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

Prioritization MOD009E65

Introduction

  • Planning → Portfolios panel → Click on the ID of the required portfolio → Portfolio panel → Prioritization

Alternative Introduction

Alternative Introduction

  • There are several ways to access the desired planning object or portfolio panel and its associated modules:

    • via Quick Access in the user menu (My Objects and Favorites)

    • via the Global Search function in the user menu (Direct Entry)

    • via links on planning objects or portfolios in various modules


Information

  • In this module, the portfolio manager can define the priority of individual planning objects in accordance with their objective contribution and risk value.

  • This module lists all planning objects assigned to the portfolio.

  • The listed planning objects are displayed grouped by the selected criterion.

Details

  • By clicking on the Bubble Chart button in the action bar, the marked planning objects of the portfolio are displayed in the Planning Objects by Objective Contribution and Risk Value module in table form and as bubble chart by objective contribution and risk value.

    • If no planning objects are marked, all planning objects which are assigned to the portfolio are displayed.

    • The clear representation of planning objects as bubble charts allows for a more efficient determination of their prioritization.

  • The portfolio manager can create and edit Comments for each planning object.

  • By clicking on the link on the ID of a planning object, the Project (Idea, Proposal, Program) panel with the respective planning object will be opened.

Note

  • Comments of the portfolio manager are only visible in the modules of the portfolio and have no effect on the planning objects.