Project Portfolio Management

Project Portfolio Management is a subledger that supports grants and project management. 

Project Portfolio Management (PPM) will be used for projects that are too complex to be managed by the General Ledger (GL) only, including projects that are often supported by a contract with more granular budget and, in the case of sponsored awards, third-party invoicing needs. PPM projects generally have a designated start and end date, are supported by multiple funding sources and may cross fiscal years, such as capital projects, sponsored research and faculty portfolio funds. 

Download the PPM Quick Reference Guide ↗

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PPM Training

How-To-Videos   |   Job Aids   |   Self-Paced Training   |   Additional Resources
 

How-To Videos

Job Aids

Job Aids are maintained in the ServiceHub Knowledge Base. When you select a How-To guide below, you will be redirected to the appropriate Knowledge Base article.
To open the Knowledge Base in a separate tab, right click on the How-To links below, and select "Open link in new tab".

Self-Paced Training Series

Self-paced courses (eLearning) are hosted in the UC Learning Center. Clicking on the course will redirect you to the UC Learning Center.
For a view of all recommended course by Job Role (JR), click here.

PPM 100.1 Course thumbnail
Course 1 - Getting Started with PPM Subledger in Aggie Enterprise

Learn about the Aggie Enterprise suite of tools known as Project Portfolio Management (PPM) and how they’re used to manage the financial aspects of projects at UC Davis.

Applicable Aggie Enterprise Job Roles:

  • UCD Projects Inquiry JR
  • UCD Projects Maintenance JR
  • UCD Grants Inquiry JR
PPM100.2 Course thumbnail
Course 2 - Applying the POET(AF) String

Learn how the PPM subledger interacts with other subledgers in the General Ledger and how to apply the POET(AF) string.

Applicable Aggie Enterprise Job Roles:

  • UCD Projects Inquiry JR
  • UCD Projects Maintenance JR
  • UCD Grants Inquiry JR
PPM 100.3 Course Thumbnail
Course 3 - Navigating the PPM Module

Learn about the tools related to PPM that help you find and work with data.

Applicable Aggie Enterprise Job Roles:

  • UCD Projects Cost Inquiry JR
  • UCD Projects Inquiry JR
  • UCD Projects Maintenance JR
  • UCD Grants Inquiry JR
  • UCD  Projects Cost Adjustment JR
PPM 100.4 - Setting Up a Non-Sponsored Project Thumbnail
Course 4 - Setting Up A Non-Sponsored Project

Learn the process for creating a PPM non-sponsored project and how to perform some basic tasks within that project.

Applicable Aggie Enterprise Job Roles:

  • UCD Projects Inquiry JR
  • UCD Projects Maintenance JR
  • UCD Grants Inquiry JR
PPM 100.5 - Faculty and Department Portfolio Report Thumbnail
Course 5 - Faculty and Department Portfolio Report

The Faculty and Department Portfolio Report provides a detailed breakdown of PPM project financial details.

Applicable Aggie Enterprise Job Roles:

  • UCD Projects Inquiry JR
  • UCD Projects Maintenance JR
  • UCD Grants Inquiry JR
PPM 100.6 - Transferring Costs Between PPM Tasks and Between PPM Projects Thumbnail
Course 6 - Transferring Costs Between PPM Tasks and Between PPM Projects

Delve into transferring costs in Project Portfolio Management.

Applicable Aggie Enterprise Job Roles:

  • UCD  Projects Cost Adjustment JR

Course-related Resources

Access resources referenced and linked within eLearning courses.

  • All PPM eLearning
  • • Chart of Accounts (CoA) Quick Reference Guide
           – Provides the definition and purpose for each CoA segment, creating a common language for all GL financial transactions.  
    •     PPM POET(AF) Quick Reference Guide
           – Provides an overview of the PPM subledger module, defines the unique POET(AF) chart string used in this module, and illustrates how POET(AF) rolls up to the new Chart of Accounts. 

Additional Resources 

 
Title File Format Description
PPM and POET(AF) Quick Reference Guide (Updated February 2023)  PDF  The PPM and POET(AF) Quick Reference Guide provides an overview of the PPM subledger module, defines the unique POET(AF) chart string used in this module, and illustrates how POET(AF) rolls up to the new Chart of Accounts.