Oracle Instantis 8.

5 Hands-On-Lab


Erica Walitsch, PMP
Solutions Consultant

Raj Rajamariappan
Director of Product Strategy


Purpose

This hands-on session provides an introduction to the basics of Oracles Instantis
Enterprise Track solution.

Time to Complete

Approximately 60 Minutes.

Topics

This session will cover the following topics:

How to easily manipulate the interactive listing views and make them your own
How to leverage the drill-down capable graphical dashboards views to manage
by exception
Review and make updates to a project schedule
Run Excel-based reports and PowerPoint Storyboard Report


Introduction

This script will assist our OOW Instantis Hands-On-Lab participants with guiding you
through a snapshot into the day in the life of both a Portfolio and Project Manager.

At the heart of the EnterpriseTrack solution is its market-leading dashboard and
reporting capabilities. They allow organizations to easily, securely and instantly compose
and share dashboards and reports with full drill-down capability. This focus on output
provides our client value from day one of production and its ease of administration and
ability to evolve these outputs ensures the value increases easily. This differentiates this
solution in the market place relative to traditional PPM vendor solutions by being easy to
deploy quickly, easy to use and administer, and easy to afford.


Overview Highlights

This hands-on session will give users the chance to experience a day in the life of a
project manager, portfolio manager, and executive within the solution via the Oracle
Instantis EnterpriseTrack.

1. General Navigation
1.1. Open your web browser and click on the Oracle Instantis favorite if it is not
already opened.



1.2. You should already be logged in, but if you still see a login screen use the
username (OOWHOL##) & password (instantis!) which is posted on/by your
workstation.
1.3. Home takes you to your default page at any time

1.4. Go To Menu
a. Provides access to all major modules within the Oracle Instantis system.
The items displayed in this menu depend on the features enabled for your
deployment and your permissions.





1.5. Create Menu
a. Displays menu options to create a new project, project request, idea,
program, resource, etc.



1.6. My Enterprise Track Menu

a. My Work shows all open actions on Projects, Project Requests, Ideas etc.
that are assigned to you), your messages, certifications, permission, profile,
preferences and passwords.

b. My Calendar shows all project assignments and non-project commitments
which are then used in capacity calculation based on availability against
resource demand.



1.7. View Menu
a. Display Top Banner should be checked already and shows you the Oracle
Instantis logo as well as your login information. Un-checking it hides both of
these simply gives you more real estate on the page.



b. Display Stream Ticker displays the Social Stream which is an embedded
collaboration tool which allows seamless communication, collaboration, and
social networking among project team members. Team members can now
easily share ideas, opinions, comments or messages by subscribing to
social streams. You can also view timely user and system generated news,
alerts, notifications, and comments associated with your projects. This list
can also be filtered as below.


c. Display Left Navigation displays essentially the same menu as the Go To
Menu except can be exposed at all times if you so choose

2. Project Listing Views



2.1. You should already be viewing the the user-defined All OOW Projects view as it
has been set as default, but if not, simply click



2.2. Click on Project Manager and drag and drop it to the right of the Business Unit
column.


2.3. Hover in between two columns to widen or narrow any column width by
dragging.
2.4. Click the top of columns like Project Manager, Current Forecast, and finally
Project Start Date to sort all projects by that field.
2.5. Click on the in the Project Manager column to expose the values from which
to filter by
2.6. Select Baldwin, Emmett


2.7. Click on the in the Project Manager column and notice all of the available
operands from which to conditionally filter your selection if and where it may
apply but dont select any.


2.8. Notice that Emmett has 4 projects he is managing, 2 of which are in a red status.



2.9. Click on in the Business Unit column to expose the values from which to filter
by additionally

2.10. Select IT Development



2.11. Notice that you should now have 2 projects in your filtered list


2.12. Click on the and then in both the Project Manager
and Business Unit columns






2.13. Click on Data in top right-hand corner and select Columns from the pull-down.


2.14. Scroll down to the bottom and select both Region and Last Updated for two
more available columns of data you wish to add to this view.


2.15. Notice that both of these fields were added to this view
2.16. Click on View in top right-hand corner and select Save View Settings to save
the addition of these two fields for the next time you look at this view.


2.17. Group the projects by Project Manager by clicking on the column header and
dragging the column onto the blue area below


2.18. Notice the projects are now grouped by Project Manager (you might need to
widen the first column)


2.19. Now drag the Project Status column to the right of the Project Manager and
notice that you not have a multiple-level grouping being able to quickly analyze
what projects each project manager is working on and what the status is


2.20. Now drag the Project Status to the left of the Project Manager and see the
grouping by Project Status by Project Manager now.

2.21. Click on Data in top right-hand corner and select Excel.


2.22. Click Open


2.23. Notice that the information stays aggregated upon export.


2.24. Close the Excel file.
2.25. Click on Data in the top right-hand corner and select Pivot


2.26. Drag Project Manager, Project Status, and Current Forecast (in that order).


2.27. Click Display Pivot Table






3. Dashboard Reporting



3.1. Click on Go To and select Dashboards > View


3.2. Review the graphical status of risk, % complete, issues, milestones, and
timelines all on this multi-chart dashboard.
3.3. Maximize the Project Bubble Chart by clicking on the in the top right-hand
corner of this particular chart. (fourth from the left)


3.4. Click on the white filter icon (1
st
from left) to change the dimensions of this
analysis.

3.5. Click on the Y-Axis drop-down and select Classification Rank



3.6. Change the Bubble Size to Planned Effort













3.7. We now bring attention to which projects are the highest priority and requiring
the larger amount of effort in this case.

3.8. Click to minimize this dashboard and go back to the multi-chart
3.9. Click on the Initiating phase of the top-most project on the Gantt Chart view in
the bottom right-hand corner













3.10. Notice how we are tracking to baseline and other detail information about the
project dates.


3.11. Click Done up in the top right-hand corner of the page









4. Project Lifecycle


4.1. Click on
4.2. Click the My Projects view from the Saved Search drop-down



4.3. Notice that you have one project you are current working on which should be
called ERP Upgrade Phase II User XX

4.4. Click on this project link



4.5. Review the project information







4.6. Click on the Project Menu at the top (should say Project ###) and select Project
Schedule, then All

4.7. Click on to the left of the Execution phase

4.8. Scroll down to see Documents > View All



4.9. Click on the Documents tab (if you arent already there)

4.10. Click Upload



4.11. Click on the Execution activities task row. Some of the fields should turn pink.

4.12. Click the insert key twice to add two new deliverables to the phase.



4.13. Assign yourself (##, User) as the Release Manager

4.14. Add some dates if you choose.

4.15. Click on the Execution phase row. Try to select Complete from the status drop-
down.



4.16. Notice the error which indicates that there is governance which precludes a
phase to be completed until all of its children are completed first.



4.17. Click Save up in the top right-hand corner.

5. Reporting
5.1. Click the Project menu up top which is labeled Project ###
5.2. Click Go To > Reports



5.3. Click Run to the left of the Storyboard Report








5.4. Select Create Detailed Storyboard to run this report directly to PowerPoint with
all the available slides included.



5.5. Click Run Report
5.6. Click Open Report then Open







5.7. Once the file starts generating such as below, quickly go down to the bottom to
your task bar to see your report building as it runs based off of the data in the
system related to your project.



5.8. Click through the PowerPoint executive board room ready report which is
available right out of the box.













5.9. Now, to see some examples of some Excel-based reports, click Go To menu
(top left-hand corner) and select Reports, then Standard



5.10. Click Shared Reports > By Resource > A > Vanessa Allen to see the 3 reports
which she has shared with you



5.11. Click to run each of the report
5.12. Click Open Report on each of the reports

5.13. Click Open again






5.14. Make sure you close each of the reports before opening the next.
5.15. Also make sure you close the web page which opened up upon running the
report.
5.16. Examples of these Excel-Based Reports for your reference in case you run out
of time.