Planning a portfolio
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Prerequisites
- Access to the Management > Portfolio (PR005) menu.
- Previously configured portfolio type.
- Previously created objectives to configure the Objective tab.
Introduction
A portfolio groups projects and/or programs managed in an integrated manner, with a focus on the organization's strategic alignment. It allows for tracking, in a consolidated way, the performance of initiatives that share the same objectives.
Through the Portfolio (PR005) menu, it is possible to plan all the portfolios that will be used to structure the strategic management of projects and programs.
In addition to planning, this menu allows for analyzing essential indicators, such as deadlines, resources, and results, through different visions available in the upper right corner of the screen:
- Details: it displays all information gathered in one single panel.
- Deadline: it presents data related to the planned, rescheduled, and actual schedules.
- Resource: it shows the number of hours allocated to projects and programs.
- Result: it displays the total costs and revenues, as well as the gross margin of the portfolio.
This article will demonstrate how to create a portfolio, using innovation initiatives as an example.
Creating a portfolio
Watch the video below and learn how to create a portfolio:
- Click here and learn how to configure access restriction in the Security tab.
- Click here and learn how to use the identification mask.
- Click here and learn how to use attributes.
- Click here and learn how to configure a view profile.
- Click here for more details on how to add projects and programs through the portfolio schedule.
- Click here and learn how to associate file forms.
- Click here and learn how to use the Documentation section.
Configuring the finances of a portfolio
Watch the video below and learn how to configure the budget of a portfolio. This video covers all the finance resources in general, including the budget and total sections, available in the portfolio:
Adding evaluation scenarios to a portfolio
Watch the video below and learn how to add scenarios to the record:
A previously configured evaluation method is necessary if you wish to evaluate the objectives with a method when adding scenarios.
Conclusion
Once the portfolio is created, has its structure and objectives defined, and has its possible scenarios evaluated, the planning comes to an end!
Click here and learn how to use the schedule resources to track the progress of the projects and programs of a portfolio.
In case you have any doubts about the closure of programs, click here.
In case you have any doubts about the closure of projects, click here.