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ISLA IPGT 27504

Economic and Financial Project Evaluation and Selection

Project Management
  • ApresentaçãoPresentation
    This course unit covers the fundamentals of project analysis and selection. It introduces the stages of project development, feasibility analysis, evaluation criteria, and the economic and financial assessment of a project.
  • ProgramaProgramme
    1. Basic concepts of organizational strategy. 1.1. Programs, portfolios, and project-based organizations. 2. Projects and the organization's external environment: 2.1. Evaluation of project alternatives. 2.2. Diagnostic tools: Porter, PEST, Diamond, SWOT. The Balanced Scorecard. 3. Introduction to financial mathematics 3.1. Compounding and discounting. 3.2. Nominal, effective, and equivalent rates. 4. Investment projects 4.1. Concept, types, and development phases of a project. 4.2. Feasibility studies. 4.3. Key documents for economic-financial studies. 4.4. Project evaluation criteria: NPV, IRR, Payback Period. 5. Economic-financial evaluation of the project 5.1. Project financial flows. 5.2. Calculation of project cash flows. 5.3. Project evaluation and selection criteria. 5.4. Project evaluation under uncertainty.
  • ObjectivosObjectives
    The learning objectives of the course unit are as follows: O1. Analyze and understand the organization's external environment. O2. Analyze, develop, and synthesize the project's business model. O3. Understand and apply methods and techniques for business project design. O4. Understand the basic concepts of project evaluation. O5. Develop skills in project analysis and selection. O6. Prepare and evaluate investment projects. O7. Develop methodologies for analyzing uncertainty in investment projects. O8. Prepare reports and presentations on project evaluation. O9. Apply financial calculation techniques for project evaluation. O10. Use economic and financial analysis tools for investment decision-making. O11. Analyze the economic and financial viability of projects in different contexts.
  • BibliografiaBibliography
    Koller, T., Goedhart, M., & Wessels, D. (2020). Valuation: Measuring and Managing the Value of Companies. Wiley. Soares, I., Moreira, J., Pinho, C., & Couto, J. (2026). Decisões de Investimento - Análise financeira de projetos. Edições Sílabo.  
  • MetodologiaMethodology
    Theory-practice classes combining the presentation of course material (expository and questioning methods) with practical applications, including examples and exercises for students to solve (active and participatory methods).
  • LínguaLanguage
    Português
  • TipoType
    Semestral
  • ECTS
    5
  • NaturezaNature
    Mandatory
  • EstágioInternship
    Não
  • AvaliaçãoEvaluation

    Descrição dos instrumentos de avaliação (individuais e de grupo) ¿ testes, trabalhos práticos, relatórios, projetos... respetivas datas de entrega/apresentação... e ponderação na nota final.

    Exemplo:

    Descrição

    Data limite

    Ponderação

    Teste de avaliação

    última sessão

    65%

    Trabalho individual com apresentação em aula

    antepenúltima sessão

    35%