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UPK Data Sheet Portfolio Management - Oracle · PORTFOLIO MANAGEMENT 9.0 Oracle’s User Productivity Kit ... Taking a Snapshot of Investor Map Using Workbooks Displaying Item Information

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Page 1: UPK Data Sheet Portfolio Management - Oracle · PORTFOLIO MANAGEMENT 9.0 Oracle’s User Productivity Kit ... Taking a Snapshot of Investor Map Using Workbooks Displaying Item Information

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.

Page 2: UPK Data Sheet Portfolio Management - Oracle · PORTFOLIO MANAGEMENT 9.0 Oracle’s User Productivity Kit ... Taking a Snapshot of Investor Map Using Workbooks Displaying Item Information

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

Page 3: UPK Data Sheet Portfolio Management - Oracle · PORTFOLIO MANAGEMENT 9.0 Oracle’s User Productivity Kit ... Taking a Snapshot of Investor Map Using Workbooks Displaying Item Information

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