Content and PDFs

PPM documentation includes the following help content and PDF guides:

Indicates an external link outside this Help Center.

 

Get Started    
  Release Notes Provides a summary of new features, defect fixes, and known issues in the latest version of PPM.
  System Requirements and Compatibility Matrix Provide the most up-to-date system requirements and supported environments and products.  
  Getting Started A brief introduction to PPM and how to use PPM Web pages and PPM Workbench.
User Guide      
  Demand Management User Guide How to manage requests from creation to implementation.
  Project Management User Guide How to create, plan, execute, and track projects.
  Program Management User Guide How to initiate, operate, and manage a portfolio of programs and lifecycle entities.
  Portfolio Management User Guide How to align IT proposals, projects, and assets with your business strategy and therefore make better investment decisions.
  Resource Management User Guide How to manage resources related to IT initiatives.
  Financial Management User Guide How to use financial summaries or financial data tables to track cost, benefits, and budgets for lifecycle entities.
  Time Management User Guide How to submit, approve, freeze, and cancel time sheets for the work items your are working on.  
  Tracking and Managing IT Demand User Guide How to manage IT demand.
  Deployment Management User Guide How to automate the migration and deployment of software code, configuration, and content.
  Mobile Website Client User Guide How to manage requests and time sheets on the smart phones.
  Application Portfolio Management User Guide How to create and manage application entities, respond to surveys and requests for additional application information.  
  Application Portfolio Management Analyst Guide How to import entity data using Data Migrator, conduct survey and requests for additional application information.  
Configuration Guide    
  Demand Management Configuration Guide How to configure a Demand Management system using the PPM Workbench.
  Project Management Configuration Guide How to streamline and standardize the management of projects.
  Program Management Configuration Guide How to configure Program Management request types, workflows, and security groups.
  Portfolio Management Configuration Guide How to customize Portfolio Management to make it align with your business needs, including customizing scoring key to rate lifecycle entities, configuring preferences that apply to portfolio scenario comparisons, defining custom financial metric, and so on.
  Time Management Configuration Guide Ho to control time sheet creation and processing depending on business needs, including setting time sheet policies, configuring time periods, maintaining charge codes, and so on.
  Tracking and Managing IT Demand Configuration Guide How to configure Demand Management for tracking and managing IT demand, including creating IT demand request types, configuring demand set and workflow, and so on.
  Deployment Management Configuration Guide How to configure workflows, object types, environments, and other aspects for Deployment Management.
  Document Management Guide and Reference How to track, index, and search multiple versions of supporting documents attached to PPM entities in Demand Management, Portfolio Management, Program Management, and Project Management.
  Application Portfolio Administrator Guide How to set up and maintain Application Portfolio Management.  
System Administration Guide    
  Installation and Administration Guide Provides information about how to install, configure, and maintain PPM.
  Upgrade Guide Provides information about how to upgrade PPM to the latest version.
  Solution Integrations Guide Provides details about PPM integrations with other products.
  Multilingual User Interface Guide How to set up multiple languages on a single PPM instance.
  Generating Fiscal Periods How to generate fiscal periods that reflect your organization's fiscal calendar.
  Creating Portlets and Modules How to create and maintain portlets, modules, and dashboard pages.
  Customizing the Standard Interface How to change certain aspects of the standard interface to suite your organization's visual guidelines.
  Security Guide How to set up PPM to make it work in a secure environment.
Developer Reference    
  Commands, Tokens, and Validations Guide and Reference How to use command, tokens, and validations to enable advanced automation and defaulting.
  Data Model Guide Provides details about internal structure of the PPM data model.
  Open Interface Guide and Reference How to use PPM open interface to import users, organization units, requests, packages, and workflow transactions from third-party products.
  Security Model Guide and Reference Provides an overview of the PPM data security model and instructions about how to control access to PPM entities.
  RESTful Web Services Guide RESTful Web services available to use in PPM.
  Web Services Guide Web services available to use in PPM.
  Web Services Programmer's Guide Provides details of each Web service operation.
Reporting    
  Reporting Meta Layer Guide and Reference How to use RML for PPM to use third-party reporting software to define custom reports for Demand Management and Deployment Management.
  Reports Guide and Reference How to run reports, create new request types, and modify report types.
  Operational Reporting User Guide How to use Excel reports for Operational Reporting solution.
  Operational Reporting Administrator Guide How to deploy and upgrade Operational Reporting solution.
  Excel Report Cookbook What are Excel reports and how to create new Excel reports.
  Vertica for PPM User Guide How to generate Excel reports on Resource Management with the Vertica for PPM solution.
  Vertica for PPM Administrator Guide How to deploy the Vertica for PPM solution.
  Vertica for PPM Reporting Customization Guide How to customize Vertica for PPM reports.
Extensions and Migrators    
  Deployment Management Extension for Oracle E-Business Suite How to manage predefined entities that are unique to Oracle E-Business Suite environments.
  Deployment Management Extension for Oracle Technology How to manage predefined object types and commands specially related to development using Oracle tools.
  Object Migrator Guide How to use Object Migrator to automate the implementing and maintaining of Oracle E-Business Suite AOL.