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Oracle Project Portfolio Management Cloud

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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

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Project Portfolio Management Release 9 Themes

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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

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New

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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

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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

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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

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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

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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

New

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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

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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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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

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

Project Portfolio Management Release 9 Themes

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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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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

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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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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

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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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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

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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

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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

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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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Task Management

• More comprehensive progressing for Project Tasks

• Manage Milestones & Deliverables

• Enhanced Email Notifications

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

Task Management

• More comprehensive progressing for Project Tasks

• Manage Milestones & Deliverables

• Enhanced Email Notifications

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Task Management

• More comprehensive progressing for Project Tasks

• Manage Milestones & Deliverables

• Enhanced Email Notifications

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

Task Management

• More comprehensive progressing for Project Tasks

• Manage Milestones & Deliverables

• Enhanced Email Notifications

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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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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

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

Project Portfolio Management Release 9 Themes

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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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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

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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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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

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New

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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

New

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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

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New

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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

New

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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

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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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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

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Project Portfolio Management Release 9 Themes

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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

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

Project Portfolio Management Release 9 Themes

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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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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

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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

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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

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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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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 55

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