oracle project portfolio management cloud · pdf fileproposal development review boards and...

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

Oracle Project Portfolio Management Cloud

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Contract Management

Cost Management & Control

Budgeting & Forecasting

Billing & Revenue Management

Project Management & Scheduling

Task Management

Resource Management

Project Visualization

Insight & Performance

SOCIAL

MOBILE

INTEGRATION

ANALYTICS

• Accelerate Project Delivery • Improve Project Profitability

Grants Management


Project Portfolio Management Release 9 Themes


Introducing Grants Management • Effectively manage grants and contracts

received from any type of organization

• Track, control, and report on grants budgets, commitments and expenditures, including related indirect costs

• Cost-reimbursable billing

• Invoice and report back to sponsors in their specified format

• Draw down letters of credit

• Real-time, multi-dimensional reporting

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z

Proposal Development

Review Boards and

Committees

Sponsored Research Office

Social, Mobile, Cloud, Analytics

Negotiate And

Accept

Principal Investigators

Protocol Management

Grants Accountants

Review and Submit Proposal

Manage Billing and Drawdown

Allocate Direct And Indirect

Costs

Manage Award and

Budget

Close Award

Receive Award And

Fund Projects

Monitor Award

Performance

Submit Technical

And Financial Reports

Certify Effort

Grants Management Lifecycle

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Introducing Budgetary Control

• Ensure that project or award costs do not exceed budget

• Control costs by period and at the project or top resource budgeted amounts

• Include burden costs when checking for available funds on every transaction

• Review funds check failures and take action to resolve exceptions

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New


Time and Labor

• Time entry for contingent workers

• Project and payroll time on the same timecard

• Time entry based on project team membership

• Mobile time entry

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Time and Labor





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Time and Labor





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Time and Labor





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Project Resource Management

• Resume search

• Cancel or adjust dates for multiple resource assignments at once

• Assign resource directly to project

• Resource cost & bill planning rates

• Optionally staff resources outside of Oracle HCM Cloud

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• Resume search





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• Resume search





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• Resume search





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• Resume search





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Project Management

• Work Plan Templates

• Project Calendar

• Agile Development

• Integration with PLM’s Fusion Innovation Management

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Project Management





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Project Management





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Project Management





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Project Management





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Project Management





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Project Management





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Task Management

• More comprehensive progressing for Project Tasks

• Manage Milestones & Deliverables

• Enhanced Email Notifications

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Task Management




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Task Management




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Task Management




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Change Management

• Create change orders for projects

• Assess impacts of the change

• Obtain approvals

• Track implementation of the change

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Change Management





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Change Management





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Project Manager Mobile

• Monitor project information anywhere, anytime

• Review projects interactively with native iPad app

• Intuitively zoom, pan and drill into project plan details

• Focus in on progress, resource or exception details

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Introducing Team Member Mobile

• View Task List from Mobile device

• Filter and Search

• View Task Details

• Add To-Do Tasks

• Update Tasks

• Progress Tasks

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New






• Add To-Do Tasks

• Update Tasks

• Progress Tasks

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New






• Add To-Do Tasks

• Update Tasks

• Progress Tasks

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New






• Add To-Do Tasks

• Update Tasks

• Progress Tasks

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New


Social

• Expanded Uptake of Oracle Social Network

• Embedded Conversations in Project Financial Management

• Project Plan Collaboration for Project Managers and Team Members

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Social




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Social




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Services and Interfaces

• Enhanced Services for Project Planning and Resource Management co-existence with EBS

• Import Awards through Open Interfaces

• Create Award using Web Services

• Create Project Resource Requests from External Applications

• Export Project Resource Allocation Details

• Create Assets using ADFdi Excel Template

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Project Opportunity Management

• Create pursuit and planning projects from sales opportunities

• Initiated by sales reps or created automatically

• Capture project opportunity information

• Reporting and analysis for project opportunities

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Enterprise Project Structures

• Group projects into a hierarchical structure for reporting to executive management

• Summarize data at all levels of the hierarchy

• View labor demand by role

• Supports Ad Hoc queries

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Enterprise Project Structures

• Group projects into a hierarchical structure for reporting to executive management

• Summarize data at all levels of the hierarchy

• View labor demand by role

• Supports Ad Hoc queries

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Reporting

• Oracle Fusion Transactional Business Intelligence

– Predefined Sample Dashboards and Reports

– Report on Awards and Award Funding

– Enhanced Real Time Subject Areas for Grants Reporting including; Budgets, Commitments, Revenue, Actual Costs, Unprocessed Transactions, Invoices

– Report on Resource Utilization

– Project Plan Subject Area Enhancements

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 53

Cloud.oracle.com

Release 9 Readiness Content

Documentation

Oracle Applications Customer Connect Community

R E S O U R C E S

https://cloud.oracle.com/

https://cloud.oracle.com/

https://cloud.oracle.com/saasreadiness

http://docs.oracle.com/cloud/latest/

http://appsconnect.custhelp.com/


Safe Harbor Statement

The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

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