Access

Information

  • This module lists all planning objects assigned to the portfolio. The listed planning objects are displayed in groups.
  • New planning objects can be assigned to the portfolio here and existing assignments can be deleted.

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.
    • The Status field displays the date of the report from which the information stems.
  • Next to the total estimate of the respective project manager, the portfolio manager’s estimate will be displayed for each planning object.
    • The estimate can be adjusted by the portfolio manager both in this module and in the Status module via the » button.
  • 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

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

Module Variants

BaseFor 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.
PrioritizationFor all planning objects, a priority can be attributed in the Priority field. Furthermore different values which are relevant for prioritization are displayed (objective contribution, risk value, NPV, ROI, break even, prob. damage, prob. gross profit & dependencies).

Add Planning Objects to the Portfolio

Procedure

  • Click on the Assign planning object(s) button in the portfolio header.
    • The Assign Planning Objects to the Portfolio module will be opened.
    • To assign one or several projects from the list to the program, select them by activating the corresponding checkbox and clicking on the Assign selected button.
    • Save.

Note

  • If a quality gate template has already been selected for the required portfolio, it is checked upon assignment of the planning objects whether at least one of the planning objects is already contained in another portfolio which uses another quality gate template. In this case, assignment is not possible. A message with a list of the planning objects and portfolios in question is displayed.

Remove Planning Object from Portfolio

Procedure

  • Right-click on the required planning object line.
  • Select the Delete command from the context menu.
  • Save.