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Oracle Primavera Portfolio Management from SysAdmin Perspective
April 20, 2018

Oracle Primavera Portfolio Management from SysAdmin Perspective

Ryan Weller | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with Oracle Primavera Portfolio Management

I am currently a system administrator for Oracle Primavera Portfolio Management on a government contract. It is the primary tool within the agency, robust in ability, but a bit limited in user friendly feel and ease of use. It offers the client the ability to manage all levels or portfolio management, such as financials, deliverables, resources, workflows, document management, and much more. For the backend user, sql and javascript knowledge is essential, but not mandatory, as the built in help does allow the novice developer to get by.
  • CAC authentication is required in my arena, and OPPM can work in conjunction with a secondary application to allow for this added layer of security.
  • Allows for security/permissions by customizable roles via user types and user groups. This keeps users in check with only certain abilities to edit or read, etc...
  • All kinds of abilities to build custom reports, as well as built in. Export formats include: CSV, Excel, PPT, Word. Customers like reports, and OPPM does a good job at its offerings.
  • Visual aids such as charts and graphs offer some eye appeal. This is useful for presentations, for depicting data.
  • Has the ability to offer document storage via attachment. Attaching supporting documents is a must with portfolio management.
  • We are in a portable age, but OPPM is not an option for use on mobile devices.
  • OPPM workflow is not extensive compared to other products, only offering linear ability.
  • Front-end is fairly vanilla with few clicks and clean interface. Due to limited browser support, users often have difficulties when browsers upgrade or settings are changed.
  • OPPM utilizes investor maps and dashboards so you can see you portfolio and optimize your ROI.
  • Time is valuable, and workflows help speed along the approval process within our organization.
  • Configuring investor maps, dashboards, and workflows, does take some time, can be a bit clunky, and requires planning.
I did not select Oracle Primavera Portfolio Management. It was an inherent application. Having used other applications, compared to those, Oracle Primavera Portfolio Management is a far superior tool for portfolio management. However, in the span of the last 10 years, there are newer, perhaps better products available. Oracle Primavera Portfolio Management does still manage to get the job done, but its time in the sun is fading.
Oracle Primavera Portfolio Management is a utilitarian product of a yesteryear gone by. It's straightforward and to the point. It is well suited for a customer base who is not interested in frills, portability, or a multitude of OOTB ability. It's for those who like to restrict and manage all control over users, code in queries, functions, and create customized reports for end users. It does what it does very well however, just do not expect it to be pretty. It's a 2007 product, so curb your excitement. It does handle all aspects of portfolio management well; financials, budgeting, spend plans, contracts, projects, staffing, workflows, etc... however, it is not intuitive to navigate, and will require some training.