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Understanding Project Portfolio Management Options

You must establish the following options before you use the system to create and analyze project requests:

System Options

The system options are application-wide settings that:

  • Establish the records that the system uses for department and account data.

  • Control how project request IDs are generated.

  • Define discount rates.

  • Define currency conversion rate types.

  • Define workflow options.

  • Define integration options.

  • Define the dimensions and measures available for portfolio analysis.

  • Identify which users can edit project request data.

Supporting Data

The supporting data that you define establishes:

  • Initiative types, which are used to map a specific type of project to a particular project owner.

  • Priority selections, which are used to rank the importance of project requests.

  • The database records that the system uses to determine the allowed departmental budget amounts for project requests.

  • The measures and dimensions that are available for use in project portfolio analysis.

  • Risk elements, which are used to categorize risks.

  • Milestones for project requests and risk elements.

User Preferences for Portfolio Analysis

These preferences establish the default business unit, scenario, fiscal year, and period that a user views when analyzing project portfolios, and any additional measures to include.