Call with Deepak and 1 other-20260806_165457-Meeting Recording
6 August 2026, [11:24] am
1h 51m 0s

Ashok   Pillanam started transcription

Rohit  Bhattad [0:04] And this is the search that you can use the projects for search. Okay, now again, we can
just remove this recently open. The idea is you'll manage both new projects and existing projects here,
right? So for new projects, when you click on this, the flow will be like to create schedule from.Was like,
uh, basically, you'll have a work data structure, and based on that, the data screen, we'll go to
that, and for existing screens, uh, this, like, you'll kind of see a detail.Wherein you have, yeah,
wherein you have different dashboards, and this is one existing project, OK?So you have, so there is an, so
the PM enters or whatever, yeah, enters into a screen where he'll see a list of projects, yeah, correct,
and he can search, yeah, and there's some sort of dashboard, the content, yes, yeah, then he can get some
note. OK, now I don't want to get into notifications and all that, because...Notifications would be nice.
Also, any notifications from Oracle update is where, you know, typically would there be any notifications for
project managers? Then maybe that can come here. Project manager will update from here, right? And then it
will go to, yeah, Oracle, but the feedback should also come here, yeah, so...Feedback me, Oracle, like, like,
like, there should be some notifications or something, like, OK, there will be some, like, OK, contracts not
updated, some kind of message, like, any message, the moment it will, but then what kind of data we are we
need to fetch from Fusion like contracts is one thing, what else can be updated?Usually, the W.B.S. and all,
that will be the best part of this new process, so W.B.S. resource also, they may change, for example, at home
machine P. or Nadia is there, right? This is you, so they may change Nadia to someone else. That will happen
here, sir. I know, so that will happen here, right? So, I think what she's saying to notification point
of view.And you know, I don't know in Oracle what notifications are going to come. We in Deltek, we would
have some notifications like, okay, we could say that, okay, your date is, you know, your one time
notification rather than sending an e-mail. We would have notifications. I'm assuming I'm just very
high level. That kind of alerts we can, we can, we can see, I mean, at the moment.Yeah, we can see what kind
of values we can generate here. Generally, yeah, pull from pull from some can definitely be illustrated here.
Now, in the Oracle, what kind of motivation mechanism you don't know? I don't know, we don't
know yet, so it depends on that, it depends on that. So, whatever all I'm saying is whatever
notifications for PMs.Should just come here, he chats results.It'd be a nice place on the right to say,
like, you know, yeah, we can have an icon at the top, icon, yeah, exactly, and if they can, oh yeah, yeah, I
have to update this, yes, this is pending, this is pending, yeah, I can.I like that.Now, idea is to search for
existing projects, and use down new. I'm not sure how frequently new projects will come. Just kept this,
uh, so as I wanted to discuss on what is the total number of projects, basically, and how useful we can make
this screen, like you mentioned notifications, and maybe if some section is not needed.Yeah, yeah, we make it
clean. I like to, so that's why this is an opportunity. Like, you can say, "Hey, I mean, you know,
at the moment we don't need this, right? Correct, right, and let's make it very clean, so
that's that he can design according, I can design according to the project. Yeah, so here maybe we can
search like the type name, we can search or...Code also, yes, code also, we can touch that. See, you said this
notifications you already said, see four steps pending, blah blah blah blah. No, that is for the new project
set up as to what needs to be done, right? And then we can track it to the closure. Oh, this is pretty good,
actually. I like the, no, the, no, I mean the content.But how it looks, we will make it user-friendly,
yeah.And of course, these will have the names, no project name, client names, headers, we have headers, we
have headers, right? Interesting, where are you getting this from? Ohh, this is also good. It depends, I mean,
yeah, of course, it will be pushed from Oracle, pushed from Oracle, everything will be, they will pay, no, no,
this thing we have to add.We have to have some logic as to how we are defining a project. Is it a risk or not?
But I mean, yeah, it's risk management or risk registers. We are talking about Annapurni in order to
choose that, right? OK, you know, I'll tell you why, but you will enter here, right? Enter, you can enter
here, yeah, enter entry. What I was thinking is PMs, if...You know, by so PM is an important role, person
who's accountable to, and in addition to our centre commercial managers and all that.they are accountable
to update the planning and forecast and everything. We are responsible for the profit on the job. So now if we
are giving them this access, then it should be a single point access. We can't ask them to go to Oracle
as well and come here as well. Oracle or just on model, how big it is I do? No, there's nothing. So I
think what...Maybe it's OK. I mean, then we can ask them to expose the risk API, yeah, and whatever the
data entry we are doing here, we can push it there, the creation part of it, what are the masters, drop downs,
they don't have that, they'll tomorrow call with or in the Twitter, maybe you can do that, yeah, I
think I have my screen, just small things, that is fine, yeah, I or I can show, but then what I was trying to
say is that...At risk one, right? Let's say I, I mean, but no, I know what you mean by address
that's a list registers everything, correct? Yeah, you mean the project is at risk because the margin is
dropping, whatever contract is, so we have to give the criteria correct in the reporting in Oracle, correct?
Then it comes, then you pull that information, am I right?How so? I don't know. I'm reporting. That
was my point that whatever the percentage you are showcasing about here, that actually the data you are
pulling from Oracle finance wise, yes, but in a project finance is not only thing, right? If some something is
some, it's not going on track as per plan, so yeah, time wise, but...That parameter, everything they will
enter in Oracle. OK, parameter or say criteria, right? So, you are just reading this value from the Oracle
here. So, in Oracle, maybe it's a at risk. You are in Oracle, will it be shown as at risk that project?
We don't know at the moment, because they have a risk registers or something.Because if you judge the
management tool, we should sure, I agree 100%. I like this, and whether or not gets it. So, my question also
judge patients, and this is the fundamentals, right? So, if if Oracle cannot generate these other metres, then
we can manage here to execute, manage like a reporting, this almost becomes like a reporting layer, yeah,
yeah, then you slip exactly.Yeah, so it takes wherever it pulls me, just pull what is from stages, help like
different criteria to search a project. That's good. OK, yeah, stages again, this again based on what
this is based on our our stages. OK, what we decided is she might want to use this for planning also, she can
enter a project here later on.She can enter a project there, which is not one, would be in a deal stage that
we sync it here, she can do use it for financial, and also they will enter here only, or maybe project enter
there only, and he's saying about the pre-sales or pre-base, whatever, which, if you will enter there,
another the stages is like the pre-sales, that will be pre, yeah.So, it will not be this, so we will come, but
this is the first, very good first, very good first, just initial draught. I know, I know, I'm very happy
that I'm seeing this, to be honest. So now, of course, we will change, yeah, yeah, looks. See, the reason
why I'm meeting is you're not available from next week, right? So, what more feedback I can
get?Good. No, great. So now we will tell you maybe the next step. The idea is great and this is very nice. I
mean, I think for a PM to look at and update. This is exactly the kind of interface that they will be happy
with. Now the content we will tell. So what I can do is I can mark this up.You know, like a, yes, take a PDF
and say, yes, so we can have a workshop around it. Sure, we can have workshop is best. Hmm, uh, we can capture
markups and stuff, yeah, screen capture, you know, print it out, markup, and yeah, perfect. OK, this is the
first page is fine. Yeah, now this, I've given this sort based on attention value.OK, a margin.This also
can change, I mean, this was just.Oh, so you're sorting based on all of this, which is also quite
interesting actually. Yeah.And then, about those values, your down screen is changing, is changing, yeah,
okay, but it's almost like a report, you know, which is interesting, you know, which is this could be
the, this is like the, this is like the overall all projects level, and now I'm frankly I'm not
really sure how much of data electron fusion.Or, how I will get that data? I mean, whatever we are saying, we
can ask them, "Hey, give me this data, or exposing it, how it is? They have individual APIs, no, they not
have APIs for reports, so how we can manage it, we'll just cheque once, yeah, technically done for you,
so again, idea brilliant, and almost the content also sort of makes sense, you know, so, but it's
just...What exactly, like, maybe I want to see just the contract value, maybe I want to see the start and end
dates. You could even, I don't know if you can do that. You can even have like, you know, select columns.
I can have it. So we can have whatever columns you want. We can have that. Like maybe me as a project manager,
I want this, this, this for, you know.The other person, maybe this is this, you know, the user, and then going
to say, if it's not complicated, otherwise I'll tell you exactly, we'll try, that's fine,
it's complicated, we'll try, yeah, so we can, OK, now we have two kinds of, basically, this will be
the project taxonomy, you know, the whatever we see, and I will tell you which which which one, yes.So, done,
I think, yeah, we can. I think we have a discipline wise project manager or one project manager can manage
multiple, which is a very good question. In that, we can add column here according to, yeah, yeah, so one
project we will only show the project manager, yeah, project project manager, yeah, if you actually ask that
question, then you...And I don't want to make it complicated, but if you want to see that, then you could
have a plus and then you can see the entire work breakdown structure, which I don't necessarily need. I
don't need it. Then you see the disciplines and then the project management. No, no need. That's the
roll to the detail screen. Yeah, no need. I agree. Then we have to think from performance perspective, so how
much data we want to load, right?Yeah, no, I'm happy with this. I don't need that. I was just, we
are just doing, yeah, it's like, and then this will be role access control. Let's say a project
manager, he'll be able to see only his projects, exactly, and then maybe it has their subordinates,
they'll be able to see all the projects, and then the relevant, it'll sum up, basically. Access
control, I don't know how it's gonna work.It was from from Oracle. OK, it's the same control.
Whoever is logged in here person will not give a different user ID password, so I will just we will add our
e-mail only and they click on log in, so we call it single sign on, so the credentials rules that this
application will read from Oracle.Because, at the end of the day, you are controlling right that Jalpesh has
a, let's say, 5 project access or Jalpesh is project manager over 5 project, Thalha is for 15, so the
moment Jalpesh will log in, Jalpesh is able to see only five, while Thalha can able to see 15.OK, perfect.
Yeah, exactly. Moving on, so there are two types of projects: a new project and existing project. OK, new
project is which for structure has been created in Fusion, yeah, and schedule has not been created. How do you
differentiate that? Not here, yeah, and this is the stage also, yeah, not planned.Perfect. Set up pending
basically. That's very good. Yeah, okay. And then new is here. We'll discuss new first, okay? Now
when I click on this, this is where we, again, this four steps is written on my understanding. You can add,
remove on what you do as part of planning. This we discussed during the other.our meeting, right? Very first
thing you do is you create a schedule, right? Yes. So this is your work breakdown structure which comes from
Fusion. Perfect, yeah. Now we said that we don't want to select deselect task, right? Like whatever is
there created there, you carry forward it straight away. But then if you want to remove any task, I just gave
this option, but this will be disabled like this.OK, wanted to take your feedback as to, yeah, so again, the
work breakdown structure, we are saying that it won't be created in Fusion, so it can only pull that, so
yeah.Everything has to be, right? Everything, then we just, you know, I'm just thinking, what's the
advantage of? So, I think the what is OK, let me put another way. Let's say we have defined our standard
WGS in Oracle, but do you think project manager should have a right or project manager can remove one
particular line or something?No, because then what will happen? No, the removing is fine, removing is fine,
but...I know, what is it? I feel there should be control. I don't mind, you know, it depends on how much
confidence we have in there, you know, so, but that's why, that's why he's asking. He put it,
he put it like cheque mark. If I can, let's say, bring a product manager, I don't want this concept,
so I can cheque out. Yeah, but in your WBS is there. Yeah, then it will be a confusion. So, so, so I think
everything is a disabled, I mean.Yeah, I said I discussed this already, so Jasir, I want to keep it on this
option now, so maybe in future, you know, the idea would be to train them for such an extent that we
completely decentralise it. Yeah, we give them the say they say we give them the option of say we create the
WBS and this is how different users created infusion event, we don't know that.Now, this is how it looks
like, huh? This is how it looks? OK, fine, perfect. Like, they just create parent task, child task, or they
are dates also, like, how is it created in WBS, because for me, this this interface is 1000 times metric,
so...What's your opinion on this?That.Whatever it is, it is from the fusion, no, but the only problem is
every time, so...Fusion now we only have, sorry, there will be discussion. Fusion is controlled essentially by
commercial and controls. Yeah, controls. Planning, planning data is also flowing. You're going to get
more job. She will bring in a lot of things, literally redesigning, but only one thing. Excuse me, IP is going
to be with.With her, yeah, no, you're talking about Excel browsing, she was like, "I'm all for
you," so I think she's giving you more work, we have end up creating a totally new solution, no, no,
no, no, are you, are you, are you, yeah, just a random, just normal, general, general is, yeah, I have no,
he's okay, no, no, just generalised.So, so again, so we can we keep this as a little leave this part, we
say access type, because we see how Oracle works and how the whole thing interacts. Yes, I don't know how
Oracle works, but then have that call, so let's see more on my assumptions on, yeah, how it, yeah,
because we need to see.Because if we keep the, because that that way we're not giving them, so if we keep
this as an option and we disable it for some time, right, as time moves on, we can take it, we can enable it,
true, you know, something like that, so we have the flexibility in that, and it should be disabled, true, so
the control remains in Oracle, yeah, because if we give them the control of adding and stuff here, then the
data, this should also flow back and change the.We keep it then, yeah, we can do that, but then, then the
again, the control, the main thing is that we, as a strategy, we need to decide that up to which power, up to
which level power we need to give to project managers. Yeah, so I'm very clear right now that we
shouldn't give them the, then, then it should be disabled.But, but I know tomorrow is right, tomorrow
I'm not there, somebody else wants to do it, yeah, then we can do this C.R. as well, we can change, no,
we can change it, yeah, yeah, it's just that the two-way sync we need to, but how frequently project gets
created, like, every.It's just, yeah, it gets changed a lot, and you know, this is a first time setup,
right? After creating, you can add the, how many times you are changing the, not a lot, no, it should be set
at the first time, and then, correct, it should not add a moving task, sometimes, yeah, there is an addition,
that's what I'm saying, like, so we are setting up the phone for the first time.That edit thing,
adding more tasks, you can create once or later probably gets created. Yeah. Right? Yeah. So this, we are
doing this for the first time basically. Yeah. Okay, now we have imported WBS from Fusion. Next to this, we
set dates. Okay. Now what I've given here is like a random duration or number of days each.Discipline
might have, right? You call this discipline and the stage, correct? We call it, yeah, milestone and then
activity, or so it is stage and then discipline, stage and then discipline. I'm sorry, right? Yeah, so
you give it number of days, yeah, and then automatically, so what you're just doing a dummy thing, right?
Because you don't even...Yeah, Danny, OK, OK, so, so now let's say I think this is how we want,
right? The key from seventy-seven a person will enter 70 days something, right? I'm sorry, but again,
option like from weeks to days to months, the option of, yeah, OK, now I have given weeks, but yeah, so you
want to enter in days and months, it like, it like, see, for example, let's say some projects are
like...It has like a concept is in 10 or 20 days and it's like sometimes it's based on me also
because here is where we we may need integration with David's basics thingy with through Oracle, right? I
mean, I mean saying that not not from here, but from Oracle.When you create WPS and Oracle, there's no
number of days, weeks you under that.The end of date, I think, start date and start date, project end date is
fine, but at the last, the WBS, they do enter the, yeah, they're actually incinerating with the rolled
up, the not 100%, Thalha, some projects will be some, but it's a two-way thing, so we have an option,
what the specification was that we have a.Option to use, because what if it's wrong? The PMs will
don't need to use that, then, in that case, so here there should be an option where we pull that, no,
this data will be pulled, whatever is preloaded, it's a pull date only, you make a change automatically,
so we should have an option, we do that.It cheques, then I don't know how that's a solution, so we
need, see, by default, generally, how such integration, whatever is the data is there, we pull it to edit it,
you don't know, but in this case, in this case, yes, but the P6 is getting integrated with Fusion, so
the...The checking that you wanted, right? That control of whether that the data that is getting pulled is the
right data or not. It should be here, not Oracle. Yeah. The control should be here for the day. Yeah, so how
it will work is it will get pulled into Oracle. From Oracle, it will come here. Here you integrate it, then it
goes back to Oracle. See, wherever it comes, that's fine, right?But my my point is that the PM has to,
because what happens is programmes keep changing. So every month they change. I don't, as a project
manager, I don't want it to automatically change without my permission. No, yeah, that is fine. So
that's why the... It&a