Database Reference
In-Depth Information
Create portfolio
A portfolio is a set of ongoing projects and project proposals that are evaluated
for funding together. In Oracle Project Portfolio Analysis, you can create what-if
scenarios for your portfolios in the planning cycles. For example, you may provide
funds for a project proposal by canceling an ongoing project.
There can be many portfolios in the enterprise. Marketing may have a portfolio for
marketing projects and IT may have a portfolio for IT Projects. Within IT there may
be portfolios at the regional or departmental level that roll-up to an overall enterprise
IT project portfolio.
If you are using the portfolio planning processes for the first time, you will need
to pull projects into a portfolio for planning. In order to create a portfolio, open
the
Create Portfolio
page and enter the portfolio name, a class code for the unique
portfolio selection class category, and the name of the portfolio owner.
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