ORACLE DATA SHEET

ORACLE PROJECT
PORTFOLIO ANALYSIS

Oracle® Project Portfolio Analysis helps companies align their

portfolios of projects and programs with their organizational
objectives by taking advantage of standard project criteria, project
KEY FEATURES scoring and ranking, and what-if portfolio scenarios. Oracle Project
Portfolio Analysis is an integrated part of Oracle Projects, a
MODEL AND COMPARE
WHAT-IF SCENARIOS comprehensive set of solutions that can help you predictably and
• Develop multiple scenarios to successfully deliver global projects by integrating, managing, and
perform what-if analysis on
your portfolio providing insight into enterprise project information. Oracle
• Evaluate and perform project Projects is part of the Oracle E-Business Suite, an integrated set of
prioritization based on overall
investment ranking applications that are engineered to work together.

INTEGRATION WITH
Maximize the Business Impact of your Project Portfolio
PROJECT FINANCIAL
PLANNING With Project Portfolio Analysis, you can maximize your organization’s contribution
• Capture all cost information in to success by making the best decisions in complex situations including changes to
approved budgets and financial strategy, mergers and acquisitions, and macroeconomic change.
forecasts
• View detailed project figures, To achieve this goal, Oracle Project Portfolio Analysis automates the following
such as earned value and iterative processes:
cost summary
• Defining organizational investment criteria for projects
AUTOMATED FUNDING • Analyzing current and proposed projects against those criteria
APPROVAL PROCESS
• Automate plan approval,
• Defining and comparing multiple what-if scenarios of groups of projects to
updating project funding consider
approval status.
• Portfolio monitoring and • Making decisions about project funding
planning with project sets in
Oracle Project Management
• Executing changes to portfolios of projects

AUTOMATED PORTFOLIO
Create Portfolios to Analyze Your Current and Future Business
PLANNING PROCESSES Portfolios are defined by businesses along managerial, organizational, business goal,
• Create planning cycles to and geographic lines. With Oracle Project Portfolio Analysis, you can define
manage periodic and ad-hoc portfolios based on the organization, characteristics of the projects, or both. This
planning cycles.
• Create portfolios to manage
definition specifies the range of projects that can be considered in a given portfolio.
groups of projects
Define Strategic Objectives to Map Business Goals
SCENARIO ANALYSIS You can define a set of strategic criteria to enumerate business goals such as time-
SUMMARY to-market, competitive differentiation, risk mitigation, technology, globalization,
• Determine easily which and efficiency. Oracle Project Portfolio Analysis also comes with a set of standard
projects fit within available
financial criteria: Net Present Value, Payback Period, Internal Rate of Return, and
funds
• View scenarios' impact on Return on Investment.
projects already in progress

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CONFIGURABLE PLANNING
Establish Performance Targets and Tailor Prioritization Criteria
AND ANALYSIS With financial and strategic objectives defined, you can enter target ranges to use
• Configure planning horizon, when these objectives are applied to projects and scenarios. In addition, you may
funding periods, and funding define the weighting of these different objectives in calculating an overall
constraints among investment
classes Investment Index, which acts as a high-level prioritization guide throughout the
• Define investment criteria for portfolio planning process.
both financial and strategic
objectives
Manage Iterative Planning Cycles
Whenever a business change occurs or a new periodic review process takes place,
such as annual planning, you can initiate a planning cycle. During the planning
cycle, Oracle Project Portfolio Analysis automatically gathers current projects into
an initial scenario, from which you can create additional alternative what-if
scenarios.

Collaborative Proposal Solicitation and Nomination Process

In addition to current work, you can include proposed work within a planning cycle.
Oracle Project Portfolio Analysis enables you to manually collect proposed projects
or to invite submissions of new projects through an automated workflow.

Model What-If Scenarios to Identify Preferred Scenarios

With the projects collected, you can create multiple scenarios to consider. Common
approaches include building separate scenarios to maximize the strategic,
organizational, and technical fit of the projects in the portfolio. Additional
approaches include building scenarios that optimize net present value (NPV),
internal rate of return (IRR) and payback period. For each scenario, you can define
the funds available, so that proposals stay within the level of available funds.

Oracle Project Portfolio Analysis provides you with the ability to construct scenarios
by manipulating the projects collected in the planning cycle. In each alternative
scenario, you can propose to put some on hold, reject some, and approve others. A
graphical scenario summary allows you to see how the scenarios you construct
measure up against the targets for financial and strategic criteria – and each other.

Oracle Project Portfolio Analysis provides you and others the option to rank projects
to assist with defining a prioritized list of projects. While many factors are involved,
no single factor is likely to match the consensus priority of projects – even the
investment index. User rank helps you guide the process toward this consensus.
Finally, Oracle Project Portfolio Analysis assists in constraint modeling with its
built-in Funding Allocation analysis. As you build your scenarios, you can view a
real-time analysis of which projects fall within your available funds. After sorting
the projects in your portfolio by any criterion, you can use graphical indicators to
easily see which projects will receive funding within the current funds available.

Explicitly Compare Tradeoffs to Reach Proposals

You can compare all scenarios in a tabular view based on their weighted strategic
scores. You can also compare scenarios by return on investment, net present value,
required funds, and available funds. Exception indicators show which scenarios fall

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KEY BENEFITS within the target range for weighted strategic scores against defined objectives,
return on investment, and net present value.
• Maximize portfolio value You can also view and compare the top three scenarios in a graphical format or
(by focusing on high value
summary, with views of their financial and strategic scores to see how they all
projects)
• Reduce risk (by planning compare against your target ranges, and each other.
for what-if scenarios and
identify risky projects)
• Achieve the right balance
(by balancing different
investment categories,
benefits, and risks)

RELATED PRODUCTS

Integration with the Oracle

Projects Suite which
includes:
• Project Costing

• Project Billing

• Project Resource Figure 1: Graphical representation helps quickly assess performance

Management
• Project Management
Plan Submission and Approval Automation
• Project Collaboration

• Project Contracts
You can use Oracle Workflow to automate the portfolio approval cycle. In this
cycle, you can recommend the best scenarios to the appropriate portfolio reviewer.
RELATED SERVICES During the review cycle, Oracle Project Portfolio Analysis allows you to make
The following services are adjustments to the portfolio scenarios based on feedback from your reviewers. Once
available from Oracle a scenario is selected and approved, the planning cycle is closed.
Support Services:
• Oracle E-Business Suite
Oracle E-Business Suite—The Complete Solution
Accelerators
• Oracle Application Oracle E-Business Suite enables companies to efficiently manage customer
Solution Centers processes, manufacture products, ship orders, collect payments, and more—all from
• Oracle University
applications that are built on unified information architecture. This information
• Oracle Consulting
architecture provides a single definition of your customers, suppliers, employees,
and products — all aspects of your business. Whether you implement one module
or the entire Suite, Oracle E-Business Suite enables you to share unified information
across the enterprise so you can make smarter decisions with better information.

Contact Us
For more information about Project Portfolio Analysis, please visit oracle.com or
call +1.800.ORACLE1 to speak to an Oracle representative.

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