Agile Product Lifecycle Management - Oracle
Agile Product Lifecycle Management
Product Portfolio Management User Guide
v9.2.2.5
Part No. E12820-01
August 2008
Product Portfolio Management User Guide
Copyright and Trademarks
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Agile Product Lifecycle Management
Product Portfolio Management User Guide
CONTENTS
Copyright and Trademarks................................................................................................................... ii
Introduction ...................................................................................................................... 1
Agile Program Management.................................................................................................................1
Program Management Objects ............................................................................................................2
Program Navigation..............................................................................................................................4
Tracking Project Status ........................................................................................................................5
How Status Roll-Up works..................................................................................................................................................5
Health Status......................................................................................................................................................................6
Workflow Status..................................................................................................................................................................7
Program Costing...................................................................................................................................8
How Total Cost is Determined............................................................................................................................................9
Cost Status.........................................................................................................................................................................9
Costs Included in Baselines .............................................................................................................................................10
Labor Costs ......................................................................................................................................................................10
Home Page ...................................................................................................................... 11
Viewing the Home Page.....................................................................................................................11
Quick Links .........................................................................................................................................12
Home Page Inbox Tabs......................................................................................................................12
Notifications ........................................................................................................................................13
PPM Notifications .............................................................................................................................................................13
Workflow Routings .............................................................................................................................19
My Assignments .................................................................................................................................20
Program Assignments ......................................................................................................................................................21
My Assignments Table .....................................................................................................................................................21
My Assignments Tab Tools ..............................................................................................................................................22
Using the View Options to Sort your Assignment List ......................................................................................................24
Using the Filter to Sort your Assignment List ...................................................................................................................25
Accepting Assignments ....................................................................................................................................................26
Declining Assignments .....................................................................................................................................................26
Editing Assignments.........................................................................................................................................................26
Mark Assignments Complete............................................................................................................................................27
Flagging Assignments ......................................................................................................................................................27
iii
Hiding and Unhiding Assignments....................................................................................................................................28
Using the Show Details Dialog .........................................................................................................................................29
Printing the Assignment Table .........................................................................................................................................29
Timesheet...........................................................................................................................................29
Timesheet Tab .................................................................................................................................................................29
Reporting Time.................................................................................................................................................................30
Searching for Timesheets ................................................................................................................................................31
Time Transaction IDs .......................................................................................................................................................32
Dashboard ....................................................................................................................... 33
Starting the Dashboard ......................................................................................................................33
Manipulating the Dashboard Windows...............................................................................................33
Dashboard View .................................................................................................................................34
Configuring Dashboard Views............................................................................................................34
Chart Display....................................................................................................................................................................35
Executive View ...................................................................................................................................36
Viewing Program Status...................................................................................................................................................36
Viewing Resource Allocation............................................................................................................................................36
Viewing Financial Data.....................................................................................................................................................37
Programs View ...................................................................................................................................37
Programs..........................................................................................................................................................................37
Gate Progress ..................................................................................................................................................................38
Top Priority Issues............................................................................................................................................................38
Resources View..................................................................................................................................38
Resources ........................................................................................................................................................................38
My Pool Members Top Priority Issues..............................................................................................................................39
My Pool Members Off Track Activities..............................................................................................................................39
Resource Pool Utilization by Program..............................................................................................................................39
Financial View ....................................................................................................................................40
My Activities View...............................................................................................................................40
My Assignments ...............................................................................................................................................................40
My Documents..................................................................................................................................................................40
My Action Items................................................................................................................................................................41
My Issues .........................................................................................................................................................................41
Notifications......................................................................................................................................................................41
Dashboard Management Administration Tasks .................................................................................41
PPM Reports ......................................................................................................................................42
About Agile Standard Reports..........................................................................................................................................42
Agile Standard Reports for PPM ......................................................................................................................................42
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Agile Product Lifecycle Management
Product Portfolio Management User Guide
Creating and Managing Programs .................................................................................. 45
About Programs..................................................................................................................................45
Setting Up a Program Structure .......................................................................................................................................45
Creating Program-related Objects......................................................................................................46
Using the Create Menu ....................................................................................................................................................46
Using the Save As Command ..........................................................................................................................................48
Creating and Using Gates ................................................................................................................................................48
Editing Program Objects Concurrently ...............................................................................................49
Editing Multiple Tasks in the Same Project Tree..............................................................................................................49
Multiple Users Editing the Same Task..............................................................................................................................50
Creating a Project Environment: The Actions Menu ..........................................................................51
Subscribing to Events.......................................................................................................................................................52
Using Save As to Create a Template ...............................................................................................................................52
Delegating Ownership ......................................................................................................................................................52
Substituting Resources.....................................................................................................................................................54
Changing the Parent ........................................................................................................................................................54
Archiving Programs ..........................................................................................................................................................55
Reports.............................................................................................................................................................................55
Changing Workflow Status ...............................................................................................................................................57
Working with Program-related Objects.......................................................................... 59
Accessing Program Objects ...............................................................................................................59
Viewing Project Summary ..................................................................................................................60
Summary Page Actions....................................................................................................................................................61
Personalizing the Project Summary Page........................................................................................................................63
Viewing General Information ..............................................................................................................64
Dates ................................................................................................................................................................................66
Duration............................................................................................................................................................................66
Audit Values .....................................................................................................................................................................67
Managing Schedules..........................................................................................................................67
Deleting a Program Element ............................................................................................................................................68
Establishing Dependencies ..............................................................................................................................................68
Editing Display Order........................................................................................................................................................68
Rescheduling a Program..................................................................................................................................................68
Adding a Team .................................................................................................................................................................69
Creating a Baseline ..........................................................................................................................................................70
Comparing Baselines .......................................................................................................................................................71
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