ORA Portfolio Management Tool

The ORA Portfolio Management Tool is an Excel based tool administrators from any Stanford school or department can use to help manage the sponsored projects they support.  The ORA Portfolio Management Tool supports:

• Receiving imported actuals data from OBI

  • Note: Access to the OBI report used to download actuals date to populate the ORA Portfolio Management Tool requires that the user has been granted at least Report Viewer OBI financial reporting authority by their school or department using Authority Manager and that they have completed the FIN-PROG-0200: Financial Stewardship Expectations and FIN-0340: Introduction to OBI Financial Reporting prerequisite training.

• Personnel commitment tracking
• Non-personnel commitment tracking
• Cost transfer tracking
• Effort tracking
• Cost sharing tracking
• And much more!

Resources

• ORA Portfolio Management Tool Quick Start Guide
• ORA Portfolio Management Tool Detailed Setup Guide
• Training: ORA-2224: ORA Portfolio Management Tool - Feb 26, 2025 | 11am-12pm & Thu, May 22 | 11am - 12pm
  • Both a previous training session recording and a PDF of the session slides are available on the ORA CRAFT page.
• ORA Portfolio Management Tool Questions or Suggestions? Contact the Client Advocacy & Education team.  We're here to help!