Oracle Project Portfolio Analysis User Guide

Contents

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Preface

Overview of Oracle Project Portfolio Analysis

Introduction to Oracle Project Portfolio Analysis

Portfolio Planning Process Flow

Integration with Oracle Project Management

Predefined Workflow Processes

Creating a Portfolio

Overview of a Portfolio

Basic Portfolio Information

      Portfolio Roles

Creating a Portfolio

Deleting a Portfolio

Creating a Planning Cycle

Overview of Planning Cycles

Defining a Planning Cycle

      Planning Cycle Elements

      Checklist

      Investment Criteria

      Basic Information

      Financial Information

      Discount Rate

      Funds Available

      Display Factor

      Targets and Financial Metrics

      Investment Mix

      Distribution List

      Initiating a Planning Cycle

Planning Cycle Statuses

Collecting Project Information

Overview of Collecting Project Information

Project Configuration

      Portfolio Selection Class Category in Oracle Project Management

      Investment Class Category in Oracle Project Management

      Using Financial Plans

      Project Funding Approval Status

      Project Scorecard

Collecting Projects

Planning Cycle Exceptions

Creating and Managing Scenarios

Overview of Scenarios

      Scenario Components

      Scenario Charts and Graphs

      Scenario Regions

Creating a Scenario

      Adding Projects to Scenarios

      Removing Projects from a Scenario

      Viewing Projects in a Scenario

Managing a Scenario

      Ranking Projects

      Recommending Projects

      Comparing Scenarios

      Recommending Scenarios

      Withdrawing Scenarios

Approving a Portfolio Plan

Overview of the Approval Process

Submitting a Portfolio Plan

Approving a Portfolio Plan

Rejecting a Portfolio Plan

Closing a Planning Cycle

Formulas and Calculations

Formulas in Oracle Project Portfolio Analysis

Glossary

Index