Dashboard (Portfolio) MOD009CSF

Access

Information

This module provides the portfolio manager with an overview of all planning objects of his/her portfolio. The displayed planning object data is current planning data.
The module does not yet contain data when a portfolio is created. In the course of portfolio planning and editing, the module is filled with data.
Displayed planning objects can be viewed or edited by clicking on the ID.

Current status of the portfolio

Information

The Planning objects by adherence to budget pie chart shows the share of planning objects without budget overrun as well as those with an cost budget overrun by at least 5%.
The Planning objects by adherence to effort pie chart shows the share of planning objects without budget overrun as well as those with an effort budget overrun by at least 5%.
The Planning objects by adherence to schedule pie chart shows the share of planning objects without delay as well as those with a delay of at least 5 days.
The Planning objects by manager’s estimate pie chart shows the shares of positive, negative, neutral or missing estimates of the portfolio planning objects by the project manager.

Information

In this area, planning objects of the portfolio which the portfolio manager has selected for monitoring are displayed.
You can assign planning objects to the watchlist via the Assign planning objects to the watchlist button next to the area heading.
- As a result, the Assign Planning Objects to the Watchlist dialog module is opened, in which the planning objects for the watchlist can be selected.
Marked planning objects can be deleted from the watchlist via the Delete button in the toolbar or via the Delete context menu command.

Details

For all planning objects ( except ideas) you can see estimates manually created by the project manager (total estimate of the planning object, quality, risks/opportunities) and deviation values calculated during scheduling (costs, effort, dates) from the status report which is selected for the respective planning object in the Status module.
Next to the total estimate of the respective project manager, the portfolio manager’s estimate will be displayed for each planning object.
- The portfolio manager can adjust the estimate by clicking on the » button in the Status module.