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====== 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 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   [[#Portfoliomanagement]]. 

{{:en:handbuch:kapitel_2:portfolio.gif?direct}}

The form consists of the following elements:

On the "Master data" tab:

    * **Name:** This alphabetic field specifies the portfolio uniquely in the system. 
    * **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 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.  
    * **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:

    * **Portfolio Chart:** Using this action a portfolio analysis for the selected portfolio can directly be opened.