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Agile Product Lifecycle ManagementProduct Portfolio Management User Guidev9.3.0.1Part No. E15916-01December 2009
Product Portfolio Management User GuideOracle CopyrightCopyright 1995, 2009, Oracle and/or its affiliates. All rights reserved.This software and related documentation are provided under a license agreement containingrestrictions on use and disclosure and are protected by intellectual property laws. Except asexpressly permitted in your license agreement or allowed by law, you may not use, copy,reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish ordisplay any part, in any form, or by any means. Reverse engineering, disassembly, or decompilationof this software, unless required by law for interoperability, is prohibited.The information contained herein is subject to change without notice and is not warranted to beerror-free. If you find any errors, please report them to us in writing.If this software or related documentation is delivered to the U.S. Government or anyone licensing iton behalf of the U.S. Government, the following notice is applicable:U.S. GOVERNMENT RIGHTSPrograms, software, databases, and related documentation and technical data delivered to U.S.Government customers are "commercial computer software" or "commercial technical data"pursuant to the applicable Federal Acquisition Regulation and agency-specific supplementalregulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subjectto the restrictions and license terms set forth in the applicable Government contract, and, to theextent applicable by the terms of the Government contract, the additional rights set forth in FAR52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500Oracle Parkway, Redwood City, CA 94065.This software is developed for general use in a variety of information management applications. It isnot developed or intended for use in any inherently dangerous applications, including applicationswhich may create a risk of personal injury. If you use this software in dangerous applications, thenyou shall be responsible to take all appropriate fail-safe, backup, redundancy and other measuresto ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability forany damages caused by use of this software in dangerous applications.Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may betrademarks of their respective owners.This software and documentation may provide access to or information on content, products andservices from third parties. Oracle Corporation and its affiliates are not responsible for andexpressly disclaim all warranties of any kind with respect to third party content, products andservices. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damagesincurred due to your access to or use of third party content, products or services.iiAgile Product Lifecycle Management
CONTENTSOracle Copyright . iiIntroduction. 1About this Document .1Related Documentation . 1Agile Product Portfolio Management Overview .1What's New in PPM 9.3 . 2Upgrade Considerations . 3Configuration Notes . 3Features Summary .3When to Use Web Client.4When to Use Gantt Chart .5Project Management Objects .5Project Tree Structure. 7PPM Process Flow .10Where to Find Information .10Understanding the Interface . 13Home Page .13Quick Links . 13Home Page Inbox Tabs . 14Project Page .36Viewing Project Details . 37Viewing Project Summary. 37Viewing General Information . 40Working with Attachments . 44Collaborating on Project Activities . 45Viewing History . 45Actions Menu . 46Address Book Palette . 46Gantt Chart .48Overview . 48Views in Gantt . 51Customizing the Gantt Chart . 54Gantt File Menu Options . 56Working Offline on Gantt . 57v9.3.0.1iii
Product Portfolio Management User GuideUnlocking Projects before Exiting . 57Toggling the View Between Gantt and Web Client . 58Printing a Gantt Chart . 58Setting Up Project Management Processes . 59Setting up a Project Structure .59Creating a Project Template . 60Identifying the Template Used to Create a Project . 61Adding Activities . 61Adding Gates . 62Adding Milestones . 63Editing Data . 63Deleting Project Elements. 64Setting Ownership to Resource Pools . 65Managing Content.65Adding Content . 66Setting Mandatory Content . 67Setting Up AutoNumbering . 68Personalizing Views for Content . 68Defining Rules for Content . 69Duplicating Deliverables from a Project Template . 70Content Objects . 70AutoNumbers . 70Required Fields . 71Tabs . 71Activities and Gates . 71Root Projects . 71Templates . 72Creating and Managing Projects . 73Creating a Project .73Using Gantt Chart . 73Using Web Client . 74Editing a Project .76Editing Project Objects Concurrently. 76Reviewing Changes . 79Undoing Changes . 79Activating a Project .79ivAgile Product Lifecycle Management
ContentsWorking with Project Content .80Viewing Content . 80Updating Content . 81Managing Resources .82Adding Resources . 82Viewing Resource Utilization . 85Editing Team Member Attributes . 87Assigning Tasks to Resources. 88Removing Resources. 90Delegating Ownership . 91Substituting Resources . 93Searching for Timesheets . 93Managing Schedules.94Creating and Editing Dependencies . 94Editing Display Order . 97Rescheduling a Program . 97Creating a Baseline . 98Managing Discussions .100Discussions Table. 100Adding Discussions . 100Replying to Discussions . 101Viewing Discussion Replies . 102Removing Discussions. 102Viewing Action Items . 103Archiving Projects .103Participating in Projects . 105Accepting Assignments .105Declining Assignments .105Editing Assignments .106Mark Assignments Complete .106Flagging Assignments .107Reporting Time .108Subscribing to Events .108Changing Workflow Status .109Tracking Projects . 111Status Tracking .111v9.3.0.1v
Product Portfolio Management User GuideDefault Health Statuses . 111How Status Roll-Up works . 112Workflow Status . 113Rules for Parent Status . 113Cost Status . 114How Total Cost is Determined . 114Costs Included in Baselines . 115Reports .116About Agile Standard Reports . 116Agile Standard Reports for PPM . 116Working with Microsoft Project . 119Before You Begin .119Working with Imported Microsoft Project Files.119Setting Up Microsoft Project Synchronization . 120Creating a PPM Project from an Existing Microsoft Project File . 120Launching a PPM Project in Microsoft Project . 121Read Only and Edit Modes . 121Working Offline on a PPM Project .122Microsoft Project Troubleshooting Tips .122Deleting Objects in Microsoft Project . 123Transferring Microsoft Project Work Values to PPM . 124Import and Export . 125Importing Data .125Before You Begin . 125Persistence of Import Settings. 126Importing Large Data Files. 126Supported File Formats . 126Data Transformation . 127Importing Projects and Project Content .127Define Import Preferences . 128File Selection . 128Specify File Content. 129Specify Attribute Mapping. 130Review Import Settings and Begin Import . 130Exporting Data .130viAgile Product Lifecycle Management
ContentsConfiguring Product Portfolio Management . 133Administration in Agile Java Client .133Product Portfolio Management Configuration Checklist. 133Notes on Data Settings . 134Notes on Setting Up Roles . 138Notes on Assigning PPM-specific Privileges . 140Notes on Setting Up SmartRules . 148Configuring Status Display . 149Configuring UI Data Display . 153Administration in Agile Web Client.155Configuring Project Summary Display . 155Configuring the Dashboard . 156Personalizing the Project Summary Page . 156Configuring Timesheet Display . 156Setting Up Microsoft Project Integration .157Attribute Mapping . 157Using Custom Agile PPM Subclasses in Microsoft Project. 159Transferring Microsoft Project Work Values to Agile PPM as Days Effort . 159Deleting Agile Objects . 161Soft-Deleting an Object .162Undeleting an Object .162Hard-Deleting an Object .163v9.3.0.1vii
PrefaceThe Agile PLM documentation set includes Adobe Acrobat PDF files. The Oracle TechnologyNetwork (OTN) Web site le.html contains thelatest versions of the Agile PLM PDF files. You can view or download these manuals from the Website, or you can ask your Agile administrator if there is an Agile PLM Documentation folder availableon your network from which you can access the Agile PLM documentation (PDF) files.No teTo read the PDF files, you must use the free Adobe Acrobat Reader version 7.0 or later.This program can be downloaded from the Adobe Web site http://www.adobe.com.The Oracle Technology Network (OTN) Web /agile.html can be accessed through Help Manuals in both Agile Web Client and Agile Java Client. If you need additional assistance orinformation, please contact My Oracle Support (https://support.oracle.com) for assistance.No teBefore calling Oracle Support about a problem with an Agile PLM manual, please havethe full part number, which is located on the title page.TTY Access to Oracle Support ServicesOracle provides dedicated Text Telephone (TTY) access to Oracle Support Services within theUnited States of America 24 hours a day, 7 days a week. For TTY support, call 800.446.2398.Outside the United States, call 1.407.458.2479.ReadmeAny last-minute information about Agile PLM can be found in the Readme file on the OracleTechnology Network (OTN) Web site le.htmlAgile Training AidsGo to the Oracle University Web country new.html for more information on AgileTraining offerings.Accessibility of Code Examples in DocumentationScreen readers may not always correctly read the code examples in this document. Theconventions for writing code require that closing braces should appear on an otherwise empty line;however, some screen readers may not always read a line of text that consists solely of a bracket orbrace.This documentation may contain links to Web sites of other companies or organizations that Oracledoes not own or control. Oracle neither evaluates nor makes any representations regarding theaccessibility of these Web sites.viiiAgile Product Lifecycle Management
Chapter 1IntroductionThis chapter includes the following:About this Document .
Agile Product Lifecycle Management Product Portfolio Management
