Portfolio Core Data MOD009CS4

Access

• Portfolio Management → Multi-Portfolio Board → Portfolios → Click on the ID of the required portfolio → Portfolio panel → Portfolio Core Data

Information

• In this module you can create and edit the most important data and parameters of a portfolio.

Portfolio Header Data

Information

• In the portfolio header, portfolio data such as the ID, Name, Portfolio Manager, etc. is displayed and can be edited.

Create Header Data of a New Portfolio

Procedure

• After you have clicked on the New portfolio button in the Portfolios module, the empty Portfolio module will be opened.
  • When the module is opened, the ID number for the new portfolio is generated automatically and is displayed immediately.
• In the Portfolio name field (here, the Please enter name dialog is displayed by default) you can name the portfolio as desired.
• Define the manager of the portfolio in the Portfolio manager field.
  • When the portfolio is created, the logged on user is entered as manager by default.
• Select the required cost center in the Cost center field to enable portfolio access control (multi-client capability).
• Save.

 Assign Images to Portfolio

Procedure

• Click on the Insert/change image button in the image area.
  • The Select Portfolio Image module will be opened.
  • Select the required image by clicking on the Add image button next to the required image and save.
    • The images offered for selection are created and edited in the Administer Portfolio Images module.

Note

• If no image has been selected explicitly for the portfolio, the image defined as default in the Administer Portfolio Images module will be used.

Delete Portfolio

Procedure

• Click on the Delete portfolio button in the portfolio header.
• Confirm the Do you really want to delete this portfolio? message with Yes.

Authorization

• Only users with multi-portfolio manager rights are allowed to delete portfolios.

Stakeholder Area

Information

• In this area, stakeholders can be assigned to or deleted from the portfolio.
• You can select
  • resources with multi-project manager or multi-portfolio manager or multi-project/request manager rights
  • or resources which possess the Management role.

Add Stakeholder

• Assign a new stakeholder to the portfolio
  • either via a dialog module
    • to do so, click on the Assign Stakeholder button.
      • Select the required persons by activating the corresponding checkbox and clicking on the Assign selected objects button in the Assign Stakeholder to the Portfolio module.
  • or via listbox selection directly in the new record.
    • To do so, right-click on the Stakeholder area or on the record of an already assigned stakeholder.
    • Select Insert → Stakeholder from the context menu.
    • Select stakeholder from the listbox in the new record.
• Define the Role of the newly assigned stakeholder in the portfolio.
• Enter a Comment if necessary.
• Save.

Remove Stakeholder

• Mark the record of the stakeholder in question.
• Delete the record by clicking on the Delete button in the toolbar.

Cost Type Groups

Information

• By activating/deactivating the Active in portfolio checkbox, the portfolio manager can define individually which cost type groups are relevant for his/her portfolio.
• The selection made here influences the display of costs and effort in the Budget and Status modules.

Quality Gate

Information

• In the Active template listbox of the Quality Gates data area, a Quality Gate template is selected for the opened portfolio. It contains one or more defined quality gates which are copied to the planning objects of the portfolio and therefore serve to the portfolio manager as a controlling device for monitoring the progress of the planning objects.
• The selected template will be valid for all planning objects of the portfolio to which quality gates are copied.

Details

• Templates are copied and pasted into the planning objects
  • either automatically upon assignment of a planning object to the portfolio. For this purpose you have to activate the Copy QG template automatically parameter in the Portfolio Core Data module.
  • or manually in the Quality Gates module.
• Quality Gate templates are created in the Quality Gate Templates module.

Notes

• If the quality gate template has already been assigned to a planning object, it can no longer be exchanged portfolio-wide or be removed from the portfolio.
  • When trying to select a new template from the Active template listbox or delete the selected one, the following message is displayed: The selected template is used in one of the planning objects assigned to the portfolio. To select a new template, please delete the corresponding quality gates first.
• It is not possible to assign a template to a portfolio if at least one planning object is assigned to another portfolio which uses another template. A message with a list of the planning objects and portfolios in question is displayed.