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© 2014 EPC Technologies. All rights Reserved
Oracle PPM Cloud Deployment, made easy
EPC Technologies provide end-to-end, best-of-breed solutions for Project-Driven Organizations. Our highly skilled team
delivers quality services to our clients around the globe. We help our clients deliver complex projects by providing the best
solutions available. Project professionals benefit from its ground-up design to keep pace, keep score, and deliver
extraordinary business and project insight. Mobile and embedded social capabilities ensure consistent communication in a
secure, collaborative, team- based environment, for project delivery success.
With No Hardware, No Software there is no boundaries - your business through the cloud is centralized and accessible from
anywhere in the world, on any computer or mobile devise, at any time. Further enhance your cloud experience by adopting
EPC Technologies 24/7 support services.
With our team's skills and knowledge in Oracle deployments we are able to contribute an essential value to our clients to
deliver successful application leveraging and the latest training.
www.ppm.cloud
www.epct.net
Offering Overview
PPM FINANCIAL TRACK PPM EXECUTION TRACK
PACKAGE 1 PACKAGE 2 PACKAGE 1 PACKAGE 2
TIME LINE 12 weeks 16 weeks 14 weeks 18 weeks
MODULE  Project Costing
 Project Control
 Project Performance
Reporting
 Oracle Transactional
Business Intelligence
 Project Costing
 Project Control
 Project Performance
Reporting
 Fusion Project Contracts
 Fusion Project Billing
 Oracle Transactional
Business Intelligence
 Project Costing
 Project Control
 Project Performance
Reporting
 Project Management
 Task Management
 Oracle Transactional
Business Intelligence
 Project Costing
 Project Control
 Project Performance
Reporting
 Project Contracts
 Project Billing
 Project Management
 Task Management
 Oracle Transactional
Business Intelligence
CONFIGURATION
/ SETUP SCOPE
For Each Module:
• Set up of up to two (2) business units for one (1) country;
• Configure one (1) single language
• Configure one (1) single currency to be deployed for all application users;
Project Costing
• Configure 1 reference set in addition to common
• Configure 1 Project Unit and Organization Structures
• Modify maximum of 2 delivered workflow depending on
the feasibility configuration flexfields/Checklist/Document
of records based on the business requirement
• Configure 2 project types
• Configure 5 Project templates for the purpose of creating
projects that share common features, attributes and
options
• Configure 2 Project calendars
• Configure expenditure categories, expenditure types,
service types, work types and status types
• Configure up to 10 Project roles & required Project
resources
• Configure up to 5 Rate schedules & required cost rules
• Configure up to 5 Project resource breakdown structures
• Configure cost transaction accounting rules
Project Billing
• Configure up to ten (10) event types / and up to ten (10)
revenue methods;
• Configure business unit billing options / multi-currency
options;
• Configure project invoicing options;
• Configure up to five (5) project billing descriptive flexfields
• Configure customer contract management business
function properties;
• Configure up to five (5) sub ledger accounting rules for
invoices and revenue transactions;
• Configure up to five (5) rate schedules for billing (i.e. Rate
Based Method) at a job / person / non-labor / resource
level.
Project Contract
• Configure up to two (2) Contract Types and corresponding
layout templates (Logo changes for standard templates);
• Configure Contract Roles, Role Sources and Contract Risks;
• Configure Contract Terms and Standard Clauses. Up to
three (3) Sources & five (5) sections per Terms Templates,
up to four (4) clauses per section;
• Configure Internal / External Parties for Contract
Project Control
• Configure up to five (5) period profiles to control periods
displayed on budgets / forecasts;
• Configure budgeting and forecasting options;
• Configure planning options
• Configure up to three (3) financial plan types used to
define default information and planning options /
generation options when creating budgets / forecasts;
• Configure up to three (3) project plan types used to define
default information when creating a project plan and
capturing progress;
Project Performance Reporting
• Configure performance reporting options;
• Configure analytic reporting options;
• Configure up to ten (10) KPI’s,
• Configure up to five (5) project dashboards.
• Configure up to five (5) KPI categories for the project unit
to use based on organizational requirements;
• Create up to five (5) custom project performance tracking
measures;
• Configure summarization and reporting options for the
project units;
Project Management Module
• Configure up to ten (10) Project Management roles;
• Configure one (1) work day shift and workday patterns;
• Configure up to five (5) issue Types;
• Configure up to five (5) deliverables types;
• Configure up to fifty (50) project resources.
Provide up to eight (8) hours of data mapping assistance
for Project & Task Management modules’ data conversion
© 2014 EPC Technologies. All rights Reserved
PPM Business Process
MODULE PROCESS
PROJECT COSTING
Manage Project
• Creation of projects with task list
• Assignment of resources at
project and task level
• Assignment of Asset at project
or task level and interfacing
• the same to FA on project
completion
Project Cost
• Manage Project cost, allocation
of cost and burdened cost
• Manage Interface of project cost
from other sub-modules
• Manage Project costing
accounting
Project Costing Report
• Projects - Cross Subject Area Analysis -
Real Time
• Project Costing - Unprocessed
Transactions Real Time
• Project Costing - Actual Costs Real
Time
• Project Costing - Expenditure Item
Performance - Real Time
PROJECT CONTROL
Manage Project Budget & Forecast
• Creation of Project Cost Budget
• Creation of Project Revenue Budget
• Creation of Project Cost Forecast
• Creation of Project Revenue Forecast
• Control Project commitments
• Apply Progress to project Plan
• Microsoft Excel integration for Budget and forecast entry
• Automate forecast Generation
• View Compare Published Progress
Report
• Project Control Real Time Report
• Project Control - Budgets Real Time
• Project Control - Forecasts Real Time
PROJECT CONTRACT
Manage Contract
• Definition of contract with
customers
• Approval of contracts
• Invoicing Rule and revenue
recognition rule for contract
• Assigning Single / Multiple
Projects with Contract
• Contract amendment
Project Billing Transaction
• Generation of Draft & Final
Revenue
• Generation of Draft & Final
Receivables Invoice
• Manage Project Revenue
Accounting
Report
• Project Billing - Funding Real Time
• Project Billing - Invoices Real Time
• Project Billing - Revenue Real Time
PROJECT BILLING
Project Billing Transaction
• Generation of Draft & Final Revenue
• Generation of Draft & Final Receivable Invoice
• Manage Project Revenue Accounting
PROJECT PERFORMANCE
REPORTING
• Offers Real-Time information
• Comparison of current & past project performance
PROJECT MANAGEMENT Project Plan
• Plan and Schedule Work
• Exception Based Progress
Review
• Detail Work Plan and Financial
Plan
Manage Issue
• Issue Creation
• Assignment and Action Items
• Issue Notifications
• Monitor Issue Status
• Project Analysis to track issue
Manage Requirements
• Manage Product
• Manage Release and Sprint Backlogs
• Manage Capture Requirement Themes
• Allows Plans and velocity Tracking
TASK MANAGEMENT • Task are managed & progressed in a single view, consolidated place
© 2014 EPC Technologies. All rights Reserved
Add-ons PPM Cloud Module Services
PROJECT RESOURCE
MANAGEMENT
Helps to manage the capacity and deployment of people and assets for project work by finding and
deploying the most qualified resources to your global projects.
Oracle Project Resource Management centralizes information to empower project, resource, and staffing
managers to better utilize their single most critical resource: people. The net result is improved customer
and employee satisfaction, increased utilization, and higher project and enterprise profitability.
GRANTS MANAGEMENT
To have absolute control and visibility into how the funds are used to support sponsored projects and
programs. The proper management of grants is essential to ensuring the continuation of this important
revenue stream.
PROJECT INTEGRATION
GATEWAY
Managing a project in multiple disparate systems without fully integrating them can result in a disjointed
process creating project overruns, delaying execution and duplicating effort.
Oracle Fusion Project Integration Gateway brings together world-class financial project management from
Oracle Fusion Project Portfolio Management and best in-class project execution in an optimized end-to-
end enterprise project and portfolio management process.
BILLING EXTENSIONS
Additional Services
 Custom Reports
 Custom Integrations
 Upgrades
 Additional UI / Apps Changes
 Health Check
 Support Services
 Client Extensions
 Training
 Data Migration
Call for Action
For detailed or further information, please us:
Matthew Bezuidenhout Anne Hanekom Lucia van Wyk
EPC Technologies
(Global - Asia Pacific / Europe / USA)
E: Matthew@epct.net
EPC Technologies
(USA)
E: anne@epct.net
EPC Technologies
(Asia Pacific)
E: Lucia@epct.net
Quotation contact

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Oracle PPM Cloud Deployment, Made Easy

  • 1. © 2014 EPC Technologies. All rights Reserved Oracle PPM Cloud Deployment, made easy EPC Technologies provide end-to-end, best-of-breed solutions for Project-Driven Organizations. Our highly skilled team delivers quality services to our clients around the globe. We help our clients deliver complex projects by providing the best solutions available. Project professionals benefit from its ground-up design to keep pace, keep score, and deliver extraordinary business and project insight. Mobile and embedded social capabilities ensure consistent communication in a secure, collaborative, team- based environment, for project delivery success. With No Hardware, No Software there is no boundaries - your business through the cloud is centralized and accessible from anywhere in the world, on any computer or mobile devise, at any time. Further enhance your cloud experience by adopting EPC Technologies 24/7 support services. With our team's skills and knowledge in Oracle deployments we are able to contribute an essential value to our clients to deliver successful application leveraging and the latest training. www.ppm.cloud www.epct.net
  • 2. Offering Overview PPM FINANCIAL TRACK PPM EXECUTION TRACK PACKAGE 1 PACKAGE 2 PACKAGE 1 PACKAGE 2 TIME LINE 12 weeks 16 weeks 14 weeks 18 weeks MODULE  Project Costing  Project Control  Project Performance Reporting  Oracle Transactional Business Intelligence  Project Costing  Project Control  Project Performance Reporting  Fusion Project Contracts  Fusion Project Billing  Oracle Transactional Business Intelligence  Project Costing  Project Control  Project Performance Reporting  Project Management  Task Management  Oracle Transactional Business Intelligence  Project Costing  Project Control  Project Performance Reporting  Project Contracts  Project Billing  Project Management  Task Management  Oracle Transactional Business Intelligence CONFIGURATION / SETUP SCOPE For Each Module: • Set up of up to two (2) business units for one (1) country; • Configure one (1) single language • Configure one (1) single currency to be deployed for all application users; Project Costing • Configure 1 reference set in addition to common • Configure 1 Project Unit and Organization Structures • Modify maximum of 2 delivered workflow depending on the feasibility configuration flexfields/Checklist/Document of records based on the business requirement • Configure 2 project types • Configure 5 Project templates for the purpose of creating projects that share common features, attributes and options • Configure 2 Project calendars • Configure expenditure categories, expenditure types, service types, work types and status types • Configure up to 10 Project roles & required Project resources • Configure up to 5 Rate schedules & required cost rules • Configure up to 5 Project resource breakdown structures • Configure cost transaction accounting rules Project Billing • Configure up to ten (10) event types / and up to ten (10) revenue methods; • Configure business unit billing options / multi-currency options; • Configure project invoicing options; • Configure up to five (5) project billing descriptive flexfields • Configure customer contract management business function properties; • Configure up to five (5) sub ledger accounting rules for invoices and revenue transactions; • Configure up to five (5) rate schedules for billing (i.e. Rate Based Method) at a job / person / non-labor / resource level. Project Contract • Configure up to two (2) Contract Types and corresponding layout templates (Logo changes for standard templates); • Configure Contract Roles, Role Sources and Contract Risks; • Configure Contract Terms and Standard Clauses. Up to three (3) Sources & five (5) sections per Terms Templates, up to four (4) clauses per section; • Configure Internal / External Parties for Contract Project Control • Configure up to five (5) period profiles to control periods displayed on budgets / forecasts; • Configure budgeting and forecasting options; • Configure planning options • Configure up to three (3) financial plan types used to define default information and planning options / generation options when creating budgets / forecasts; • Configure up to three (3) project plan types used to define default information when creating a project plan and capturing progress; Project Performance Reporting • Configure performance reporting options; • Configure analytic reporting options; • Configure up to ten (10) KPI’s, • Configure up to five (5) project dashboards. • Configure up to five (5) KPI categories for the project unit to use based on organizational requirements; • Create up to five (5) custom project performance tracking measures; • Configure summarization and reporting options for the project units; Project Management Module • Configure up to ten (10) Project Management roles; • Configure one (1) work day shift and workday patterns; • Configure up to five (5) issue Types; • Configure up to five (5) deliverables types; • Configure up to fifty (50) project resources. Provide up to eight (8) hours of data mapping assistance for Project & Task Management modules’ data conversion
  • 3. © 2014 EPC Technologies. All rights Reserved PPM Business Process MODULE PROCESS PROJECT COSTING Manage Project • Creation of projects with task list • Assignment of resources at project and task level • Assignment of Asset at project or task level and interfacing • the same to FA on project completion Project Cost • Manage Project cost, allocation of cost and burdened cost • Manage Interface of project cost from other sub-modules • Manage Project costing accounting Project Costing Report • Projects - Cross Subject Area Analysis - Real Time • Project Costing - Unprocessed Transactions Real Time • Project Costing - Actual Costs Real Time • Project Costing - Expenditure Item Performance - Real Time PROJECT CONTROL Manage Project Budget & Forecast • Creation of Project Cost Budget • Creation of Project Revenue Budget • Creation of Project Cost Forecast • Creation of Project Revenue Forecast • Control Project commitments • Apply Progress to project Plan • Microsoft Excel integration for Budget and forecast entry • Automate forecast Generation • View Compare Published Progress Report • Project Control Real Time Report • Project Control - Budgets Real Time • Project Control - Forecasts Real Time PROJECT CONTRACT Manage Contract • Definition of contract with customers • Approval of contracts • Invoicing Rule and revenue recognition rule for contract • Assigning Single / Multiple Projects with Contract • Contract amendment Project Billing Transaction • Generation of Draft & Final Revenue • Generation of Draft & Final Receivables Invoice • Manage Project Revenue Accounting Report • Project Billing - Funding Real Time • Project Billing - Invoices Real Time • Project Billing - Revenue Real Time PROJECT BILLING Project Billing Transaction • Generation of Draft & Final Revenue • Generation of Draft & Final Receivable Invoice • Manage Project Revenue Accounting PROJECT PERFORMANCE REPORTING • Offers Real-Time information • Comparison of current & past project performance PROJECT MANAGEMENT Project Plan • Plan and Schedule Work • Exception Based Progress Review • Detail Work Plan and Financial Plan Manage Issue • Issue Creation • Assignment and Action Items • Issue Notifications • Monitor Issue Status • Project Analysis to track issue Manage Requirements • Manage Product • Manage Release and Sprint Backlogs • Manage Capture Requirement Themes • Allows Plans and velocity Tracking TASK MANAGEMENT • Task are managed & progressed in a single view, consolidated place
  • 4. © 2014 EPC Technologies. All rights Reserved Add-ons PPM Cloud Module Services PROJECT RESOURCE MANAGEMENT Helps to manage the capacity and deployment of people and assets for project work by finding and deploying the most qualified resources to your global projects. Oracle Project Resource Management centralizes information to empower project, resource, and staffing managers to better utilize their single most critical resource: people. The net result is improved customer and employee satisfaction, increased utilization, and higher project and enterprise profitability. GRANTS MANAGEMENT To have absolute control and visibility into how the funds are used to support sponsored projects and programs. The proper management of grants is essential to ensuring the continuation of this important revenue stream. PROJECT INTEGRATION GATEWAY Managing a project in multiple disparate systems without fully integrating them can result in a disjointed process creating project overruns, delaying execution and duplicating effort. Oracle Fusion Project Integration Gateway brings together world-class financial project management from Oracle Fusion Project Portfolio Management and best in-class project execution in an optimized end-to- end enterprise project and portfolio management process. BILLING EXTENSIONS Additional Services  Custom Reports  Custom Integrations  Upgrades  Additional UI / Apps Changes  Health Check  Support Services  Client Extensions  Training  Data Migration Call for Action For detailed or further information, please us: Matthew Bezuidenhout Anne Hanekom Lucia van Wyk EPC Technologies (Global - Asia Pacific / Europe / USA) E: Matthew@epct.net EPC Technologies (USA) E: anne@epct.net EPC Technologies (Asia Pacific) E: Lucia@epct.net Quotation contact