Project Performance Reporting for Oracle Projects

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An Oracle White Paper
March 2011

Project Performance Reporting
A Description of the Solution

PPR: A Description of the Solution

Executive Overview ........................................................................... 1 Introduction ....................................................................................... 1 Approach and Scope ..................................................................... 1 Scope ............................................................................................ 2 Other Resources ........................................................................... 2 Glossary of Terms ......................................................................... 3 Summarization Flow and Concurrent Requests ................................. 4 Summarization Programs Descriptions .......................................... 5 Project Performance Setup................................................................ 8 Project Performance Setups .......................................................... 8 Current Reporting Period Page.................................................... 10 Data Flow ........................................................................................ 10 Solutions to Common Errors............................................................ 12 Recommended Links ....................................................................... 16

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PPR: A Description of the Solution

Executive Overview
This paper is intended to present the Project Performance Reporting (PPR) solution concepts and common issues encountered and to describe basic techniques to resolve issues from a business perspective.

Introduction
Using Project Performance Reporting

Oracle Project Management Project Performance Reporting features provides you with at-a-glance comparison of actual and planned project results. You can view project performance in the areas of effort, cost, profitability, earned value, billing and collections, or capital costs. PPR provides the ability to report performance metrics for a project based on a user-configured resource hierarchy (resource breakdown structure), as well as the financial structure of a project. Reporting by Currenc y

You can view amounts in global, project, and project functional currencies. You have the option to view project performance results in an additional currency by enabling a secondary global currency. This means you can view critical project information in your local currency, business unit currency, and your enterprise global currency.

Reporting by Period

You can view amounts based on the global calendar, project calendar, or a fiscal (GL) calendar. You can view cost, profitability, and earned value amounts at the project level. This enables you to make informed decisions to control project costs, generate revenue, and manage risks. Drill down to analyze cost and profitability information by task, resource, and time. Identify the specific tasks and resources that contribute to variances, and determine performance trends based on periodic ( e.g., monthly) amounts. You can view earned value information for tasks to understand how each task is performing in terms of cost and schedule.

Approach and Scope
This whitepaper presents the process and steps you follow to summarize project performance data. The Summarization Process flow outlines the concurrent requests you run to complete the process. The use and purpose for each concurrent request are provided.

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PPR: A Description of the Solution

The paper also includes a description of common issues encountered by customers using Project Performance Reporting. This section helps you identify common problems you may encounter and implement the appropriate solution.

Scope
This document covers Project Performance Reporting setup, basic summarization process flows, basic Project Performance Reporting concepts and concludes with suggestions how to...
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