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Process Flow

The main tasks that you perform while using Project Portfolio Management are:

  1. Setting up the Enterprise Performance Management foundation.

  2. Establishing system-wide options and user preferences.

  3. Creating project requests and submitting them for approval.

  4. Running the Scorecard Assessment process to calculate and assess KPIs.

  5. Creating project portfolios.

  6. Reviewing and analyzing project portfolios.

Image: Project Portfolio Management task overview

The following diagram shows these tasks:

Project Portfolio Management task overview

Most of the tasks that are listed involve multiple steps and require you to complete multiple pages in the application. These details are discussed in the subsequent topics of this Documentation.