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

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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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