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Oracle Project Portfolio Analysis User Guide
Contents
Title and Copyright Information
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Preface
Overview of Oracle Project Portfolio Analysis
- Introduction to Oracle Project Portfolio Analysis
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- Portfolio Planning Process Flow
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- Integration with Oracle Project Management
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- Predefined Workflow Processes
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Creating a Portfolio
- Overview of a Portfolio
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- Basic Portfolio Information
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- Portfolio Roles
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- Creating a Portfolio
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- Deleting a Portfolio
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Creating a Planning Cycle
- Overview of Planning Cycles
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- Defining a Planning Cycle
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- Planning Cycle Elements
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- Checklist
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- Investment Criteria
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- Basic Information
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- Financial Information
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- Discount Rate
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- Funds Available
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- Display Factor
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- Targets and Financial Metrics
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- Investment Mix
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- Distribution List
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- Initiating a Planning Cycle
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- Planning Cycle Statuses
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Collecting Project Information
- Overview of Collecting Project Information
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- Project Configuration
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- Portfolio Selection Class Category in Oracle Project Management
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- Investment Class Category in Oracle Project Management
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- Using Financial Plans
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- Project Funding Approval Status
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- Project Scorecard
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- Collecting Projects
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- Planning Cycle Exceptions
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Creating and Managing Scenarios
- Overview of Scenarios
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- Scenario Components
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- Scenario Charts and Graphs
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- Scenario Regions
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- Creating a Scenario
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- Adding Projects to Scenarios
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- Removing Projects from a Scenario
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- Viewing Projects in a Scenario
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- Managing a Scenario
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- Ranking Projects
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- Recommending Projects
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- Comparing Scenarios
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- Recommending Scenarios
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- Withdrawing Scenarios
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Approving a Portfolio Plan
- Overview of the Approval Process
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- Submitting a Portfolio Plan
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- Approving a Portfolio Plan
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- Rejecting a Portfolio Plan
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- Closing a Planning Cycle
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Formulas and Calculations
- Formulas in Oracle Project Portfolio Analysis
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Glossary
Index
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