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Mastek — Evosys Advisory Webinar: 22B Cloud PPM (May 2022)
32 slides from Mastek's conference presentation, May 11, 2022
Slide 1: 22 B – Cloud PPM
LIVE 11/05/22 Advisory Webinar 22 B – Cloud PPM Empowering you for the next update Host: Hardik Patel Speaker: Anay Jain AES Operations Manager Solution Architect Oracle's Global Featured in Gartner Partner of Year MQ for Oracle Cloud (2017, 2019) (2019, 2020)
Slide 2: Disclaimer
These advisory webinars are organized to equip you with the latest updates. The content of this session is based on the interpretation of the material and documentation that Oracle has released and is a general guideline/recommendation only. Disclaimer Oracle's Global Featured in Gartner Partner of
Slide 3: Agenda
AGENDA Our Approach to Oracle Update Our Analysis of Latest Release - New Features - Known Issues (If any) Closing - Q&A
Slide 4: How to read each Feature Summary?
How to read each Feature Summary? Evosys Feature Analysis Evosys Impact Study on New Feature for Your Business Potential Impact to users Introduced in latest for using new feature release by Oracle LOW: No large scale impact. Regression testing can be ignored. HIGH: Needs to be part of the regressio
Slide 5: Our Analysis of Latest Release: New Features
Our Analysis of Latest Release New Features
Slide 6: Evosys Analysis- Statistics
Evosys Analysis- Statistics New Features Analysis 14 12 12 10 20 8 6 6 Cloud PPM New Features 4 2 2 0 Quick Win- Config No Quick Win- Opt Ins Not Quick Win
Slide 7: New Features: Quick Wins – Default with Configuration
New Features Quick Wins – Default with Configuration
Slide 8: Project Billing: Easier Entry of Invoice Comments
PROJECT BILLING : EASIER ENTRY OF INVOICE COMMENTS Details Impact Analysis Billing Specialists can enter invoice comments in a text area that makes it easier to see the entire text wrapped over multiple rows. The image below illustrates the invoice comments Impact Level Medium text area on the Edit
Slide 9: Project Costing: Cost Transaction Errors and Controls in OTBI
PROJECT COSTING: PROJECT COST TRANSACTION ERRORS AND TRANSACTION CONTROLS IN OTBI Details: View error details for the unprocessed cost transactions to quickly resolve import costs Impact Analysis errors. View project and task transaction controls to assist with import costs error resolution. Impact
Slide 10: Project Billing: Use Deep Links to Access a Contract
PROJECT BILLING: USE DEEP LINKS TO ACCESS A CONTRACT Details Users can use deep links to navigate directly to a contract, for example, from an email Impact Analysis notification, or Oracle Transactional Business Intelligence (OTBI) reports. Impact Level Medium Need to Enable NO Configuration YES Qui
Slide 11: Project Costing: Carry Forward Open Purchase Orders
PROJECT COSTING: CARRY FORWARD OPEN PURCHASE ORDERS FOR PROJECT BACKED PO Details Impact Analysis Use the Carry Forward Open Purchase Orders process to move purchase orders associated with budgetary controlled sponsored projects from one budget year to another. The process Impact Level HIGH automati
Slide 12: Project Management: Work Items Planning on Manage Work Items Dialog
PROJECT MANAGEMENT: WORK ITEMS PLANNING ON MANAGE WORK ITEMS DIALOG Details Plan for Oracle Product Development items, product change orders, Sourcing Cloud negotiations, Impact Analysis and project deliverables on the Manage Work Items dialog with the new planning user experience. Set task completi
Slide 13: Grant Management: Contract Version Description for Award Dates
GRANT MANAGEMENT: CONTRACT VERSION DESCRIPTION FOR AWARD DATES Details Specify a contract version description for an award when you update the award dates. Ensure Impact Analysis that the change reason is recorded with the amended version. Impact Level Medium Need to Enable NO Configuration NO Quick
Slide 14: New Features: Quick wins - Opt Ins
New Features Quick wins - Opt Ins
Slide 15: Project Billing: Ship-To Information Override for Rejected Invoices
PROJECT BILLING: SHIP-TO INFORMATION OVERRIDE FOR INVOICES REJECTED DURING TRANSFER Details • Update the ship-to information on standard invoices rejected during transfer processing. Impact Analysis • Ship-to information can be updated on the invoice lines as illustrated below for a standard invoice
Slide 16: Resource Management: Requested Resources Automatically Included
RESOURCE MANAGEMENT: REQUESTED RESOURCES AUTOMATICALLY INCLUDED AS PROJECT RESOURCES Details Impact Analysis Automatically add requested resources to the resources for a project when the project manager Impact Level Medium or resource manager submits a project resource request. This provides project
Slide 17: New Features
a orale labal | Featured in Garter Partner of Year | MQ for Oracle Cloud Eves Nesys (2015 2029)
Slide 18: Project Costing: Validation of Timecard Entries Enhancement
PROJECT COSTING: PROJECT COSTING VALIDATION OF TIMECARD ENTRIES ENHANCEMENT Details • Application will validate only new or changed timecard entries for Project Costing when Impact Analysis you resubmit timecards. Previously, all Project Costing entries were validated, regardless of whether they wer
Slide 19: Project Costing: Configurable Approval Notifications for Cost Adjustments
PROJECT COSTING: CONFIGURABLE APPROVAL NOTIFICATIONS FOR ADJUSTMENTS TO PROJECT COST Details Approval notifications for adjustments to project cost transactions now feature a new look Impact Analysis that is reader-friendly, informative and easy to configure. Use the predefined Oracle BI Publisher n
Slide 20: Program Management and Reporting
PROGRAM MANAGEMENT AND REPORTING Details Impact Analysis Coordinate and track your strategic programs using program management. Programs allow you to group related projects, analyze performance, and accelerate program execution to realize the Impact Level HIGH highest business benefits in the shorte
Slide 21: Project Billing: Additional Contract Line Cost Sources for Revenue
PROJECT BILLING: ADDITIONAL CONTRACT LINE PROJECT COST PROCESS CONFIGURATOR SOURCES FOR REVENUE Details Add actual, budget, and forecast cost sources at the contract line level to the Project Process Impact Analysis Configurator for use in revenue recognition. These new sources will enable project p
Slide 22: Project Billing: Additional Parameters in Contracts Descriptive Flexfields
PROJECT BILLING: SUPPORT ADDITIONAL PARAMETERS IN CONTRACTS DESCRIPTIVE FLEXFIELDS FOR SETTING CONTEXTS AND FILTERING VALUE SETS Details Impact Analysis You can use the additional parameter Intent in the Contract Header descriptive flexfield to Impact Level MED automatically set the context to Buy o
Slide 23: Project Management: Common Financial Task Dates
PROJECT MANAGEMENT: COMMON FINANCIAL TASK DATES ACROSS WORK AND FINANCIAL PLANNING Details Impact Analysis Manage financial task dates from either the financial project plan or the work plan and the change is automatically available in both the plans. Impact Level HIGH Need to Enable YES Configurati
Slide 24: Project Costing: Accounting Event Reset Using a REST API
PROJECT COSTING: COST TRANSACTION ACCOUNTING EVENT RESET USING A REST API Details Impact Analysis Use the Adjust Project Costs REST API to reset the accounting events associated with project cost transactions. Costs that are adjusted by the API will then be eligible for reprocessing by the HIGH Impa
Slide 25: Project Costing: Project Classifications Update and Delete via REST API
PROJECT COSTING: PROJECT CLASSIFICATIONS UPDATE AND DELETE IN PROJECT TEMPLATES USING A REST API Details Impact Analysis Update and delete project classifications using the Project Templates REST API. This feature also enables project template header attributes to be updated. HIGH Impact Level Need
Slide 26: Resource Management: Person Details and HCM Sync Using API
RESOURCE MANAGEMENT: ADDITIONAL PERSON DETAILS AND HCM SYNC UPDATE FOR RESOURCES USING API Details Impact Analysis View location and resume attachment details of one or more resources using the Project Enterprise Labor Resources REST API. Additionally, initiate the synchronization to update the Impa
Slide 27: Resource Management: Resource Nomination and Assignment Details via REST API
RESOURCE MANAGEMENT: RESOURCE NOMINATION, USER DEFINED STATUS, AND ASSIGNMENT DETAILS RETRIEVAL AND MODIFICATION USING A REST API Details Impact Analysis View assignment details including, dates, roles, and hours for all individual resources on the request, along with their custom status using the P
Slide 28: Project Costing: Project Progress Additional Actions Using a REST API
PROJECT COSTING: PROJECT PROGRESS ADDITIONAL ACTIONS USING A REST API Details Impact Analysis Manage project progress comprehensively using the Project Progress REST API. Additional actions provided include capturing progress at the resource level, deleting draft progress, and HIGH Impact Level gene
Slide 29: Project Costing: Public Events for Unplanned Project Costs
PROJECT COSTING: PUBLIC EVENTS FOR UNPLANNED PROJECT COSTS Details Impact Analysis Track unplanned resources on financial project plan using the public events. Use this event to help project managers track unplanned project costs on the financial project plan. Use this HIGH Impact Level business eve
Slide 30: Closing
a orale labal | Featured in Garter ParnerofYear | MQ for Oracle Cloud orn) Eves
Slide 31: Closing Note
Closing Note 1. What happens next? 1. Presentation 2. Session Recording 2. Feedback Form 3. Speak with your Project Manager or business@evosysglobal.com 1. for additional services around quarterly updates 2. Learn more about Innovation 4. Next Sessions
Slide 32: Evosys is here to help you!
EVOSYS is here to help you! It is always best to clear your doubts Thank You! Contact Us +44 2080043670 www.evosysglobal.com business@evosysglobal.com
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