Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Breadcrumbs

Compare and Select Planning Objects for the Portfolio

Information

  • A portfolio should contain a well-balanced selection of planning objects: both short-term and long-term projects, both beneficial high-risk projects and less beneficial low-risk projects.

  • In order to select the right planning objects for the portfolio, the portfolio managers compare the planning objects (e.g. with respect to their risks and benefits).

Where can I compare planning objects with respect to their risks/benefit?

In the Strategic Analysis module in the Portfolios panel.

Who is allowed to compare planning objects with respect to risks and benefit?

All users who have access to the modules mentioned above and have modification rights for portfolios. In PLANTA standard, these are the managers of the corresponding portfolios and the multi-portfolio managers. For further information on user rights, please click here.

Compare and Select Planning Objects with Regard to Risks and Benefit

Information

  • In the Strategic Analysis module the planning objects of the company are displayed (if needed, divided by planning object type or at the same time).

Procedure

  • Look at the bubble chart to compare objective contributions, risk values, and NPV (Net Present Value) of the planning objects in relation to each other.

    • You can tell the degree of objective contribution and risk values by looking at the x and y axes of the bubble chart.

    • The size of the bubbles reflects the degree of the NPV values of the respective planning objects.

    • The NPV value of a planning object is automatically calculated when particular parameters are filled. For further information, please refer to the descriptions of the NPV value and of other parameters involved.

  • Drag the cursor to a bubble to have the exact NPV value of the planning object displayed.

  • If required, click on the bubble or ID of a planning object to open the modules of the planning object and to see further information.

  • Look at the tabular listing of all planning objects below the bubble chart to compare the exact numeric values of the planning object.

Details

  • In tabular listing, the planning objects are divided into two areas:

    • Planning objects without portfolio assignment - already contained in another portfolio

    • Planning objects without portfolio assignment- ot contained in any portfolio

  • It is generally possible to include a planning object in multiple portfolios at the same time, however, this may impair the impair portfolio budget calculation. PLANTA therefore recommends that you assign a planning object to one portfolio only.