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Project Management in Oracle

 

Tools

Project Management Templates and Help Guides

Project Management FAQ

Effort Reporting System

Mapping Chart of Accounts (CoA)

CoA Master Values

Training: Portfolio Reporting

Video: Faculty Portfolio Report and Project Data

Videos: CoA and POET Basics

UC Learning Center Training

General Navigation (4 videos, 15 min. each: Overview, General Navigation, Run a Report, Perform an Inquiry)

CoA Entry Basics (video, 15 mins.)

Videos: Smart View Basics

Oracle Smart View is an Excel-based analysis tool that allows ad hoc reporting on budgeting data. It allows drag and drop, drill-down and pivoting options to manipulate data. Smart View reports can be saved offline and refreshed with the latest, real-time budgeting data from UCMPLAN.

How to install Smart View for Windows (PDF, 7 pages)

Step-by-step Guides: General