Oracle EPPM (Enterprise Project Portfolio Management)

Module 1: Oracle EPPM Overview & Architecture

• What is Oracle EPPM and how it differs from standalone P6
• EPPM components: P6 web, Primavera Analytics, Portfolio Management
• Three-tier architecture: web server, application server, database
• Deployment models: on-premise vs Oracle Cloud Infrastructure
• EPPM ecosystem: integration with Unifier, EBS, and Oracle Cloud
• User roles in EPPM: administrators, project managers, executives

Module 2: Portfolio Management & Governance

• Creating investment categories and portfolio frameworks
• Portfolio planning: capacity vs demand analysis
• Scoring and prioritising projects using weighted criteria
• What-if scenario analysis for portfolio optimisation
• Portfolio dashboards and executive scorecards
• Governance gates and phase-gate review processes

Module 3: Enterprise Resource Management

• Resource breakdown structure (RBS) in EPPM
• Workforce planning: roles, skills, and capacity
• Resource demand forecasting across the portfolio
• Resource conflict identification and resolution
• Integration with Oracle HCM for workforce data
• Resource utilisation reporting and optimisation

Module 4: Enterprise Cost & Financial Management

• Enterprise financial periods and fiscal year setup
• Budget planning at portfolio and project levels
• Benefit realisation tracking and NPV/IRR analysis
• Integration with Oracle EBS Financials and Oracle Fusion
• Multi-currency support and exchange rate management
• Financial dashboards and cost performance reporting

Module 5: Risk Management at Portfolio Level

• Enterprise risk register configuration
• Risk thresholds and escalation policies
• Portfolio-level risk exposure analysis
• Risk-adjusted portfolio prioritisation
• Contingency and risk reserve management
• Regulatory compliance and audit trail reporting

Module 6: Primavera Analytics & Business Intelligence

• Primavera Analytics architecture (OBIEE-based)
• Pre-built dashboards: portfolio health, resource utilisation
• Creating custom analytics dashboards and reports
• Data model overview and custom subject areas
• Integrating Primavera Analytics with Oracle BI Publisher
• Sharing reports and scheduling automated delivery

Module 7: EPPM Administration & Security

• Global administrator functions in P6 EPPM
• Configuring module access and global privileges
• Project-level security through OBS
• Enterprise data: global calendars, resource rates, cost accounts
• System configuration: email notifications, auto-scheduling
• Performance monitoring, logging, and database maintenance

Module 8: Implementation, Change Management & Best Practices

• EPPM implementation methodology and project phases
• Data migration strategy from legacy systems to EPPM
• Stakeholder engagement and PMO change management
• Training and adoption strategies for enterprise rollout
• Common EPPM implementation pitfalls and how to avoid them
• Ongoing governance: EPPM Centre of Excellence model

Enterprise Oracle Implementation Veterans Our Oracle EPPM instructors have led enterprise-wide EPPM implementations for global organisations with 500+ simultaneous projects. With backgrounds as Oracle-certified implementation partners and former Oracle Consulting team members, they bring vendor-level expertise to every session.

PMO Transformation Experience Trainers have served as PMO Directors and Portfolio Managers in FTSE 100 companies, giving them a unique dual perspective — understanding both the technical platform and the governance, reporting, and cultural needs of enterprise PMOs.

Primavera Analytics Specialists Our team includes specialists in Primavera Analytics (OBIEE) who have built custom portfolio dashboards for C-suite stakeholders in energy, banking, and government sectors, enabling real-time decision-making from live EPPM data.

Structured Knowledge Transfer EPPM is complex — our instructors break it into digestible layers, progressing from project-level features to portfolio-level governance, ensuring learners build a solid foundation before tackling advanced configuration.

Post-Training Advisory Support Learners benefit from post-course access to our instructors for implementation queries, with optional advisory sessions available for organisations actively rolling out Oracle EPPM across their enterprise.