Prioritization MOD009DPC

Access

Portfolio Management → Planning and Reports → Multi-Portfolio Board → Portfolios → Click on the ID of the required portfolio → Portfolio panel → Prioritization

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, 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.