Oracle Project Portfolio Management Cloud



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Oracle Project Portfolio Management Cloud Contract Management Budgeting & Forecasting SOCIAL Cost Management & Control Billing & Revenue Management Grants Management MOBILE Project Management & Scheduling Task Management Resource Management INTEGRATION Project Visualization Insight & Performance ANALYTICS Improve Project Profitability Accelerate Project Delivery 2

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 New Real-time, multi-dimensional reporting 4

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 New Real-time, multi-dimensional reporting 5

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 New Real-time, multi-dimensional reporting 6

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 New Real-time, multi-dimensional reporting 7

Grants Management Lifecycle Negotiate And Accept Receive Award And Fund Projects Principal Investigators Sponsored Research Office Grants Accountants Proposal Development Review and Submit Proposal z Manage Award and Budget Allocate Direct And Indirect Costs Manage Billing and Drawdown Review Boards and Committees Protocol Management Certify Effort Monitor Award Performance Submit Technical And Financial Reports Close Award Social, Mobile, Cloud, Analytics 8

Introducing Budgetary Control New 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 9

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 11

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 13

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 16

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 18

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 20

Project Management Work Plan Templates Project Calendar Agile Development Integration with PLM s Fusion Innovation Management 21

Project Management Work Plan Templates Project Calendar Agile Development Integration with PLM s Fusion Innovation Management 22

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 24

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 26

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 28

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 30

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 32

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 34

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 36

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 38

Introducing Team Member Mobile New View Task List from Mobile device Filter and Search View Task Details Add To-Do Tasks Update Tasks Progress Tasks 39

Introducing Team Member Mobile New View Task List from Mobile device Filter and Search View Task Details Add To-Do Tasks Update Tasks Progress Tasks 40

Introducing Team Member Mobile New View Task List from Mobile device Filter and Search View Task Details Add To-Do Tasks Update Tasks Progress Tasks 41

Introducing Team Member Mobile New View Task List from Mobile device Filter and Search View Task Details Add To-Do Tasks Update Tasks Progress Tasks 42

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 44

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

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 48

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 50

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 Project Plan Subject Area Enhancements 52

R E S O U R C E S Cloud.oracle.com Release 9 Readiness Content Documentation Oracle Applications Customer Connect Community 53

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. 54

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