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.

  • +  Why Atkins uses Oracle EBS and Project Partners Applications
  • Randy Martin, CPA, Director Project ManagementSystems, Atkins North America; and Peter Budelov, Associate Vice President, Project Partners

    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.

  • +  Bringing R12.1.2 Order Management to Account Receivable Invoices into EBS Projects
  • Robert D. Anderson, CPA, Senior Practice Director

    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.

  • +  Fortune 500 Firm Empowers 5000 Project Managers
  • Neeraj Garg, Vice President, Product Development

    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.

  • +  The Business Value of Upgrading to EBS R12.2
  • Neeraj Garg, Vice President

    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.

  • +  Oracle E-Business Suite Projects Enables Growth for Atkins North America
  • Randy Martin, CPA, Director Project ManagementSystems, Atkins North America; and Peter Budelov, Associate Vice President, Project Partners

    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.

  • +  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.

  • +  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.

  • +  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.

  • +  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.

Oracle Cloud Webinars 

  • +  Contract Based Project Billing in Oracle Project Portfolio Management Cloud
  • Oracle Fusion Cloud Project Portfolio Management offers Project Contracts features that are part of the Cloud ERP Contracts model. Fusion Cloud Project Contracts offers sell side contracts functionality that helps to drive revenue and billing independent of project setup and execution. This presentation highlights the core features including a flexible approach to billing by contract lines, contract level summaries, consolidated bill plans, billing controls, improved user interface and improved process efficiencies.

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