Oracle Primavera Cloud Portfolio and Capital Planning
Oracle Primavera Cloud Portfolio Management and Capital Planning is a configurable solution purpose-built to support portfolio management and capital planning with built-in scenario, optimization, and funding management tools. Native integration with Primavera Unifier provides planners with up-to-date project forecasts and actuals to inform budget decisions.
Primavera Cloud Portfolio and Capital Planning features
Give your financial planners a central preconfigured, yet flexible, solution to help identify, prioritize, and select the projects that align with your organization’s strategic goals and initiatives. Easily modify your scoring criteria and weighting factors based on organizational goals. Create, manage, and evaluate scenarios to make better decisions.
Budget planning (capital planning)
Create scenarios of various mixes of projects based on levels of risk or budget limits to optimize project selection while staying within portfolio budget targets for capital and expense spending. Native integration with Primavera Unifier can provide updated project forecasts and actual data to facilitate multiyear capital planning.
Resource planning
Create role-based resource demand from your project schedules. Review resource demands across all of the projects in your portfolio. Use planning scenarios to evaluate different combinations of projects and resources to best meet your business objectives.
Funding management
Use Oracle Primavera Cloud’s purpose-built funding pages to create and restrict funds in different categories of your budget. Allocate these funds accordingly to the projects in your portfolios. Track fund consumption as project actuals are updated, either directly or via integration with financial systems.
Program management
Oracle Primavera Cloud provides program management tools to review and update scheduled activities across all projects in a program. Project financials and risks can be summarized at the program level. Using the aggregation measures feature, baselines and trends can be captured for cross-program visibility of key performance indicators (KPIs).
Strategic alignment
Our portfolio scorecard views allow visibility across all projects in your portfolios. Grouping, sorting, and in-line edit capabilities on the scorecard facilitate data-rich discussions. Projects can be scored using our configurable evaluation matrix and then prioritized within each portfolio based on their overall alignment to strategic goals and business objectives.
Product tour—Portfolio Management and Capital Planning
Unique capabilities to help organizations choose the right projects, align projects with their strategic goals, and maximize their capital budget.
Standardize and streamline your project request intake process
Improve efficiency and effectiveness by standardizing your project proposal intake forms across your organization. Use a consistent format for project details, objective evaluation scoring, and budget estimating. Scoring can be customized by department and normalized at a higher level across the organization.
Gain the added benefit of communicating your organization’s strategic objectives to help planners select criteria aligned with organizational goals.
Evaluate and prioritize proposals
Review and adjust the evaluation scores based on your organization’s unique criteria, goals, and initiatives.
The Prioritization Matrix within Oracle Primavera Portfolio helps capital planners see all projects and proposals in relation to each other and to the organization’s needs.
This gives a clear and objective standard to weigh, rank, and stack the projects to facilitate data-driven decisions.
Assure clear costs and benefits with review of project budget details
Review budget details of the planned, forecasted, and actuals for each separate project before portfolio approval.
Keep actuals and revised forecasts for active projects in Oracle Primavera Cloud Portfolio and Capital Planning or bring them in from another system with easy integrations. No longer will you need to request data, compile it in a spreadsheet, scrub it clean, reformat it—only to end up with outdated data.
Understand the budget and benefits associated with every project within the portfolio before final authorizations are made.
Visualize budgets and funding for efficient planning and forecasting
Use the “what if” scenarios functionality to make adjustments, such as removing projects, paring them down, or pushing project start dates into the future. Use these adjustments and trade-offs to bring your portfolio into the targeted budget.
Create the best portfolio that meets your organization’s objectives and fits within your budget constraints. Revisit as necessary to plan for and meet emergency or unexpected changes to the budget.
Waterline and efficient frontier optimization functionality can assist these challenging decisions.
Automate your review and approval workflows
Send your approved portfolio out for final authorization.
Track portfolio approval workflows and release approved budgets to project management for execution.
Keep your existing planned and approved portfolio, and create new scenarios as needed, should unexpected situations require analysis.
Resource planning across your portfolio
Additionally, review the same portfolio against specific key resource constraints. The same functionality that drives your “what-if” scenarios in the budget analysis can be used to look at resource caps.
Primavera Cloud Portfolio and Capital Planning Resources
