The following is intended to outline our general product direction.

It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.

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Oracle Project & Portfolio Management for DoD Earned Value Compliance: ViaSat's Perspective
Dean Herback, Principal Project Strategy Manager, Oracle Projects Ramji Balaraman, Project Manager, ViaSat Ryan Denner, Project Analyst, ViaSat Tim Cronin, President, Cronin Business Solutions

Program Agenda
Earned Value Management overview
Oracle Project & Portfolio Management
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ViaSat Overview Earned Value Concepts Oracle PJT Configuration ViaSat Earned Value Reporting Future Plans Lessons Learned and Critical Success Factors

Earned Value Management

Some Success Criteria The Right Tools
You have to be able to track at the correct level of granularity

Solid Training
From executives to team members

A Champion behind the Initiative

An enthused participant can spread and sustain the effort

Excerpt from PMI Network magazine, Added Value Oct 2007

Earned Value Management

Some Potential Pitfalls Too much complexity
Focus on the principles first

Cultural conflict
You need to accept the results

Deficient upfront investment

EVM isnt a quick win process

Management Misunderstanding
Executives need training too

Bad Timing
Tracking actuals must be done timely
Excerpt from PMI Network magazine, Added Value Oct 2007

Oracle Project & Portfolio Management

Support for the Project-Driven Enterprise
Project Initiatives Sales Delivery Research Construction Information Technology Product Development
Global Project Repository

Project Portfolio Analysis Project Management Project Resource Management

Integration to E-Business Suite Financials Human Resources Supply Chain Sales Time & Labor

Project Collaboration

Project Costing Project Billing Project Contracts

Enterprise and Project Insight Personalized Role-Based Views

Marketing

Documents

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ViaSat Overview

ViaSat Overview
About ViaSat Oracle Footprint Project Management Vision Project Implementation Rollout Strategy

ViaSat Overview
About ViaSat
Founded 1986, IPO 1996

~1,700 employees worldwide

Best strategic partner for satellite networks

ViaSat Overview
About ViaSat
Top 50 Space Companies

ViaSat is a market leader in satellite and other digital communication technologies. Public company traded on the Nasdaq Revenues of > 500M Forbes list of "200 Best Small Companies Business Week list of "100 Best Small Corporations ViaSat is an ISO9001 certified company

ViaSat Overview
About ViaSat
Revenue Trends
$600 $500 $400 $300 $200 $100 $0 FY03
FY End Mar 31

$ million

FY04

FY05 Defense

FY06

FY07

Commercial

Government Segment
Tactical Data Links Information Assurance

Government SATCOM

Situation awareness and Communication network for our fighting forces

Encryption for classified data

DoD fixed & mobile products & networks for Satcom Blue Force Tracking situation awareness of Friendly Forces DoD application of mobile broadband

Media Encryption
Secure systems & projects

Hosti les

Friendlies

Gigabit Internet Crypto

ViaSat Overview
Oracle Footprint
ViaSat has used Oracle Applications since 1998. Modules included in our Oracle footprint include:
Agile Oracle Human Resources Oracle CRM

Oracle Purchasing

Oracle Inventory

Oracle Projects Suite

Oracle Project Mfg. Oracle Project Mgt. Oracle Agile Project Contracts

Oracle Accounts Payable

Oracle Time and Labor

Oracle Project Costing

Oracle Project Billing

Oracle Assets Oracle General Ledger

Oracle Accounts Receivable

ViaSat Overview
ViaSats Reason for using Oracle Project Management
Project Cost information available to PMs from a single integrated system, quickly Easy to Use -- Fully integrated with MS project Two way data flow between MS project and Oracle PJT Integrated EV management & Reporting replaces MPM Integrated with Oracle Timecard application (OTL) Integrated with HR Oracle database Automated tool for Team Member Project Status-ing Configuration Control of project plans (Work plan) One global repository for all data makes metrics collection and data mining possible Established Enterprise system Easily scalable Automatically generates executive dashboard for viewing summary status of all projects under purview

ViaSat Overview
Project Management (PJT) Rollout Strategy
The functionalities of PJT will be deployed over various phases The functionalities with potential for highest productivity gain will be implemented and deployed in the first phase. Additional functionalities will be added to Rolled-out PJT module as and when they are completed. We currently have 3 programs running on Oracle Project Management in Production. Starting January, 2008, we will rollout additional PJT functionalities to currently rolled out projects. Starting January, 2008, we will also rollout PJT to additional projects Large projects at ViaSat are usually in the range of $60 to $90 million effort with average staff between 100 and 150. Medium size projects are usually in the range of $15 to $ 20 Millions effort with average staff between 20 to 30.

Earned Value Concepts

What is Earned Value? Standard Terminology Earned Value Illustration Department of Defense (DoD) Earned Value Requirements Earned Value Certification
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Earned Value Concepts

What is Earned Value? Earned Value Management (EVM) is a project management practice that integrates:
Schedule Scope Cost

EVM measures the value of work performed Its not how much youve spent, it is what youve done -Ryan Denner

Earned Value Concepts

Standard Terminology Key Definitions & Metrics Key Definitions: Budget at Completion (BAC): Total Baseline Budget Planned Value (PV): Baseline Budget through a point in time Earned Value: The value of work completed, Earned
EV = BAC * % Complete

Actual Cost: Actual Cost incurred through a point in time Key Metrics: Schedule Variance: Earned Value Planned Value Cost Variance: Earned Value Actual Cost

Earned Value Concepts

Earned Value Illustration

BAC PV

Cost

Time

Planned Value: The Gold Standard

Earned Value Concepts

Earned Value Illustration

% Complete is the Key to Earned Value

Earned Value Concepts

Earned Value Illustration
Schedule Variance
BAC PV

Cost

EV

Time

Dont Forget: EV = % Complete * BAC

Earned Value Concepts

Earned Value Illustration

BAC PV AC

Cost

EV

Cost Variance

Time

Earned Value Concepts

Earned Value Illustration
EAC

BAC PV AC

Cost

EV

Time

Reminder: AC + ETC = EAC

Earned Value Concepts

Earned Value Illustration
AC

BAC PV

Cost

EV

Time

This is what EV looks like at the end of the project

Earned Value Concepts

DoD Earned Value Requirements
Contractor Processes and Systems comply with:
ANSI/EIA-748-A: Standard for Earned Value Management Systems Intent Guide (See Appendix) 32 Guidelines that can be tailored to the contractors business environment

Earned Value Certification Process

Contractors work with Defense Contract Audit Agency (DCAA) to get EVMS certified The Contractors EVMS Process is certified NOT the business system The business system must conform to the 32 guidelines in the ANSI/EIA-748 Document

Oracle PJT Configuration

Oracle PJT Configuration
Configuration for Planned Value Configuration for Progress Collection Configuration for Actual Cost Configuration for Earned Value Configuration for Project Forecasting
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Oracle PJT Configuration

Oracle PJT Configuration
Configuration for Planned Value
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PV

BAC

Oracle PJT Configuration

Configuration for Planned Value Steps to establish Planned Value in Oracle PJT:
Step 1: Build the plan in MS Project Step 2: Import to the Oracle Project Management Workplan Step 3: Publish the Workplan Step 4: Generate the Financial Plan from the Workplan Step 5: Baseline the Financial Plan

PV

BAC

Oracle PJT Configuration

Workplan versus Financial Plan
Oracle Project Management provides the ability to store and manage two structures
Workplan Financial Plan

The Workplan is used for:

Scheduling (Equivalent of MS Project) Resource Assignment Collecting Progress

The Financial Plan is used for:

Collecting Cost Baseline Management Project Performance Reporting Formal Earned Value Reporting

During configuration, a relationship is defined between the two structures

Oracle PJT Configuration

Configuration for Planned Value

Configuration - Process
Develop the plan in MS Project Rates Resources Schedule
PV BAC

Oracle PJT Configuration

Configuration for Planned Value

Configuration - Process
Generate Approved Cost Budget from the Workplan Baseline the Approved Cost Budget The Approved Cost Budget is PV

PV

BAC

Oracle PJT Configuration

Configuration for Progress Collection

Steps to Collect Progress in Oracle PJT

Step 1: Resources update their ETC Step 2: Task Managers review Step 1 updates and submit Task status Step 3: Progress is applied to the Workplan Step 4: Progress is copied to the Financial Plan

Oracle PJT Configuration

Configuration for Progress Collection

Progress Collection
By Assignment
Actual Start Actual Finish Estimated Start Estimated Finish ETC

Oracle PJT Configuration

Configuration for Progress Collection

Progress Collection
By Task
Review input from Resources Determine % Complete Add Comments Submit

Oracle PJT Configuration

Configuration for Progress Collection
Customizations to support progress collection
Earned Value Calculation Methods:

50/50, 0/100 calculation Level of Effort

Oracle PJT Configuration

Configuration for Actual Cost Steps to Collect Actual Cost in Oracle PJT
Step 1: Collect cost using standard Oracle Project Costing functionality Step 2: Run update processes to populate the PJT tables

AC

Oracle PJT Configuration

Configuration for Earned Value Steps to Calculate Earned Value in Oracle PJT
Step 1: Generate and Baseline the Approved Cost Budget (i.e Planned Value) Step 2: Update the Financial Plan with % Complete

EV

Oracle PJT Configuration

Configuration for Earned Value
EV is calculated as follows:
Baseline BAC * % Complete Earned Value on the Financial Plan

Copy progress from the workplan

EV

Oracle PJT Configuration

Configuration for Project Forecasting Steps to Generate a Forecast in Oracle PJT
Step 1: Collect Actual Cost Step 2: Collect ETC Progress Step 3: Define a new Financial Plan for Forecasting: Forecast Cost Budget Step 4: Generate the Forecast Cost Budget Step 5: Submit/Approve the Forecast Cost Budget
EAC

AC

Oracle PJT Configuration

Configuration for Project Forecasting Generate the Forecast from the Workplan
The forecast is managed in the Financial Plan

EAC

AC

Reporting
ViaSat Earned Value Reporting
Project Performance Reporting Cost Performance Reporting in Oracle PJT
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Reporting
Project Performance Reporting Standard Earned Value Reporting Financial Performance Indicators Key Performance Area Summary Exception Reporting

Reporting
Project Performance Reporting
Standard Earned Value Reporting

Reporting
Project Performance Reporting
Key Performance Area Summary

Financial Performance Indicators

Reporting
Project Performance Reporting
Exception Reporting

Reporting
Cost Performance Reporting- Overview ViaSat developed a custom Cost Performance Report that meets DoD guidelines and standards Leverages data from the underlying Oracle tables Employ Project and Task level UDAs Developed in Report 6i/XML Run via a concurrent request. Reports are output to MS Excel

Reporting
Cost Performance Reporting- Report Design System only stores total burdened cost for Planned Value CPR requires that specific financial elements be reported separately. Examples include:
General and Administrative burden Cost of Money Calculation

ViaSat developed a custom applet that allowed these elements to be reported separately Data from underlying tables was passed through burden API to separate the elements

Reporting
Cost Performance Reporting- Format Summary The CPR contains four primary formats:
Format 1: Provides task based Earned Value Format 2: Provides organizational based Earned Value Format 3: Provides incremental Planned Value forecast Format 4: Provides staffing forecast

These formats provide different levels of visibility into the project

Reporting
Cost Performance Reporting- UDAs
User Defined Attributes: Header Data

Reporting
Cost Performance Reporting- Header, Format 1

Data pulled from Oracle Contracts PJT UDAs

Reporting
Cost Performance Reporting- Format 1 Report Body and Lower Detail

Current Period/Cumulative Values

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Future Plans, Lessons Learned and Critical Success Factors

Future Plans
ViaSats future plans include
OTL/Team Member Progress Enhancement Integration with ViaSat internal Estimating/Proposal tool Internal Program Review Snapshot MSP UDA Integration Stored Custom Measures Ad hoc Discoverer Reporting

Lessons Learned and Critical Success Factors

Lessons Learned and Critical Success Factors
Executive Leadership and Support Project Team Composition Functional Scheduling & Earned Value Expert Pilot Projects provide insight to real world business challenges outside of the test environment Communication and Usability Feedback from end users Project Structures Fully Shared Structure vs. Other
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QUESTIONS ANSWERS

Where to find more information

Timothy Cronin, President, Cronin Business Solutions www.CroninINC.com tcronin@cronininc.com Experts in the Oracle Projects Suite Visit us at booth: 417

Meet the EBS Projects Experts Moscone West 2nd Floor Overlook Space 3 Wednesday 2.30 pm 5.30 pm

And For Even More Information

Visit the Oracle Projects Demo Pods in the DEMOgrounds
Transforming PPM into Strategic Advantage (Location B12) Driving Business Success (Location B9)

Related Web Sites For More Information

www.oracle.com/applications/project-management.html

search.oracle.com project management

Project & Portfolio Management

Session Schedule
Session - Location
Oracle Project Management for DoD Earned Value Compliance: ViaSat's Perspective; Moscone West 2016 Driving Business Success: Oracle Project Resource Management at Unisys; Moscone West 2016 TIBCO Adopts Oracle Project Resource Management for Its Services Organization; Moscone West 2016

Day
Monday Tuesday Tuesday

Time
4:45 PM 3:15 PM 4:45 PM

Oracle Projects: You've Got Questions; We've Got Answers; Moscone West 2016
Meet the EBS Projects Experts; Moscone West 2nd Floor, Overlook Space 3 Oracle Projects Extensions for Billing, Revenue Accruals, and More: An NSF Case Study; Moscone West 2016 Public Sector Projects: Managing Reimbursable Agreements with Oracle Projects; Moscone West 2016 Managing Complex Contracts with Oracle Project Contracts; Moscone West 2016 Leverage the Power of Billing Extensions in Oracle Projects: Five Common Requirements Met; Moscone West 2016

Wednesday
Wednesday Wednesday Wednesday

9:45 AM
2:30 5:30 p.m. 11:15 AM 3:00 PM 8:30 AM 10:00 AM

Thursday Thursday

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Appendix

Earned Value Concepts

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Earned Value Concepts

Earned Value Certification The Defense Contact Audit Agency(DCAA) is responsible for certifying Earned Value

DCAAs audit methodology

Certify the business process Once a process is certified, the contractor must validate that their system can support the business process and the 32 ANSI guidelines.

Earned Value Concepts

DoD Earned Value Requirements Helpful Resources:
DoD Earned Value Implementation Guide http://guidebook.dcma.mil/79/EVMIG.doc

Earned Value Concepts

DoD Earned Value - Key ANSI/EIA-748 Requirements
Section 2.1 - Organization
Used Task Level UDAs to store Organizational attributes

Section 2.2 - Planning, Scheduling and Budgeting

Use MS Project as our schedule engine Oracle calculates costs (Burden Structures/Schedules)

Section 2.3 - Accounting Considerations

Labor hours collected through OTL (Tasks set in PJT) Material collected through AP Data summarized, and passed to PJT

Section 2.4 - Analysis and Management Reports

4 Reports submitted monthly Discussed later in this presentation

Section 2.5 - Revisions and Data Maintenance

Earned Value Concepts

Earned Value Certification Contractors work with Defense Contract Audit Agency (DCAA) to get EVMS certified The Contractors EVMS Process is certified NOT the business system The business system must conform to the 32 guidelines in the ANSI/EIA-748 Document

Oracle PJT Configuration

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Oracle PJT Configuration

Configuration for Planned Value A series of configuration activities are necessary to configure BCWS within Oracle Project Management ViaSat has divided these activities into two categories
Configuration Setup Configuration Process
PV
BAC

Oracle PJT Configuration

Configuration for Planned Value
Configuration - Setup
How ViaSat develops the project plan The project is planned/scheduled using MS Project
Resource loaded tasks Strive for 95%+ linked minimal use of constraint dates Key Milestones identified and linked to tasks High Level Planning Packages used when necessary

MSP/PJT are linked through MSP integration functionality

MSP Linked to workplan versions, not Financial Plans

Accounting Calendar:
ViaSat uses a 4-4-5 Fiscal Calendar System Accordingly, we plan and bill based on fiscal periods MSP doesnt support fiscal calendars, but PJT does!

Oracle PJT Configuration

Configuration for Planned Value Configuration - Setup
Create a centrally controlled Planning Resource List

PV

BAC

Oracle PJT Configuration

Configuration for Planned Value Configuration - Setup
Enable structures to be Fully Shared Enable Workplan Versioning

PV

BAC

Oracle PJT Configuration

Configuration for Planned Value Configuration - Setup
Define Planning Rates

PV

BAC

Oracle PJT Configuration

Configuration for Planned Value Configuration - Process
Send time phased cost and work data for resources

PV

BAC

Oracle PJT Configuration

Configuration for Planned Value Configuration - Process
Publish the Workplan in Oracle Project Management

PV

BAC

Oracle PJT Configuration

Workplan versus Financial Plan
Why use both?
Using the workplan allows for greater flexibility in the following: Scheduling Collecting Progress Whos working on what and when Task Details We use the Baseline Workplan Versions and specific published versions to generate the following financial plan types: Approved Cost Budget (Performance Management Baseline) Generated from the Baseline Workplan Forecast Cost Budget (ETCs & EACs that vary from the Baseline) Generated from Latest Published (or Specific) Version

Oracle PJT Configuration

Configuration for Progress Collection Progress Collection
Progress is collected via the team member home page

Oracle PJT Configuration

Configuration for Progress Collection
Progress Collection
Progress can be collected by:
Tasks Assignments Deliverables

Oracle PJT Configuration

Reporting Progress & Fiscal Month End
ViaSat is only required to report financial/earned value data on a monthly basis We report based on a fiscal period basis PJT does not support a PA Period Progress Cycle We created a new progress cycle called Friday of each week Allows ViaSat to collect progress on a more frequent basis, while still the requirement of collecting progress for the fiscal period end date

Oracle PJT Configuration

Configuration for Progress Collection Progress Collection
PJT will calculate % Complete
Derivation Method- Task Type Rollup Method- Task

Oracle PJT Configuration

Configuration for Progress Collection Progress Collection
Copy % Complete from the Work Plan to the Financial Plan

Oracle PJT Configuration

Configuration for Actual Cost

Cost Collection
Leverage standard Project Costing functionality
Burden Rate Schedules Transaction Controls

AC

Oracle PJT Configuration

Configuration for Actual Cost

Cost Collection
Export actual cost to MSP Role Based Security Burden Rates Transaction Controls

AC

Oracle PJT Configuration

Configuration for Earned Value
ViaSat calculates Earned Value as follows:
Earned Value = BAC * % Complete For Earned Value to be calculated on the financial plan, % Complete must be copied to the Financial Plan EV must be calculated at the most detailed task and then rolled up. It should not be calculated at each summary level of the WBS. The EV in the reporting tab uses the Approved Cost Budget from the financial plan and the % Complete from the financial plan

Oracle PJT Configuration

Configuration for Earned Value
EV is calculated on the Workplan as follows:
Baseline BAC * % Complete Earned Value on the Workplan

EV

Oracle PJT Configuration

Configuration for Project Forecasting ViaSat generates Project Forecasts as follows:
ETC is collected on the Team Member Home page via progress collection ETC logged in workplan Forecasts are a different type of financial plan that are generated based on Actual Costs and ETC. The Forecast Cost Budget is used in Formal Earned Value reporting (ETC, EAC) Define forecast generation options for forecasts, you can also specify the period through which to include actual amounts in the generated forecast (for example, current period, last closed period, or prior period).

Oracle PJT Configuration

Configuration for Project Forecasting Actual Amounts through
Prior Period (Preferred Selection) Current Period Specific Period

ETC Source
Staffing Plan (Project Resource Management) Task Level Selection (Preferred Selection) Select the Workplan Version with latest ETC info

Oracle PJT Configuration

Configuration for Project Forecasting
Approve the Forecast
The forecast is managed in the Financial Plan
AC EAC

Reporting
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Reporting
Cost Performance Reporting- UDAs Cost Performance Report
User Defined Attributes: Header Data

Reporting
Cost Performance Reporting- UDAs Cost Performance Report
User Defined Attributes: Header Data, contd

Reporting
Cost Performance Reporting- UDAs Cost Performance Report
User Defined Attributes: Task Data

Reporting
Cost Performance Reporting- UDAs Cost Performance Report
User Defined Attributes: Task Data

Reporting
Cost Performance Reporting- Format 1 Submit the Concurrent Request

Reporting
Cost Performance Reporting- Format 2 Submit the Concurrent Request

Reporting
Cost Performance Reporting- Format 3 Submit the Concurrent Request

Reporting
Cost Performance Reporting- Format 4 Submit the Concurrent Request

Reporting
Cost Performance Reporting- Format 1

Reporting
Cost Performance Reporting- Format 2

Reporting
Cost Performance Reporting- Format 3

Reporting
Cost Performance Reporting- Format 4
4