13Product Lifecycle Management

This chapter contains the following:

Define Product Innovation

Class Management is the definition of classes, class hierarchies, and class codes to establish reusable business objects. Here we learn about class management for ideas, requirements specifications, concepts, and portfolios in Oracle Innovation Management.

The tasks addressed here are:

  • Manage Product Idea Classes

  • Manage Product Requirement Classes

  • Manage Product Concept Classes

  • Manage Product Concept Component Classes

Class

Use classes and sub-classes to define business object types.

When you create a class, the class name that you provide is stored and used as an object type, at the time of business object creation.

Select a class to edit the class name and description. The Object Creation Allowed Indicator in the Edit Class page controls the possibility of creating business objects of the current class value. Select the indicator to ensure that the class name is available to use as a type when creating a business object.

Note: Although you can create portfolio classes, these aren't currently used anywhere in the application. Also, portfolio rule sets aren't supported.

Class Code

A Class Code is a constant and unique value associated with each class across Oracle Innovation Management and associated PLM systems.

You can define a class code only once, when creating a class, as it's used during integration with external systems, and is required to remain a consistent internal code.

Note: You can't edit the class code after class creation. However, you can delete the existing class, if it isn't already used to create an object, and create a class with the required class code.

Class Hierarchy

Class Hierarchy enables you to group and search for classes, based on class values or business objects types.

Select a class in the Manage Class page to view the class hierarchy in the Edit Class page.

Innovation Management Lookups

Oracle Innovation Management provides lookups that you can use to define values in requirements, concept, and portfolio modules during implementation.

This topic addresses the following tasks:

  • Manage Product Requirements and Ideation Lookups

  • Manage Product Concept Lookups

  • Manage Product Portfolio Lookups

Use standard lookups in Oracle Innovation Management to define values such as type, status, priority, scope, compliance, resource pool, metrics, lifecycle phases, and rank.

Application statuses are also standard lookups. You can execute the following tasks as lookup tasks:

  • Manage Product Idea Status

  • Manage Product Requirement Status

  • Manage Product Concept Status

  • Manage Proposal Status

  • Manage Portfolio Status

The following table details the standard lookups available in Oracle Innovation Management.

Lookup types with configuration level System don't allow you to add or delete lookup codes. However, you can edit the Meaning and Description fields of the existing lookup codes.

Application Module Lookup Type Lookup Code Meaning Configuration Level

Product Requirements and Ideation Management

Ideas

Status

Pending, Accepted, Rejected, Implemented, In Progress, Review

User

Product Requirements and Ideation Management

Requirements

Associated Product

Common Services, Product Concept Design, Product Lifecycle Portfolio Management, Product Requirements and Ideation Management

User

Product Requirements and Ideation Management

Requirements

Requirement Fulfillment

Yes, No

User

Product Requirements and Ideation Management

Requirements

Requirement Priority

Must Have, Nice to Have, Should Have

User

Product Requirements and Ideation Management

Requirements

Requirement Scope

Yes, No

System

Product Requirements and Ideation Management

Requirements

Requirement Status

Pending, Submitted, Released

System

Product Requirements and Ideation Management

Requirements

Comment Status

Open, Closed

System

Product Concept Design

Concepts

Proposal Business Unit

Business Unit

User

Product Concept Design

Concepts

Concept Product Type

New Product, Technology Evaluation, Product Redesign

User

Product Concept Design

Concepts

Component Product Type

Documentation, Electrical, Mechanical, Software, Tooling

User

Product Concept Design

Concepts

Concept Status

Draft, Submitted Approved, Converted

System

Product Concept Design

Concepts

Cost Category

Development, Production

System

Product Concept Design

Concepts

Cost Status

Actual, Projected

System

Product Concept Design

Concepts

Proposal Cost Types

Fixed, Labor, Material, Variable

System

Product Concept Design

Concepts

Funding Request For

Concept, Feasibility, Product, Prototyping

User

Product Concept Design

Concepts

Market Strategy

Differentiation, Neutralization, Optimization, Others

System

Product Concept Design

Concepts

Primary Justification

Enter New Markets, Enter New Regions, Exit Market, Expand Market Share

User

Product Lifecycle Portfolio Management

Portfolio

Product Maturity Chart Metrics

Cost, Revenue, Margin

User

Product Lifecycle Portfolio Management

Portfolio

Portfolio Metric Data Types

Cost, Number, List of Values

System

Product Lifecycle Portfolio Management

Portfolio

Metric Types

Product, Portfolio, Product Proposal

System

Product Lifecycle Portfolio Management

Portfolio

Portfolio Planning Period Statuses

Active, Inactive

System

Product Lifecycle Portfolio Management

Portfolio

Planning Period Unit Durations

Month, Quarter

System

Product Lifecycle Portfolio Management

Portfolio

Lifecycle Phases

Draft, Submitted, Approved, Released

System

Product Lifecycle Portfolio Management

Portfolio

Portfolio Metrics Rank

1,2,3,4,5,6

User

Product Lifecycle Portfolio Management

Portfolio

Portfolio Types

Regular, Template

System

Product Lifecycle Portfolio Management

Portfolio

Product Categorization Metric

Cash Cow, Dog, Flagship, Star, Question Mark

User

Product Lifecycle Portfolio Management

Portfolio

Product Metrics Rank

1,2,3,4,5,6

User

Product Lifecycle Portfolio Management

Portfolio

Product Risk Numeric

Low, Medium, High, No Risk

User

Product Lifecycle Portfolio Management

Portfolio

Product Risk Subjective

No Risk, High, Medium, Low

User

Product Lifecycle Portfolio Management

Portfolio

Portfolio Risk Numeric

Low, Medium, High

User

Product Lifecycle Portfolio Management

Portfolio

Portfolio Risk Subjective

Low, High, Medium

User

Product Lifecycle Portfolio Management

Portfolio

Scenario Types

Draft, Submitted, Approved, Rejected, Current

System

Product portfolio planning period is the time period during which the portfolio objects collect data for analysis. Before defining a planning period, create planning period units using the Manage Product Portfolio Planning Periods task in the Setup and Maintenance work area.

Provide start date, number of units and specify the duration, which can be either monthly or quarterly, to create planning period time units. The planning period time units are created with default labels. You can add time units for a previously created planning period unit by providing the number of units before the first unit or by providing the number of units after the last unit.

Note: After you create a planning period unit specifying a duration, you can't change the duration. However, you can change names of the units.

To create a planning period, provide the start date planning period unit, end date planning period unit, and select the planning period unit from the choice list.

Impact of planning period and planning period units:

  • The columns in the Manage Resource Capacity table is dynamically created and displayed based on the number of units defined in the planning period for the portfolio.

  • Each timeline in the Schedule, Resource, and Launch charts is determined by the number of units defined in the planning period for the portfolio.

Oracle Innovation Management offers a list of predefined metrics that you can use for measuring portfolio performance. You can also set the minimum and maximum threshold values for these metrics in accordance with business requirements.

Metrics marked as Enabled are made available for selection when you add metrics using Actions > Define Metrics. Enabled metrics that are also marked as Default appear in the locations described in the following table.

Default metrics for: Appear here:

Product proposals

In the Proposal Metrics selection dialog that opens when you click the 123 icon during proposal creation.

Products

On Edit Portfolio page > Actions > Define Metrics leads to Define Metrics page, with Product Metrics tab.

Portfolios

On Edit Portfolio page > Actions > Define Metrics leads to Define Metrics page, with Product Portfolios tab.

Note: A portfolio is a grouping of product lines, most often within company Business Units. All proposals related to product lines within a portfolio should ideally be evaluated by a common set of metrics so that the evaluations are consistent and objective.

If you define consistent metrics for a portfolio and proposals within that portfolio, you can then roll up portfolio metrics from proposals, as required.

Metrics are of three types:

  • Derived - Calculated using fixed formulas. (Examples: Return On Investment, Internal Rate of Return)

  • Derived and rolled up - Calculated using fixed formulas and derived from certain values that you enter. (Examples: Net Present Value, Actual Cost, Projected Cost).

  • User entered - Entered by the user in the user interface. (Examples: Impact, Alignment, Risk Numeric)

Portfolio and Product Rule Sets

Define portfolio and product rule sets to associate multiple rules together, and assign them to portfolio classes. The following table lists and describes the portfolio and product rule sets.

Note: Although you can create portfolio classes, these aren't currently used anywhere in the application. Also, portfolio rules sets aren't supported.
Type of Rule Set and Rule Description

Validation

Define validation conditions based on attribute values.

Assignments

Define the value of an attribute, based on the specified condition. Rules are executed in the order of their sequence in the rule set.

Target business entities are:

  • Portfolio General Information

  • Product

  • Scenario

Composite

Aggregate rules sets that operate on different attribute groups. Composite rule sets contain both validation and assignment rule sets.

Define Product Development

How Product Development Components are Configured

This topic describes the hierarchy of tasks required to set up Product Development.

Item Organizations and Items

The Product Development offering includes two mandatory task bundles: Item Organizations and Items.

Change Orders

The Change Orders set of tasks are optional, and you do not have to configure them for Oracle Product Development to operate. However, if your installation requires routing change orders for items, manufacturer items, and assemblies, ensure that you configure this set properly. The Change Orders Class and Change Order Types must be created for your Product Development installation to have change orders available.

Product Development Configuration

The Product Development Configuration tasks provide additional refinement to your Product Development installation. This task bundle does not originate from Oracle Product Hub.

Product Development Lookups

Use the Manage Product Development Lookups task in Setup and Maintenance to configure standard lookups (including category, status, and lifecycle phase) for Oracle Product Development.

Note: Lookup types with System configuration level do not allow you to add or delete lookup codes. However, you can edit the Meaning and Description fields of their existing lookup codes.

This table lists and describes lookup types in Product Development work area.

Application Module Meaning (Lookup) Meaning (Codes) Configuration Level

Product Development

Items

Approved Manufacturer List Status

Preferred, Alternate, Obsolete

User

Product Development

Items

Manufacturer Part Status

Active, Inactive, Pending

User

Product Development

Items

Manufacturer Status

Active, Inactive, Pending

User

Product Development

Change Order

Change Priorities

High, Low, Medium

User

Note: To add lookups in change order, run the Manage Change Priorities task in the Product Management offering (available in the Setup and Maintenance work area).

Product Development

Change Order

Change Reasons

Quality, Safety, Cost

User

Note: To add lookups in change reasons, run the Manage Change Reasons task in the Product Management offering (available in the Setup and Maintenance work area).

Common References

Common

Class Family Name

Design, Concept, Concept Component, Portfolio, GSCC Placeholder, Idea, Requirement

User

Common References

Common

Class Policy

Abstract Only, Concrete Only, Leaf Class, Standard

User

Common References

Common

Reviewer Role

Approver, Observer

User

Configure Item, Document, and Change Management in Product Development

To access the Product Development configuration screen, on the Tasks side tab click Manage Configurations (in Settings). Ensure that you have a role with the Setup Product Innovation privilege.

Settings Tab

Use the Settings tab to:

  • Select the organization that all items in the Product Development work area must belong to.

  • Enable document management and set the root class for documents.

  • Select the organization used for calculating item cost.

Items Tab

Use the Grade section to configure Item Grading rules.

The Item Grading rules allow you to configure whether the BOM score in Product Development should be based on a letter or number grade. The predefined rules that you select are considered in the Item Grade score calculations.

Use the Life Cycle Phase section to configure item lifecycle phases as Released, Unreleased, or Obsolete. Depending on this configuration, the My Favorite Items information tile (on Product Development overview page) displays the number of released, unreleased, and obsolete items.

Note:
  • To avoid configuration errors, start with defining an item template that's used to create Product Development items. This template must include the default values for attributes like Lifecycle Phase, Item Status, Primary Unit of Measure, and so on. To do this, run the Manage Item Classes task in the Setup and Maintenance work area. Select the Product Management offering and Items functional area.

  • If you're using Product Development and Innovation Management together, you must also link the same default item template in the Product Development connector configuration. To do this, run the Manage Target System task in the in the Setup and Maintenance work area. Select the Product Management offering.

Use the Manufacturer Part Status Definitions section to classify manufacturer parts statuses and map to known system statuses such as Approved or Unapproved.

Use the Item Attributes Display Settings section to configure operational attributes that you want displayed as part of item's general information.

Change Orders Tab

Use the Change Orders tab to configure the Cycle Time Threshold in Days for Change Types.

For each Change Type, define a time limit by which the change order (for that change type) must be approved. The values that you configure here are used to display unreleased changes that are within the time limit, and those past the deadline.

To create Change Types, run the Manage Change Order Types task in the Setup and Maintenance work area.

Configure Supplier Users to Access Product Development Objects

Here's what you need to do for supplier portal users:

Configure the change request assignee

You must configure the assignee for a change request created by the supplier portal user.

  • In the Setup and Maintenance work area, select the following:

    Offering: Product Management

    Functional Area: Change Orders

    Task: Manage Change Order Types

  • Select the change request corresponding to the supplier portal user and click Edit.

  • In the Assigned to field enter the assignee's user name.

Configure users to view items and change orders

Provide users with:

  • The Supplier Product Designer role

  • The POS_ACCESS_SUPPLIER_PORTAL_OVERVIEW_PRIV privilege.

Additionally, from the Product Development work area you must authorize users to view an item or a change order:

  1. Navigate to the Product Development work area.

  2. For items:

    • Open the item for which you want to authorize the supplier user to view.

    • In the Team tab, add the supplier user.

  3. For change orders:

    • Open the change order for which you want to authorize the supplier user to view.

    • In the Security tab, add the supplier user.

Configure users to generate item structure and change order reports

Provide the following:

  • The BI Administrator role

  • The EGO_GENERATE_ITEM_CHANGE_ORDER_REPORT_PRIV_OBI privilege

Note:
  • To avoid any configuration errors, ensure that the supplier user registration process has been completed successfully. Supplier user setup is handled in the Oracle Procurement Cloud.

  • You can also create a copy of the role and assign the required privilege.

You can configure contextual reports for objects and enable users to launch these reports from the object page. For example, you can configure an item report and have a link to the report display in the Actions menu on the item page.

For the reports to work properly, you must map the report settings in Oracle Transactional Business Intelligence (OTBI) to the report settings in the Setup and Maintenance work area. Here are the steps to configure such a report.

In Oracle Transactional Business Intelligence:

  • Create the report and select report filters.

  • Create dashboard prompts for the report.

  • Create a dashboard for the report.

In the Setup and Maintenance work area:

  • Configure the report path and parameters.

  • Map the parameters to the folder and column settings in OTBI.

  • Validate your configuration.

Let's review these steps in detail.

Create a Report that you want to Launch from the Item Object

  1. Navigate to Reports and Analytics > Browse Catalog.

  2. In OTBI, go to New > Analysis. Select the subject area for the report - In this example, let's use Product Management - Item Revisions Real Time subject area.

  3. Expand the subject area folder and double-click the report parameters you want to include. In this example, let's select Item and Revision Details: Creation Date and Revision.

  4. Create filters for each parameter. Click the Filter icon and choose the 'Is prompted' operator for each parameter.

  5. Copy the folder and field information from each prompt. Select a prompt and click the pencil icon. Click the Function icon to open the formula and copy the values under Column Formula.

    • "Item and Revisions"."Creation Date"

    • "Item and Revisions"."Revision"

    • "Item and Revision Details"."Effectivity Date"

  6. Save your report and note the location. Example: MyReport

Create Dashboard Prompts for the Report

  1. Go to New > Dashboard Prompt. Select the same subject area you chose earlier.

  2. Click the + icon and select Column Prompt. Add each prompt you chose earlier.

  3. Save to the same location as the report. Example: MyDashboardPrompt

Create the Dashboard

  • Go to New > Dashboard. Enter a name for your dashboard and browse to the location you want to save it. Scroll the search list and click Browse Catalog to find the location.

  • Drag the report and the prompt from your saved location and save your dashboard.

  • Now, copy the dashboard location for the next step. Go to Catalog, select your dashboard, click More and view properties. Copy the file location, and append the dashboard name at the end of the file path. Example: /shared/Custom/Supply Chain Management/MyDashboard

Configure the Report Path and Parameters

  1. Navigate to Setup and Maintenance work area.

  2. Search for and open the task Configure Reports for Product Management. Here you can set the report path and parameters for the report you want to launch from the item in Product Development.

  3. First, create a new report path. Click + to add a new row and enter the following for the Report Path settings:

    1. Application: Product Development

    2. Business Object: Item

    3. Context: Structure

    4. Report Name: Enter the name users should see when they click View Reports from the Actions menu. Example: DashboardReport.

    5. Report Path: Enter the dashboard location you copied earlier. Example: /shared/Custom/Supply Chain Management/MyDashboard

  4. The report is set as Active by default. If you want suppliers to access the report, select the External field.

Map the Parameters to the Folder and Column Settings in Oracle Transactional Business Intelligence.

  1. Add the report parameters that map to the prompts you created earlier in OTBI.

  2. With the report row selected, click + to add a new row for each parameter.

  3. Enter the following for each parameter:

    1. Parameter Scope: Context Based

    2. Parameter Code: Enter the name for the prompt. Example: Creation Date for Creation Date.

    3. Parameter Operator: Enter appropriate operators. Example: Is less than or equal to for Creation Date

    4. Folder Name: Enter the folder name you copied from the filter prompt in OTBI. Example: Item and Revision Details (from the prompt "Item and Revision Details"."Creation Date")

    5. Column Name: Enter the column name you copied from the filter prompt in OTBI. Example: Creation Date (from the prompt "Item and Revision Details"."Creation Date").

  4. Do this for each parameter and save your settings.

Validate Your Configuration

  1. Open an item in Product Development.

  2. From the Actions menu, click Publish for Analysis to make sure the report is published.

  3. Click View Reports. You can see your newly configured report in the list of configured reports. Click the report link to launch the report in OTBI. Validate that the parameters you set display as prompts.

    Note: You can quickly search for specific reports from the large number of displayed configured reports when you click View Reports. Choose to view all the reports or specific context report options such as Structures, Where Used, AML, and more.
Note: You can duplicate a report and use it as a template to create more reports leveraging some or all of the report paths and parameters.

From the Actions menu, select the Duplicate option or click the icon, which is available only when you select a row in the Report Path. Every parameter in the original Report Path is copied over to the new report.

Overview of Oracle Social Network Objects

You can transform the Product Development business objects to Oracle Social Network objects in the Oracle SCM Cloud.

Use the Manage Oracle Social Network Objects task to locate the Product Development business objects and their attributes that you can enable for Oracle Social Network integration as described in the following table.

Module Name Business Object Name Attributes

Product Development

Change Order

Name, Description

Product Model

Item

Name, Description, User Item Type, Item Status, Pack Type, Primary Unit of Measure, Approval Status, Organization, Lifecycle Phase, Item, and Item Class.

The attributes data is sent to the Oracle Social Network at run time. If you select Manual at the time of enabling the business object, users decide whether or not to share an object instance in the social network.

Enable Oracle Social Network for Change Orders

Here are the steps to enable Oracle Social Network for change orders:

  1. In the Setup and Maintenance work area, run the Manage Oracle Social Network Objects for Supply Chain Management task.

    Note: You must log in as an application implementation consultant.
  2. In Business Objects, expand Product Development.

  3. Select Change Order and click Enable Object.

  4. Select the mode of integration between change orders and Oracle Social Network objects.

  5. Expand Change Order: Attributes

    • From Actions, click Add.

    • Select the attributes and flexfields.

  6. Click Synchronize and then click Save and Synchronize.

Configure Integrations for Product Development

Integrate Product Development with Innovation Management

To integrate Oracle Product Development with Oracle Innovation Management, start by duplicating the ORA_PD connector template. Configure the newly created connector using the Edit option from the Actions menu.

Alternatively, select the newly created connector and click the Edit icon.

How You Enable Item Class Mapping in Product Development Connector

The PD connector supports flexible mapping of IM concept and component classes to PD item classes. In concept structures, you can also map specific user-defined attributes to item attributes in item structures.

The support of flexible mapping comprises these integration scenarios:

  • Convert concept component to item;

  • Copy item to concept component; and,

  • Display item data in concept structure.

Execute the following administrative tasks.

  1. Navigate to the Product Development work area (logged in as an administrator). Open the side panel and, in Settings, click Manage Configurations. From the Settings tab, set up the Default Organization: this will be the item organization when you convert concept components to items in PD.

    Be sure to select the Default Organization.

  2. Define an item class for each different type of component. In Innovation Management, open Setup and Maintenance. Navigate to Manage Target System. Create a new PD connector by duplicating it from the Oracle Template ORA_PD.

  3. Go to Manage Mapping to External System and click the Add + button to add a subentity - a subclass of the Item class. Select the new item class and add class-specific extensible flex-fields (EFFs).

    Note: Add EFF attributes on the same hierarchy level of the item class on which the EFF is defined. Also, remember that only one connector can be active at a time.

  4. In Innovation Management, go to Manage Mapping where you enable class-specific mapping for the mapping sets Create Item (CDMCreateItem), Copy Item (CDMCopyItem) and Link Item (CDMLinkItem).

    Select the Mapping Set to which you want to add the class mapping. Then select the entity Item and add the subclass you created.

  5. Select the additional item class and add the IM attribute to Item EFF mapping (in the Attribute section).

    You have created a user-defined attribute for a concept structure in IM, created an EFF in an item structure in PD, and now the data can go from the concept structure to the item structure.

    Repeat these steps for every type/class combination to be mapped.

    Note: Since a parent class must be added to the mapping before its child classes can be mapped, you may add dummy mappings for intermediate classes if they don't correspond to a concept component type. In this case, the user can type in any value for the IM Entity Name column.

Integrate Product Development with Project Management

Manage Oracle Product Development projects by associating items and change orders to a project task. Define rules to determine the completion of such tasks based on work item statuses.

Implement Oracle Product Development and Project Management for Integration

Implement the tasks listed in the following table, at minimum, in the Product Development and Product Hub functional areas in the Product Management offering.

Functional Area Tasks Enabled for Implementation

Items Organizations

Manage Item Organizations

Items

Manage Item Classes`

Manage Item Statuses

Manage Item Types

Change Orders

Manage Change Order Types

Product Development

Manage Product Development Lookups

After completing the integration, perform the following steps to enable the display of Work Items column in the project plan:

  1. Navigate to the Setup and Maintenance work area.

  2. Select the Product Management offering and click Change Feature Opt In.

  3. From the View menu, select Columns > Implementation Status.

  4. In the Product Development functional area, set the implementation status to Implemented.

Oracle Product Development Business Objects in Project Tasks

You can manage Product Development projects only if you're a project enterprise resource, such as project manager or team member of projects, in the project plan.

Project managers assigned the appropriate job role, such as product manager, product design manager, or product portfolio manager, can perform the following actions:

  • Open and manage project work items in Product Development.

  • Navigate to the Project Management work area from the Relationships tab in items and change orders, and view summary information of the related object on hover.

  • Define rules to specify statuses that determine when work items can be considered complete. When a work item reaches the appropriate status, the task is updated to complete.