Database Reference
In-Depth Information
Roles for accessing portfolio analysis
Oracle provides the following roles to access portfolio analysis:
•
Portfolio Approver
: A portfolio approver can view portfolios and their
submitted scenarios and can approve or reject the submitted scenarios
and portfolio plans
•
Portfolio Analyst
: A portfolio analyst can create, view, and update
portfolios; create, initiate, and close planning cycles; collect projects,
build and recommend scenarios, and submit portfolio plans for approval
•
Portfolio Owner
: A portfolio owner has all of the above abilities and is
the default portfolio approver
Decide investment criteria
The first thing to do in evaluating a set of projects is to decide the investment criteria.
Each project will be scored against these criteria. Each criterion is weighted to ensure
that a weighted average score for a project can be calculated. Criteria are split into
financial criteria such as Return of Investment and / or Net Present Value, and
non-financial criteria such as degree of fit with strategic objectives or technical risks.
In order to set up investment criteria, click on the
Setup
tab within
Portfolio
Analysis
. The following screenshot shows the
Setup Investment Criteria
screen:
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