REMINDER
Check in on the
COLLABORATE mobile app
No Code Integrations for P6 EPPM
with BI Publisher
Prepared by:
Patrick Lo...
Business Use Case
■ Integrating Data
▪ Accounting
— Budgets
— Forecast
— Actual Cost
— Employees / Vendors
— Timesheets
▪ ...
The Challenge
• Technical Skills for Software Development
• Support for IT
• Access to Accounting System
• Expense of Deve...
Process Mapping
■ Process Mapping
▪ Identify the Business Workflow with Applications
■ Define the System Requirements
▪ ht...
Process Mapping
Data Mapping
System Configuration
System Configuration
System Configuration
System Configuration
System Configuration
Data Sources
Data Model
XML Data
Custom Data Elements
Custom Data Elements
Format Report
Exporting Data
Export / Import Data
Importing Data
Importing Data
Demonstration of the Process
Putting The Environment Into Action
Design Considerations
■ Keep Design Simple
▪ Strategic
— Right tool in hands – self maintaining
▪ Tactical
— Simple data m...
Organizations don’t execute unless the right people,
individually and collectively, focus on the right details
at the righ...
Questions
Please complete the session
evaluation
We appreciate your feedback and insight
You may complete the session evaluation eit...
■ Our purpose is to inform and educate our members on current and future
functionality of Oracle Primavera products, while...
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No Code Integrations for P6 EPPM with BI Publisher

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Referenced: www.p6academy.com
Source: http://coll15.mapyourshow.com

To make the most out the investment in a Project Management solution, it makes sense to integrate data ERP/Account systems. One of the challenges small to medium size business have, is investing in a software developer to build custom integration. Using Oracle Business Intelligence Publisher (BI Publisher) to provide reports for importing and exporting data between systems, there is no software development or coding required. This presentation will demonstrate how to configure Primavera P6 EPPM, Team Member (former Progress Reporter Timesheets) and Oracle BI Publisher to integrate data between software systems. Examples for importing/exporting actuals, expenses, resource hours to JD Edwards, Viewpoint and Quick Books.

Publié dans : Business
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No Code Integrations for P6 EPPM with BI Publisher

  1. 1. REMINDER Check in on the COLLABORATE mobile app No Code Integrations for P6 EPPM with BI Publisher Prepared by: Patrick Lovelace President Nu Solutions Consulting Oracle Business Intelligence Publisher Session ID#: 200470 @patricklovelac patrick-lovelace
  2. 2. Business Use Case ■ Integrating Data ▪ Accounting — Budgets — Forecast — Actual Cost — Employees / Vendors — Timesheets ▪ Schedules — Milestones — Resources / Vendors — Actual Hours - Timesheets — Actual Cost – Expenses
  3. 3. The Challenge • Technical Skills for Software Development • Support for IT • Access to Accounting System • Expense of Development • Data Integrity • Distributing Reports • Ad-hoc Analysis
  4. 4. Process Mapping ■ Process Mapping ▪ Identify the Business Workflow with Applications ■ Define the System Requirements ▪ http://support.quickbooks.intuit.com ▪ http://docs.oracle.com/cd/E29618_01/ ■ Define Data Mapping ▪ Required Fields ■ System Configuration ▪ Codes and User Defined Data
  5. 5. Process Mapping
  6. 6. Data Mapping
  7. 7. System Configuration
  8. 8. System Configuration
  9. 9. System Configuration
  10. 10. System Configuration
  11. 11. System Configuration
  12. 12. Data Sources
  13. 13. Data Model
  14. 14. XML Data
  15. 15. Custom Data Elements
  16. 16. Custom Data Elements
  17. 17. Format Report
  18. 18. Exporting Data
  19. 19. Export / Import Data
  20. 20. Importing Data
  21. 21. Importing Data
  22. 22. Demonstration of the Process Putting The Environment Into Action
  23. 23. Design Considerations ■ Keep Design Simple ▪ Strategic — Right tool in hands – self maintaining ▪ Tactical — Simple data models ▪ Measurable — Defined Standard Reporting ■ Use Primavera P6 Extended Schema Px Tables ■ User Security with Parameters p_security_context_id
  24. 24. Organizations don’t execute unless the right people, individually and collectively, focus on the right details at the right time. -- Larry Bossidy Author, “Execution”
  25. 25. Questions
  26. 26. Please complete the session evaluation We appreciate your feedback and insight You may complete the session evaluation either on paper or online via the mobile app
  27. 27. ■ Our purpose is to inform and educate our members on current and future functionality of Oracle Primavera products, while offering a forum for peers to share their experience and knowledge in the use of Primavera. ■ Educational opportunities across the Primavera product suite ■ Online Learning Series August 17th – September 4th ■ Call for presentation opening April 27th ■ Monthly Community Calls ■ 3rd Thursday of the month at 1:00 pm ET ■ Networking with other users within the Primavera community ■ Partnering with Oracle Primavera to meet the needs of our diverse membership. ■ Membership is open to anyone with an interest in the Oracle Primavera products, with no dues for membership. All members can vote on matters brought before the OPSIG. Membership requests may be reviewed by the OPSIG board. OPSIG is the home for Primavera Users

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