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ORACLE DATA SHEET
Oracle USER PRODUCTIVITY KIT (UPK) 1
UPK PRE-BUILT CONTENT FOR: PRIMAVERA PORTFOLIO MANAGEMENT 9.0
Oracle’s User Productivity Kit (UPK) is a
collaborative content development platform that
drives end-user and project team productivity
throughout all phases of the software ownership
lifecycle.
UPK Pre-Built Content for Primavera applications
is updated with each major release of the
application, documenting best practices to help
organizations achieve faster ROI and manage
knowledge more efficiently and effectively.
UPK content offers many benefits to your organization:
Software simulations offer hands-on training in simulated environment.
o Choose simulation modes: Try It, See It, Know It, Do It
Content is launched directly in your Primavera application.
Activate context-sensitivity to filter results.
Customize content to reflect organizational processes and procedures.
Use Word-based job aids and test documents.
ORACLE DATA SHEET
2 Oracle USER PRODUCTIVITY KIT (UPK)
Sections and topics below are among those in this pre-built content module:
Overview and Navigation Logging In
Using the Title Bar
Using the Zoom Option
Using High Contrast Mode
Updating Preferences
Viewing the Portfolio Structure
Viewing the Folder Structure
Using Processes Navigating with Processes
E-mailing Links and Folders
Using Forms Updating Data on a Form
Checking for Errors on a Form
Printing and Exporting Forms
Creating an Item using a Form
Using Scorecards Displaying a Scorecard
Updating Data in a Scorecard
Customizing a Scorecard
Viewing Cell properties
Exporting a Scorecard
Using Investor Maps Displaying an Investor Map
Using Filters in Investor Map Tools
Using the Item Menu in an Investor Map
Taking a Snapshot of Investor Map
Using Workbooks Displaying Item Information in a Workbook
Creating an Action Item in a Workbook
Updating a Life Cycle Phase in a Workbook
Editing a Deliverable in a Workbook
Adding a Dependency in a Workbook
Adding a Document to a Workbook
ORACLE DATA SHEET
Oracle USER PRODUCTIVITY KIT (UPK) 3
Using WorkflowsManually Starting a Workflow
Viewing a Workflow
Using a Workflow to Complete Tasks
Managing Workflow Instances
Creating Processes Adding a Favorite to a Process
Adding a Text Link to a Process
Adding a Document Link to a Process
Linking a Scorecard to a Process
Linking an Investor Map to a Process
Editing a Process Link
Creating Scorecards Adding Categories to a Scorecard
Adding Knowledge Information to a Scorecard
Creating Portfolios Creating a Manual Portfolio
Creating a Query-Based Portfolio
Creating Investor Maps Selecting Map Axes
Specifying map Axes Labels
Selecting Alternative Map Axes
Selecting Alternative Map Axes
Selecting Item and Portfolio Dashboards for an Investor Map
Adding Knowledge Information for an investor Map
Analyzing an Investor Map
Using Dashboards Viewing a Dashboard
Adding Annotation to a Dashboard Graph
Contact: For more information on application-specific content, go to http://www.oracle.com/us/products/applications/user-productivity-kit/pre-built-content/index.html Copyright © 2013, 2016 Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. PT# UPKPRIMAVERAUNIFPLAT913DS102513