XOG: Portfolio

ccppmop1561
Use the portfolio XOG object for outbound (read) and inbound (write) processing.
Schema Name
nikuxog_pfm_portfolio.xsd
Read and Write XML Files
The following files are included.
  • portfolio_read.xml. Use this file to export portfolios data.
Business Rules and Processing
The Portfolios schema is defined for inbound (write) processing only. Some of the portfolio fields (for example, budgetType, capacityType, capacityUnitType, invType) are optional on the schema but are required fields in the database table. If they are not provided in the input xml, the default values are used for these fields.
Schema Mappings
The following schema mappings are described.
Portfolio Schema Tag
The portfolio tag is part of the schema mapping for the portfolio XOG object. It has the following attributes:
  • code
    Required. Defines the unique ID of this portfolio.
    Table and Column:
    pfm_portfolio.code
    Type:
    String
  • name
    Required. Defines the name of this portfolio.
    Table and Column:
    pfm_portfolio.name
    Type:
    String
  • description
    Optional. Defines the description of this portfolio.
    Table and Column:
    pfm_portfolio.description
    Type:
    String
  • syncschedule_cron
    Optional. Defines the portfolio synchronization cadance in a cron like format.
    Table and Column:
    pfm_portfolio.syncschedule_cron
    Type:
    String
  • department
    Optional. Defines the department (if any) associated with the portfolio.
    Table and Column:
    pfm_portfolio.department_id
    Type:
    String
  • currency_code
    Optional. Defines the currency code for the portfolio.
    Table and Column:
    pfm_portfolio.currency_code
    Type:
    String
  • is_active
    Optional. Defines the active status of the portfolio.
    Table and Column:
    pfm_portfolio.is_active
    Type:
    Boolean
  • page_layout
    Optional. Defines the page layout of the portfolio.
    Table and Column:
    Type:
    String
  • partition_code
    Optional. Defines the partition where the portfolio resides.
    Table and Column:
    odf_ca_pfm_portfolio.partition_code
    Type:
    String
  • cap_unit_type
    Optional. Defines the capacity unit type for the portfolio (FTE or Hours).
    Table and Column:
    pfm_portfolio.capacity_unit_type
    Type:
    String
  • operating_cost_target
    Optional. Defines the operating cost target for the portfolio.
    Table and Column:
    pfm_portfolio.operating_cost_target
    Type:
    Float
  • benefits_target
    Optional. Defines the benefits target for the portfolio.
    Table and Column:
    pfm_portfolio.benefits_target
    Type:
    Float
  • resources_target
    Optional. Defines the roles target for the portfolio.
    Table and Column:
    pfm_portfolio.resources_target
    Type:
    Float
  • operating_cost_curve
    Optional. Defines the operating cost target for the portfolio as a curve.
    Table and Column:
    pfm_portfolio.operating_cost_curve
    Type:
    CurveType
  • capital_cost_curve
    Optional. Defines the capital cost target for the portfolio as a curve.
    Table and Column:
    pfm_portfolio.capital_cost_curve
    Type:
    CurveType
  • benefits_curve
    Optional. Defines the benefits target for the portfolio as a curve.
    Table and Column:
    pfm_portfolio.benefits_curve
    Type:
    CurveType
  • resources_curve
    Optional. Defines the roles target for the portfolio as a curve.
    Table and Column:
    pfm_portfolio.resources_curve
    Type:
    CurveType
  • manager
    Required. Defines the User ID of the portfolio manager who will manage this portfolio.
    Table and Column:
    PMA_PORTFOLIOS. MANAGER_ID
    Type:
    String
  • id
    Required. Defines the unique identifier for this portfolio.
    Table and Column:
    PMA_PORTFOLIOS.ID
    Type:
    String
  • parentPortfolioID
    Optional. Defines the unique identifier of the parent portfolio (if this a child portfolio).
    Table and Column:
    PMA_PORTFOLIOS. PARENT_ID
    Type:
    String
  • budgetCost
    Required. Defines the budgeted cost of this portfolio.
    Table and Column:
    PMA_PORTFOLIO. BDGT_CST_TOTAL
    Type:
    Number
  • budgetBenefit
    Required. Defines the budgeted benefit of this portfolio.
    Table and Column:
    PMA_PORTFOLIOS. BDGT_REV_TOTAL
    Type:
    Number
  • budgetType
    Optional. Defines the budget type for this portfolio.
    Values:
    • BUDGET_TYPE_TOTAL
    • BUDGET_TYPE_REMAINING
    Default:
    BUDGET_TYPE_TOTAL
    Table and Column:
    PMA_PORTFOLIOS. BUDGET_TYPE
    Type:
    String
  • capacityType
    Optional. Defines the capacity type for this portfolio.
    Values:
    • CAPACITY_TYPE_TOTAL
    • CAPACITY_TYPE_REMAINING
    Default:
    CAPACITY_TYPE_TOTAL
    Table and Column:
    PMA_PORTFOLIOS. CAPACITY_TYPE
    Type:
    String
  • invType
    Optional. Defines the investment type for this portfolio.
    Values:
    all, application, asset, idea, other, product, project, and service
    Default:
    all
    Table and Column:
    PMA_PORTFOLIOS. PORTFOLIO_INV_TYPE
    Type:
    String
  • start_date
    Required. Defines the start date for the portfolio horizon.
    Table and Column:
    pfm_portfolio.start_date
    Type:
    dateTime
  • finish_date
    Required. Defines the finish date for the portfolio horizon.
    Table and Column:
    pfm_portfolio.finish_date
    Type:
    dateTime
  • currencyISOcode
    Required.
    Table and Column:
    PMA_PORTFOLIOS.CURRENCY_CODE
    Type:
    String
  • pageLayoutCode
    Optional.
    Table and Column:
    CMN_INSTANCE_PAGES. PAGE_FRAME_ID
    Type:
    String
Contents Schema Tag
This tag is part of the schema mapping for the Portfolio XOG object. This tag has the following attributes:
  • isIncluded
    Defines whether portfolio content types are included.
    Table and Column:
    PMA_PRTFLIO_INCL_CTNT_TYPES.IS_INCLUDED
  • investmentType
    Required. On include tag.
    Table and Column:
    PMA_PRTFLIO_INCL_CTNT_TYPES.OBJECT_TYPE_CODE
  • lastSyncDate
    Defines the date the portfolio contents were last updated.
    Table and Column:
    PMA_PRTFLIO_INCL_CTNT_TYPES.LAST_SYNC_DATE
  • runSync
    This value is used only while processing.
    Table and Column:
    Not Applicable
  • investmentID
    Required. On contents/include/expression/investment tag and contents/investment tag.
    Table and Column:
    PMA_PORTFOLIO_CONTENTS.INVEST_ID
  • investmentType
    Required. On contents/include/expression/investment tag and contents/investment tag.
    Table and Column:
    PMA_PORTFOLIO_CONTENTS.INVEST_TYPE