Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Oracle Project Portfolio Management Cloud
2
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
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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
4
New
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 New
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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
6
New
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 New
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 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
8
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
New
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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
10
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
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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
12
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
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Project Portfolio Management Release 9 Themes
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
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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
17
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
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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
19
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
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Project Management
• Work Plan Templates
• Project Calendar
• Agile Development
• Integration with PLM’s Fusion Innovation Management
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Project Management
• Work Plan Templates
• Project Calendar
• Agile Development
• Integration with PLM’s Fusion Innovation Management
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Project Management
• Work Plan Templates
• Project Calendar
• Agile Development
• Integration with PLM’s Fusion Innovation Management
23
Project Management
• Work Plan Templates
• Project Calendar
• Agile Development
• Integration with PLM’s Fusion Innovation Management
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Project Management
• Work Plan Templates
• Project Calendar
• Agile Development
• Integration with PLM’s Fusion Innovation Management
25
Project Management
• Work Plan Templates
• Project Calendar
• Agile Development
• Integration with PLM’s Fusion Innovation Management
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Project Management
• Work Plan Templates
• Project Calendar
• Agile Development
• Integration with PLM’s Fusion Innovation Management
27
Task Management
• More comprehensive progressing for Project Tasks
• Manage Milestones & Deliverables
• Enhanced Email Notifications
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Task Management
• More comprehensive progressing for Project Tasks
• Manage Milestones & Deliverables
• Enhanced Email Notifications
29
Task Management
• More comprehensive progressing for Project Tasks
• Manage Milestones & Deliverables
• Enhanced Email Notifications
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Task Management
• More comprehensive progressing for Project Tasks
• Manage Milestones & Deliverables
• Enhanced Email Notifications
31
Change Management
• Create change orders for projects
• Assess impacts of the change
• Obtain approvals
• Track implementation of the change
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Change Management
• Create change orders for projects
• Assess impacts of the change
• Obtain approvals
• Track implementation of the change
33
Change Management
• Create change orders for projects
• Assess impacts of the change
• Obtain approvals
• Track implementation of the change
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Project Portfolio Management Release 9 Themes
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
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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
37
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
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Introducing Team Member Mobile
• View Task List from Mobile device
• Filter and Search
• View Task Details
• Add To-Do Tasks
• Update Tasks
• Progress Tasks
39
New
Introducing Team Member Mobile
• View Task List from Mobile device
• Filter and Search
• View Task Details
• Add To-Do Tasks
• Update Tasks
• Progress Tasks
New
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Introducing Team Member Mobile
• View Task List from Mobile device
• Filter and Search
• View Task Details
• Add To-Do Tasks
• Update Tasks
• Progress Tasks
41
New
Introducing Team Member Mobile
• View Task List from Mobile device
• Filter and Search
• View Task Details
• Add To-Do Tasks
• Update Tasks
• Progress Tasks
New
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Social
• Expanded Uptake of Oracle Social Network
• Embedded Conversations in Project Financial Management
• Project Plan Collaboration for Project Managers and Team Members
43
Social
• Expanded Uptake of Oracle Social Network
• Embedded Conversations in Project Financial Management
• Project Plan Collaboration for Project Managers and Team Members
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Social
• Expanded Uptake of Oracle Social Network
• Embedded Conversations in Project Financial Management
• Project Plan Collaboration for Project Managers and Team Members
45
Project Portfolio Management Release 9 Themes
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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
47
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
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Project Portfolio Management Release 9 Themes
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
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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
51
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
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
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.
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 55