Before you Begin

This 20-minute tutorial shows you how to assign programs to projects, and then analyze projects by program. The sections build on each other and should be completed sequentially.

Background

With Projects, you can bridge the gap between project planning systems and the financial planning process. You can assess the impact organizational projects and initiatives have on overall corporate resources and ensure they align with short and long term financial targets.

If you enabled the Program dimension, you can group projects together into a program for tracking and analysis.

When you enable the Program dimension, it is added as an attribute dimension.

You map projects to programs in Dimension Editor. You must have already added projects to perform this task.

Note:

To learn more about the features enabled in the application used in this tutorial, see the Configuring Projects tutorial.

In this tutorial, you assign a program to a project and review progress using dashboards.

What Do You Need?

An EPM Cloud Service instance allows you to deploy and use one of the supported business processes. To deploy another business process, you must request another EPM Enterprise Cloud Service instance or remove the current business process.

• Have Service Administrator access to an EPM Enterprise Cloud Service instance. The instance should not have a business process created.
• Upload and import this snapshot into your instance.

Note:

If you run into migration errors importing the snapshot, re-run the migration excluding the HSS-Shared Services component, as well as the Security and User Preferences artifacts in the Core component. For more information on uploading and importing snapshots, refer to the Administering Migration for Oracle Enterprise Performance Management Cloud documentation.

Reviewing User Variables

User Variables were added when the business process was created. User variables act as filters in forms, enabling planners to focus only on certain members. In this section, you review the values set for user variables.

1. Click (Navigator), then under Tools, click User Preferences.

   

2. On the left, click User Variables.

   

3. Review the selected members for each dimension:

   

4. Return to the home page. On the upper right, click (Home).

Reviewing Program Attribute Members

In this section, you review Program attribute members used in project planning.

1. Click (Navigator), then under Application, click Overview.

   

2. In Application, click Dimensions.

   

3. For Cube, select All.

   

4. Click Program.

   

5. In Edit Member Properties for Program, review the members in the Program attribute dimension.

   

   Note:

   To learn more how members were added to the Program attribute dimension, see the Configuring Projects tutorial.
6. Click Cancel, twice to close the Edit Member Properties dialog.

Adding a Project to a Program

In this section, you assign a program to a project.

1. In Dimensions, click Project.

   

   
   

   Edit Member Properties for Project is displayed.

   

2. In the grid, expand Total Project, then All Project, then Internal Project, and then Indirect Projects.

   

   
   

   The Digital Mobile Web project is listed at the bottom of the hierarchy.

3. For Digital Mobile Web, click in the Program cell to activate the dropdown list.

   

4. For Digital Mobile Web, click the Program dropdown list to display options, and then select Transformation.

   

   
   

   Options in the Program dropdown list are taken from the Program attribute dimension.

5. Click Save.
   

   Changes are saved but have not been committed to the application. You must refresh the database to make sure these changes are applied and committed to the application.

   

6. Click (Refresh Database).
7. In Refresh Database, accept all default selections and click Refresh Database.

   

8. When prompted, click Refresh.

   

   
   

   Refreshing the database takes a moment to complete.

   

   
   

   

   
   

   

9. Click Finish.
10. Click Close.
11. Click Cancel.

Analyzing Projects by Program

1. Click (Navigator), then under Projects, click Analysis.

   

   
   

   Analysis opens with Entity Project Overview displayed.

   

2. From the vertical tabs on the left, click (Program).
   

   The Program KPIs dashboard is displayed. From the POV, you can select a Program to view and analyze projects for a specific program.
   

   You can review program KPIs including ROI, NPV, and Payback on this dashboard.

   

3. From the horizontal tabs, click Program Performance.
4. In Program Performance, review profitability, NPV, cross project expenses and spending.

   

Learn More

• Related videos and documentation

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Title and Copyright Information

Assigning Projects to Programs

F46647-02

April 2022

Copyright © 2022, Oracle and/or its affiliates. 

This 20-minute tutorial shows you how to assign programs to projects, and then analyze projects by program.

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