Stop the madness of multiple Timesheet entry



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Stop the madness of multiple Timesheet entry Oracle Projects, Primavera & HMS TimeControl: A single timecard solution By: Pat Bowyer & Chris Vandersluis

About the Presenters Pat Bowyer is the president of the Projects/Applications Resources Group, Inc., a firm that specializes in the implementation of the Oracle Projects and EBS suite. Pat has 15+ years of experience with the Oracle Projects & Financials modules, including 10+ years working as Projects Subject Matter Expert for Oracle. Chris Vandersluis is the president of HMS software, a specialist in enterprise timesheet and enterprise project management systems since 1984 and the publishers of TimeControl. HMS has been a technology partner with Primavera since 1997. Chris has over a quarter century of experience deploying enterprise project systems and has been published in FORTUNE magazine, PMI s PMNetwork and the American Management Association s Handbook of Project Management

Problem You re using Oracle Projects and Primavera P3/P6 You need time tracking for labor job costing and possible payroll and HR You also need time tracking for task progress in the project schedule What do you do for a timesheet?

Why not use Oracle Time and Labor?

Oracle Time and Labor Why not use Oracle Time and Labor? Oracle Projects Primavera

Why not use Progress Reporter?

Oracle Projects Why not use Progress Reporter? Oracle Projects Labor Actuals Primavera / Progress Reporter Summary Task data (Dates, ETC) The summary/detail problem is solved but we are missing financial controls like payroll rules, multiple rates and matrix approvals

Problem Problem is worse when we have other internal systems: ADP, Payroll, HR tracking, multiple systems, multiple versions Companies with multiple project management and tracking solutions end up with multiple timecard entry systems

The most common solution? Project Scheduling/Control Systems Oracle Projects Oracle Primavera ADP Excel External Contractors Timekeeping system Oracle Time and Labor Progress Reporter ADP Timesheet Excel or in-house HR Timesheet Contractor System Human Resources Vacation Time off Training

The costs? Project time and Finance time do not match Reconciliation, even if possible, is: Costly time-consuming and prone to risks during audit Staff must enter time more than once Maintaining multiple systems means more work and costs for IT

How can we stop the madness? How do we get One version of the truth? What would we need to solve this dilemma? Financial controls in the detailed timesheet: Automated Validation/Business/Payroll rules Multiple rates Matrix approvals Coding to allow the same time record to be coded for HR, Payroll, Project Schedule, Project Costs and Finance Multiple system links for disparate systems

TimeControl Why TimeControl? Oracle Projects Primavera TimeControl Summary Task data Including Dates, ETC Labor Actuals for OP and Finance EBS/Financials/Payroll

TimeControl timesheet entry

TimeControl Rates

How would it work? Links to OPDirect link through API to Transaction Interface Table Or indirect link via CSV file List of columns required

How would it work Linking to Primavera Hours by employee or any summary resource code Optionally ETC Optionally Steps Optionally costed Optionally to Financial Period tables for EV reporting

Linking TimeControl to Primavera

Linking TimeControl to Primavera

How would it work Linking to OP How would the interface work? Option: pre-approve or re-approve? Option: costed/uncosted? Option: unlimited User Defined TimeControl fields Data required: Date a Poet

The Process TimeControl: A: 1, 2, 3 OPTrx Interface Oracle Projects: B: 1, 2 Oracle EBS / Financials/ Payroll Primavera A1) Progress & labor cost to Primavera A2) Timecards to OP as Costed A3) Time to payroll B1) Cost Distribution to G/L B2) Project data bi-directional Oracle Projects and Primavera

Date a Poet : Expenditures Date: Transaction/Expenditure Item Date P: Project O: Organization E: Expenditure type T: Task

Project Data in Oracle Projects

Project Data in Oracle Projects

Project Data in Oracle Projects

Date Project Organization Expenditure Type Task Integrating to Oracle Projects TimeControl Data can be moved to Oracle Projects using the TimeControl Link Export via SQL*Loader or through a direct SQL transfer into the PA Transaction Interface Table PAYMIX / BEE Oracle Payroll PRC: Transaction Import Process Oracle Projects OPA & Sub-Ledger Account modules

TimeControl Oracle HR Oracle Payroll Oracle Projects TimeControl Timesheets Primavera P6 or: P3, MS Proj, Deltek, others Oracle BI Government Reporting

Other benefits Reduce redundant timesheets Linking to multiple versions of Primavera Linking to multiple payroll systems (for different regions) Linking to other project management systems (e.g. MS Project) Inexpensive Quick to deploy

All work Projects Tasks Matrix Approvals Complete Organization Department Employee Work is summarized by employee and released for approval to the department supervisor Once posted, time is summarized by project and project managers may redistribute the hours but not change the total which has already been approved

Auditability One version of the truth Single source of timesheet data for project progress, payroll, HR and OP means easier auditing for: R&D Tax Credit Reporting SOX Compliance DCAA Compliance ARRA Reporting

About PARGroup Pat worked for Oracle 11+ years as Projects consultant, instructor and SME, working closely with both product and curriculum development teams PARGroup established in 2002, with a dynamic group of Oracle consulting experts, specializing in Oracle Projects and Financials implementations Some clients include: GE Aeroderivative, Subaru of America, Merrill Lynch, CCN, RecruitUSA, and ongoing projects for the US government, USACE and Gulf Region Division

About HMS Software Founded in 1984 Known for its expertise in deploying enterprise project and enterprise timesheet systems Published TimeControl in 1994 TimeControl Distributors in over 22 countries Partners with Primavera since 1997 An Oracle Gold Partner

Links to HR, Project Mgt and Finance HMS Software is a Technology Alliance Partner with Primavera and a Gold Certified Microsoft Partner TimeControl includes direct integration with popular project management systems such as Microsoft Project and Project Server, Deltek Open Plan and Cobra and Primavera. You can move data on a scheduled or on-demand basis Supports multiple project management systems and versions simultaneously Customizable import/export function to interface with virtually any finance or ERP system including SAP, Oracle Financials, PeopleSoft, Microsoft Dynamics and other HR and Finance systems

Some of the many TimeControl clients Engineering/Construction Aecon Construction AeroInfo Koch Business Solutions Kongsberg Devotek Thompson Beta Gas / Utilities Gulf South Pipeline Acergy Petrocon VenCorp Manufacturing Alcan Parker Hannifin Dofasco Electromotive Diesel Georgia Pacific John Deere Magneti Marelli Tennant Wagner Spray Tech Vision Systems Defense / Aerospace Army Corps of Engineers Bombardier Inc. CAE Electronics General Motors Diesel Lockheed Martin Rolls Royce SAAB US Navy Government Dutch Railways Government of Saskatchewan Railway Procurement Agency (UK) Technology DRS Power Control Tech EDS Face Technology Fuel Plus Software GE Access Lockheed Martin Positron Psion Techlogix DRUCK Ltd Telecommunications Ericsson EXFO Motorola Philips Semiconductors SARA Amsterdam Stratos Global Financial Standard Life Development Bank of One Health/Pharmaceutical Boehringer Ingelheim Merck Frosst (Organon) RTS Thurnall UK National Health Service (NHS) Canadian Institute for Health Info Iogen Registrat

Some more HMS clients

TimeControl Dealer Network Montreal, Canada Toronto, Canada Sweden Denmark UK Norway Russia Finland Germany USA Netherlands Hungary Hong Kong Mexico Saudi Arabia Thailand Chile Brazil Argentina S. Africa Australia

For more information To find out more about TimeControl: To try TimeControl for free: www.timecontrol.com freetrial.timecontrol.com To find out more about HMS Software: To find out more about the PAR Group: To reach HMS Software: www.hmssoftware.ca www.pargroupinc.com info@hmssoftware.ca