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Strategy Portfolio View Screen Basics

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 This article applies to Planview Enterprise 11.5 and greater.

The Strategy Portfolio View gives you both an overview of the strategies in a portfolio and easy access to the details of each strategy in the portfolio.

To access the Strategy Portfolio View screen:

  1. On the Strategies menu, click the relevant portfolio and then click Portfolio View. For help with menus, see Menu Basics.

In essence, the Strategy Portfolio View is a configurable container, allowing you and your organization to define strategy actions and information that are most important for you. As with most portfolio views, the Strategy Portfolio View includes the following screen elements:

Portfolio Manager Tile

Some portfolio types, including Strategy portfolios, also provide the Portfolio Manager tile, which lists all of the items in the portfolio in a grid. For more information, see About the Portfolio Manager Tile and Working in Portfolio Summary Screens.

About the Group List

The screen includes the Group list if an administrator configured the system to support users focusing on projects by business capabilities or another attribute (such as program benefits or status). For more information about that list, see Working in Portfolio Summary Screens.

Strategy Portfolio View Screen's Action Menus

The Strategy Portfolio View screen's action menus include options discussed in Menu Options for Portfolios as well as the options described in the following table.

Note: The names of the options available on your system might differ from those given in the following table because the name and available options are based on the Strategy structure's definition.

Option

 

New Mission
New Objective
New Strategy
New Program

Opens the New screen, which you can use to add a child to the selected strategic entity.

The New option is available only if you have read/write grants on the selected strategic entity.

Program Roadmap (Planview Enterprise 12 to 14)

Schedule

Opens the Schedule screen, which you can use to create, edit, and delete milestones for a strategic entity and associate a strategic entity with releases and remove such associations.

Baseline

Lets you save a strategy baseline of an individual strategic entity.

Outcome Roadmap (Planview Enterprise 13 and 14)
Schedule

Opens the Schedule screen, which you can use to change an outcome's target datescreate, edit, and delete milestones for an outcome, set outcome-stage finish dates, and associate an outcome with releases and remove such associations.

Baseline Lets you save an outcome baseline of an individual strategic entity.
Outcome Roadmap (Planview Enterprise 12 only)
Outcome Milestones Opens a screen from which you can create, edit, and delete milestones for an outcome.
Outcome Stages

Opens a screen from which you can set outcome-stage finish dates.

Note: The name of this option is defined by the PBS6 alternate structure, which is called Outcome Stages by default.

Outcome Baselines Opens a screen from which you can create, update, and delete outcome baseline for an individual outcomes while viewing a strategic plan.
Outcome Releases Opens a screen on which you can associate releases with an outcome while viewing a strategic plan.
Additional Options

Allocate Work

(Planview Enterprise 12 and 13)

Opens the Allocate Work screen, which lets you allocate work to the selected strategic entity.

This option is available if the selected strategic entity is at the lowest level of the Strategy structure.

Associate Work

(Planview Enterprise 14)

Lets you associate an outcome with work or associate a strategic entity with work.

Associate Outcome Opens the Data Picker, which you can then use to associate a strategic entity with an outcome.
Delete Outcome Deletes the selected outcome.

Delete Mission
Delete Objective
Delete Strategy
Delete Program

Deletes the selected strategic entity; budget items are deleted along with the strategic entity.

The Delete option is available under the following conditions:

  • You have read/write grants on the selected strategic entity.

  • The strategic entity does not have any children or any allocated work. The strategic entity also is not associated with any outcomes (Planview Enterprise 12 to 14).