MSP to Oracle Project Management Integration – 11i Rollup Patch 9240236

September 6th, 2010 by Dave Baker

Prior to reading this you may wish to visit our product page at http://www.projectedconsulting.com/index.php/products/microsoft-project to get an overview of how the integration works. This contains some text and a short desk top video

Oracle Development recently released the major rollup patch to both fix and enhance the Microsoft Projects to Oracle Project Management Integration functionality. This is a standard interface that allows details of plans, created in either product, to be updated on a seamless platform. As part of the ongoing development of this integration process I was asked to work with several other interested parties on the testing of both products following the application of the above patch.

After an initial conference call, headed up by Ryan Denner from Viasat and attended by other interested parties, we were issued with a testing matrix and decided on a 4 week testing plan with follow up conference calls during testing.

The patch, along with its pre-reqs, was successfully applied to a test Vision environment and the testing went well for all areas of functionality. Issues arose when multiple updates were introduced into the newly created MSP plans, i.e. new tasks, new resources and rescheduled dates. This gave rise to a “Task Element version” error which, on reviewing Metalink required the patch 9245443 to be applied. Having applied this patch the testing then proceeded satisfactorily using shared plans.

Generally the testing of shared structures went well and the patch’s mentioned above go along way to further improving the integration between MSP and PJT.

It should be noted that we did experience a few issues with parent-child relationships when other structures were introduced. This was also discovered by other test group members so it is expected that an SR is going to be raised with Oracle Support. It should be noted that the issue with the integrity of the parent-child relationships in structures other than shared is a previous problem that has its own standalone patch fix. Unfortunately the rollup patch seems to have resurrected this error, so probably a relatively easy one to fix for Oracle Support. We await the results of the investigation by Oracle Development once the SR has been raised.

Ryan discovered a workaround whereby if the plan, whatever the structure used, is published on sending from MSP to Oracle Project Management, the parent-child relationships are maintained correctly. This is fine for clients that want to publish and who have project managers with the authority to do so but may cause problems for those users that wish to ensure the final working version is satisfactory before publication.

We were very pleased with the testing of progress following the application of a further patch 8437560. It is worth noting that the “Deliverables” added to templates are not brought through to any project if it is created in MSP.

In summary, we are very pleased with the integration and position it in all applicable solutions to our clients. We understand the gaps and through our testing and involvement in the global user group, continue to apply pressure on Oracle Development to further improve the interface. We will continue to make regular updates on the website. Please add your comments; we’re keen to collate all feedback and experiences.

R12.1.2 Project Forecasting

August 5th, 2010 by Darren Farr

For those of you that are current Oracle Project Management users, you may be aware of some of the issues with Project Forecasting. Current business issues include: 

  • Inability to plan a project’s forecast using fiscal calendar periods
  • Differences between actual and planned amounts automatically re-spread over the remaining periods based on the spread curve attached to the financial plan

To address these issues Project Forecasting functionality has been improved in R12.1.2; this blog describes the new forecasting functionality. 

The new features include: 

  • Ability to generate forecasts based on Fiscal Calendar
  • Generate plan periods based on the general ledger fiscal calendar
  • Ability to copy planned ETC from the latest baseline workplan and to optionally update the future period spread manually.
  • When using this new forecasting functionality, any differences between forecast and actual costs in the period are not automatically spread over the remaining future periods.

R12.1.2 Forecast Flow

  1. Define GL “Fiscal” Calendar
  2. Create Project Workplan
  3. Create Project Budget
  4. Generate Baseline Forecast
  5. Enter, collect & apply actual costs
  6. Generate New Forecast
  7. Manually adjust forecast amounts
  8. Submit for Approval

Configuration Requirements

  • It applies to financial plan types set up as forecast cost only
  • Time Phasing is enabled in the Plan Settings page
  • Task Level Selection enabled on the Edit Planning Options Page
  • Financial Plan or Work Plan Resource is selected as the ETC sources in the edit planning option
  • Change Document and Open Commitment are not to be enabled

Read the rest of this entry »

Oracle Support – some dates for your Diary

May 26th, 2010 by Robin Harris

I recently came across two useful articles on Steven Chan’s Oracle E-Business Suite Technology Blog detailing the various levels of support that Oracle provide for all of their products, both on the Applications and Technology sides of the business. The articles contain links to PDFs on the main Oracle website that show the actual End Dates for the various levels of coverage for all of Oracle’s products.

Support Stages

Oracle has three stages of support:

  • Premier Support
  • Extended Support
  • Sustaining Support

Premier Support is obviously the best level of support and is offered immediately after a product release. The benefits are:

  • Major product and technology releases
  • Technical support
  • Access to My Oracle Support
  • Updates, fixes, security alerts, data fixes, and critical patch updates
  • Tax, legal, and regulatory updates
  • Upgrade scripts
  • Certification with most new third-party products/versions
  • Certification with most new Oracle products 

With Extended Support all that you lose is the “Certification with new third-party products”. This doesn’t sounds like too much of a problem, but you would need to be careful before rolling out new versions of your browser or integrated products, such as Microsoft Office.

Finally, Sustaining Support is the lowest level of support, but you still have the following benefits indefinitely:

  • Major product and technology releases
  • Technical support
  • My Oracle Support

Coverage End Dates

I would like to draw your attention to a couple of key dates in the near future:

July 2010

In just over 2 months time Oracle Database 9.2 will drop from Extended to Sustaining Support. This will impact any E-Business Suite customers who are using EBS 11i on a 9i database; I would highly recommend that you upgrade to Oracle 10gR2 or 11gR2 as soon as possible.

Also at this time, Oracle Database 10gR2 will drop from Premier to Extended support. This may be less of an issue for our customers, as you still have another three years before Sustaining support kicks in. However, some organisations may prefer to have all their Applications and Technology on Premier support; if so, you need to start planning your upgrade to 11g.

November 2010

Near the end of this year Oracle E-Business Suite 11.5.10 will drop from Premier to Extended support. As with DB 10gR2, you will have another three years before support drops to Sustaining, but if you aren’t already planning an upgrade to R12, I would consider starting the exercise in the next few months.

Cleaning up OPatch files

May 20th, 2010 by Robin Harris

As we were running out of disk space on one of our servers I was reviewing the disk usage and found a directory $ORACLE_HOME/.patch_storage. This was over 2G.

After some digging around I found a method of cleaning up unused files in the area:

  • Source your database environment
  • Change directory to the OPatch directory:
    cd $ORACLE_HOME/OPatch
  • Run the OPatch cleanup utility:
    opatch util cleanup

Results from our install are shown in this screenshot:

So over 1G of disk space saved!       

This facility should be available in the latest OPatch releases for 10.2.0.x and 11.1.0.x  (and above…) 

E-Business Suite Release 12.1.3

May 7th, 2010 by Barry Goodsell

A couple of weeks ago Oracle posted the Release Content Documents for R12.1.3 onto My Oracle Support. Unusually, these have been made available prior to the general availability of R12.1.3 and so are subject to change. However, for Projects users, here are the new and updated features:

Project Foundation

Enhanced Project List Page

In this release Oracle continue to build on past enhancements to the Project List page by making the page more informative, streamline access to common functions and make the page configurable. The enhancements are:

  • The project list page includes a report region which was introduced in 12.1.2. With this release Oracle are further improving the usability of this feature by allowing users to delete report views that they have created and to know the criteria and format that went into the creation of a report. The benefits of these enhancements will allow users to have better visibility into their reports and be able to manage the volume of reports over time.
  • In “Alternate Search page”, the user can select and save the combination of “search criteria” and “report format” as a report and then run the report from Project List page.
  • Easily navigate between project list, simple search, advanced search and alternate search.

Enhanced Diagnostics

Oracle has improved the diagnostics collection scripts in this release around Project Management, Project Performance Reporting, Project Billing and Project Resource Management.

Oracle Project Management

Reporting Performance Improvements

With Release 12.1.3, projects users will greatly benefit from improved performance of the Project Performance Reporting feature. The enhancements include a new parameter that has been added to the Launch Update Project Performance Data and the Update Project Performance Data concurrent programs to filter on project status. Customers will be able to choose a specific project status from an LOV before running the program. This will improve the performance of the programs by allowing customers to streamline the processing.

MSP Integration Enhancements

In Release 12.1.3 there are a couple of significant enhancements to fully extend the coverage of integration with Microsoft Projects.

Support for Non-Shared Task Based Mapping structures

The Non-Shared Task Based Mapping option enables you to map individual workplan structure tasks to individual financial structure tasks. This gives you the greatest flexibility in sharing information between your structures. Prior to release 12.1.3 customers on R12 could not fully integrate with Microsoft Projects if they had chosen to use the Non-Shared Task Based mapping between the workplan and the financial plan.

Support for Partially Shared structure

Partially Shared structure mapping enables you to map workplan and financial structures up to a particular point for your projects, which is useful, for example, when you don’t want all of your workplan details in your financial plans. Prior to release 12.1.3 customers on R12 could not fully integrate with Microsoft Projects if they chose to use the Partially Shared structure option. All structure options are now fully supported in Release 12.1.3 and 11i.

Enhanced Change Management

With this release, the change control features in Oracle Projects have been enhanced to meet specific business needs for the industries that typically use this functionality.

Enhanced Cost & Revenue Planning for Change Documents

You can use a project change document to plan for estimated changes in your direct costs or supplier costs, providing enhanced support for the cost issue planning process. This feature provides project managers improved control over project costs resulting from changes.

Revenue impacts for the cost issue are automatically calculated based on estimated cost changes for cost-based revenue plans, or may be entered manually for projects with separate cost and revenue plans. Users can then view the impact to the project budget, which is automatically generated from the estimated cost and revenue changes. You can then consolidate the planned changes in cost and revenue from multiple change requests into a single change order, to view, approve and implement the budget impacts.

Enhanced Retention Invoice Processing for Outstanding Project Deductions

With this release, the handling of retention invoices has been enhanced to take into consideration any outstanding project deductions. When validating retention invoices in Oracle Payables, a check will be made to verify that all project deductions have been processed. Outstanding project deductions may indicate that there are pending back charges or other miscellaneous costs that need to be recovered from your suppliers, and which need to be taken into account before the retention is released. If there are any unprocessed or unapproved deductions in Oracle Projects, the retention invoice will be placed on hold, until the deductions are processed. This payment hold may also be manually released from the supplier payment control workbench.