Chapter 2.4: Project Grouping

Last Updated: April 10, 2025 3:47:18 PM PDT

Project Grouping

It is possible to group projects where a common data element can be identified. There is not an immediate solution for grouping “arbitrary” projects based on PI or Fund Manager knowledge. Here are the options currently available and factors to help you determine which selection meets your needs:

Option	Description	Factors to Consider
Portfolio Based by PI or PM	Group by PI or project manager name.	This in in line with the current OFC reporting structure Option does not allow for arbitrary grouping
Project Classifications	Group by project classifications; available since go live, they have been expanded and reviewed by BFG. View the PPM User Guide pages 7-10 for a full list of classifications.	Project Classifications allow for a more granular grouping from project type. Option does not allow for arbitrary grouping
Oracle Reporting Customizations	Select and then save search criteria as customization for future queries.	Allows the user to set customized report selections in the Oracle BI reports. Does not allow you to share this customization across users. Have to maintain/update customization as needed
Custom Reports	Build a custom report out of the Activity Hub (Cognos/Tableau)	Build a custom report out of the Activity Hub (Cognos/Tableau) Requires technical/report writing support
Existing Project Data Elements	Group by data elements including: Department Reporting Category Project Type Project Naming Conventions Customer Contract Financial segment elements (fund, function, location, etc.)	Broader, less granular

The current Fund Manager Persona workgroup will evaluate adding Project Classifications to reports. Also, we continue to work with Oracle and monitor their product updates for additional solutions.

Want to update your project classifications?

Update through PADUA.