Information Technology Governance - Governance, Risk, and Compliance Topic for Oracle Applications - page 87

Portfolio analyzer uses the class category and class code structures within Oracle
Projects to select projects into a portfolio, for example, a class code of "IT Projects".
Optionally, you can enter a start organization from the portfolio organization
hierarchy, for example, Corporate IT Department. You also define the portfolio
access by entering the names of additional users with the portfolio approver and
portfolio analyst roles.
Initiate planning cycle
A portfolio planning cycle is a series of activities that are dedicated to examine and
approve a set of projects. During a planning cycle, you can decide which projects to
fund, based on the strategic and financial goals of your company.
You can create a planning cycle whenever a business change occurs or a periodic
review process takes place. For example, you might re-evaluate your IT portfolio in
response to a change in privacy legislation. You might re-evaluate your IT Portfolio
as part of your capital budgeting cycle.
In order to create a planning cycle, open the Planning Cycle tab and enter the
planning cycle name and description:
You can optionally enter the details for the planning cycle:investment class
category, discount rate, targets for internal rate of return and payback period,
and a distribution list for planning cycle communications.