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en:handbuch:kapitel_2:2.02.15_portfolio
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en:handbuch:kapitel_2:2.02.15_portfolio [2009/10/01 14:39] 192.168.0.76 |
en:handbuch:kapitel_2:2.02.15_portfolio [2019/10/25 14:11] (current) |
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| [[2.02.14_programm|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[2.03_erfassungsmodul|{{|next}}]] | [[2.02.14_programm|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[2.03_erfassungsmodul|{{|next}}]] | ||
| - | ====== 2.02.15 Portfolio ====== | + | ====== 2.02.14 Portfoliomanagement ====== |
| - | The **Portfolio** form, applies to the administration of the project portfolio-management for any selected project and qualitative characteristics, i.e. planning, regulating and controlling selected projects of an organisation. | + | The **Portfolio** form applies to the administration of the project portfolio-management for any selected project and qualitative characteristics, i.e. planning, regulating and controlling selected projects of an organisation. |
| The basis of the project portfolio-management is compiling projects. In this form, projects can be compiled and the axes for the analysis can be predefined. | The basis of the project portfolio-management is compiling projects. In this form, projects can be compiled and the axes for the analysis can be predefined. | ||
| - | **Tip:** For more on this subject see chapter [[4.2.10 Portfoliomanagement]]. | + | **Tip:** For more on this subject see chapter [[#Portfoliomanagement]]. |
| - | {{:handbuch:kapitel_2:portfolio.gif?direct}} | + | {{:en:handbuch:kapitel_2:portfolio.gif?direct}} |
| The form consists of the following elements: | The form consists of the following elements: | ||
| - | On the "Master Data" tab: | + | On the "Master data" tab: |
| * **Name:** This alphabetic field specifies the portfolio uniquely in the system. | * **Name:** This alphabetic field specifies the portfolio uniquely in the system. | ||
| * **Description:** This field specifies the portfolio (long text, 255 characters). | * **Description:** This field specifies the portfolio (long text, 255 characters). | ||
| - | * **Standard-X, Standard-Y and Standard-Z:** These values allow defining the standard axes for the portfolio for the porfolio analysis. The key figures (Kennzahlen) for the axes are for example, planned time/effort, actual time/effort, planned costs, actual costs, planned revenue, offer value, invoice amount, probability and degree of completion. | + | * **Standard-X, Standard-Y and Standard-Z:** These values allow defining the standard axes for the portfolio for the porfolio analysis. The key figures for the axes are for example, planned time/effort, actual time/effort, planned costs, actual costs, planned revenue, offer value, invoice amount, probability and degree of completion. |
| * **Standard Color:** This value allows defining the category for the color of the bubbles in the bubble-chart (portfolio analysis). These categories are, for example, the project category, priority and the project status. | * **Standard Color:** This value allows defining the category for the color of the bubbles in the bubble-chart (portfolio analysis). These categories are, for example, the project category, priority and the project status. | ||
| * **Projects:** In this selection box any amount of projects can be combined to a portfolio. | * **Projects:** In this selection box any amount of projects can be combined to a portfolio. | ||
| + | |||
| + | {{:en:handbuch:kapitel_2:portfolio2.gif|}} | ||
| + | |||
| + | On the "Misc" tab: | ||
| + | |||
| + | * **ID:** This field contains the internal ID number. | ||
| + | |||
| The document type consists of the following actions: | The document type consists of the following actions: | ||
| * **Portfolio Chart:** Using this action a portfolio analysis for the selected portfolio can directly be opened. | * **Portfolio Chart:** Using this action a portfolio analysis for the selected portfolio can directly be opened. | ||
en/handbuch/kapitel_2/2.02.15_portfolio.1254400789.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
