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2.02.14 Portfolio

The mask portfolio allows the administration of project portfolio management for any selected projects and qualitative characteristics. Project portfolio management is the planning, management and control of selected projects of an organization.

The basis of the project portfolio management are the compilations of projects. In this mask the projects can be compiled and the axes for the evaluations can be predefined.

General Data

The mask contains the following elements:

Name: This alphabetical field uniquely identifies the portfolio in the system.

Description: These fields identify the portfolio (long text, 255 characters).

Time Span (from/to): The start and end of portfolio management is entered in these fields.

Standard X, Standard Y and Standard Z: These values allow you to define the standard axes for the portfolio for portfolio evaluation. The key figures for the axes are, for example, planned effort, actual effort, planned costs, actual costs, planned revenues, quotation value, invoiced amount, probability and percentage of completion.

Standard Color: This value allows you to define the category for the color of the bubbles in the bubble chart (portfolio evaluation). These categories include project category, priority and project status.

Programs: A portfolio can contain one or more programs, which can be managed here.

Projects: In this multiple selection, any number of projects can be combined to form a portfolio.

Misc

The document class contains the following actions:

Portfolio Chart: This action directly opens the portfolio chart for the selected portfolio.