en:handbuch:kapitel_2:2.02.15_portfolio

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2.02.15 Portfolio

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 the compile 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.

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 (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 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.

The document type consists of the following actions:

  • Portfolio Chart: Using this action a portfolio analysis for the selected portfolio can directly be opened.
en/handbuch/kapitel_2/2.02.15_portfolio.1254400758.txt.gz · Last modified: 2019/10/25 14:09 (external edit)