Portfolios

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You are viewing content for Planview Portfolios.

You are viewing content for Planview Enterprise One^™ release – Portfolio and Resource Management.

What Are Portfolios?

Portfolios provide access to database information that users can view, manage, or edit. Portfolios let you organize information for decision-making and performance measurement. Portfolios are equally applicable for managing strategies, initiatives, projects, resources, strategic plans, and products and other types of outcomes.

A portfolio lets users group information, based upon a set of specific attributes. It enables users to review or manage many single items in a collective manner. Planview Portfolios portfolios are applicable to projects, lines of business, products and other types of outcomes, strategic initiatives, resources, IT investments, and more. Portfolios are the management method that links strategies, work, resources, and products and other types of outcomes. They are created for the appropriate decision maker and their authority and responsibilities.

Portfolio Management Introduction

Before you can view, manage, or edit information available through a portfolio, you need access to that portfolio. You automatically have access to portfolios you create, but you can also access a portfolio if another user invites you to it. The portfolios you can create or be given access to depend on the permissions an administrator assigns you and which menus and tabs are available to you.

After you create a portfolio, you can perform the following actions:

Send invitations to those users who you want to be able to access the portfolio
Display tiles to view and access data pertaining to the portfolio
Modify the portfolio's definition
Delete the portfolio if it is no longer needed

NOTE

Before working with portfolios, you should familiarize yourself with the Planview Portfolios interface because some of its elements help you view, manage, and edit portfolios.

Supported Portfolio Types

With portfolios, users can group entities that they work with for analysis and review. Portfolios provide access to database information that you can view, manage, or edit. A portfolio lets you group information, based upon a set of specific attributes. Portfolios let you review or manage many single items in a collective manner. Depending on the portfolio, it provides a filtered view of work, resources, strategies, outcomes, requests, or a combination of such items.

The following table describes the different portfolios Planview Portfolios supports and summarizes the tasks relevant to the different types of portfolios. For each portfolio type, there is a corresponding menu. Clicking one of those menus provides access to the Current Portfolio Bar for the relevant portfolio type unless such portfolios are currently unavailable to you. In that case, you are prompted to create a portfolio if you have permission to do so.

Portfolio Type	Purpose
Request	Lets you collect related requests for analysis, prioritizing, review, or reporting, and add requests without having access to any Request portfolios. This portfolio type is relevant to users responsible for dispatching, delegating, reviewing, removing, or analyzing requests.
Strategy	Lets you group together a set of enterprise strategies, projects, and products for top-down strategic planning and performance monitoring. This portfolio type is relevant to users responsible for creating, reviewing, editing, scheduling, or deleting strategic plans. Users who want to tie projects, products, or releases with a strategic plan or remove such associations can do so through a Strategy portfolio.
Planning	Lets you perform investment planning on strategies, projects, and outcomes, and allows you to examine the financial planning data for capacity and demand that impacts those entities.
Work	Lets you collect work-related data for analysis, prioritizing, review, or reporting. This portfolio type is relevant to users responsible for adding, scoping, scheduling, staffing, reviewing, editing, deleting, closing, or archiving projects. Work portfolios are also needed by users responsible for loading a Work financial plan into a Strategic financial plan. Users who report the time they spend working on projects will need access to the appropriate Work portfolios.
Resource	Lets you collect resource data so that you can view resources in different ways, such as by team or skills. This portfolio type is relevant to users responsible for scheduling, allocating, authorizing, substituting, reserving, reviewing, editing, or deleting resources. Users who report their time need access to the appropriate Resource portfolios.
Outcome	Lets you collect outcome-related data for analysis, prioritizing, or review This portfolio type is relevant to users responsible for adding, scheduling, reviewing, editing, deleting, or closing outcomes.

Grouping items together in a portfolio is beneficial to decision making and performance management. For example, a project manager can create a Work portfolio that is to include only projects and other work items relevant to that portfolio. A resource manager can create a Resource portfolio to group together the resources necessary to complete work defined in a Work portfolio.

The types of portfolios a user can create depend on the permissions an administrator assigns to that user and which functionality (strategic management, project and resource management, and outcome portfolio management) the user can access.

When creating a portfolio, users define a selection of data for a portfolio by selecting a subset of structures to include in the portfolio. Users can then further refine their data selection by selecting attribute categories(alternate structures) as advanced options. The structures and alternate structures a user can select are defined by an administrator, and they may vary from organization to organization within a company.

When a user opens a portfolio, the system displays data that satisfies the criteria established for the portfolio. Some information in a portfolio is displayed in portlets, which are smaller sections of related information and functionality. The information displayed in a portfolio may include links to another screen with additional details for that information. The linked screen could be a drill down on the current portlet, another portlet, another portfolio, or a report.

A user can invite others to portfolios that user creates, and others can invite the user to theirs. Members need to all have the right security settings (permissions and features) to access the data. If they have read-only permissions, they can just view data, but not manipulate it.

What Are Portfolios?

Portfolio Management Introduction

After you create a portfolio, you can perform the following actions:

Send invitations to those users who you want to be able to access the portfolio
Display tiles to view and access data pertaining to the portfolio
Modify the portfolio's definition
Delete the portfolio if it is no longer needed

NOTE

Before working with portfolios, you should familiarize yourself with the Planview Portfolios interface because some of its elements help you view, manage, and edit portfolios.

Supported Portfolio Types

Portfolio Type	Purpose
Request	Lets you collect related requests for analysis, prioritizing, review, or reporting, and add requests without having access to any Request portfolios. This portfolio type is relevant to users responsible for dispatching, delegating, reviewing, removing, or analyzing requests.
Strategy	Lets you group together a set of enterprise strategies, projects, and products for top-down strategic planning and performance monitoring. This portfolio type is relevant to users responsible for creating, reviewing, editing, scheduling, or deleting strategic plans. Users who want to tie projects, products, or releases with a strategic plan or remove such associations can do so through a Strategy portfolio.
Planning	Lets you perform investment planning on strategies, projects, and outcomes, and allows you to examine the financial planning data for capacity and demand that impacts those entities.
Work	Lets you collect work-related data for analysis, prioritizing, review, or reporting. This portfolio type is relevant to users responsible for adding, scoping, scheduling, staffing, reviewing, editing, deleting, closing, or archiving projects. Work portfolios are also needed by users responsible for loading a Work financial plan into a Strategic financial plan. Users who report the time they spend working on projects will need access to the appropriate Work portfolios.
Resource	Lets you collect resource data so that you can view resources in different ways, such as by team or skills. This portfolio type is relevant to users responsible for scheduling, allocating, authorizing, substituting, reserving, reviewing, editing, or deleting resources. Users who report their time need access to the appropriate Resource portfolios.
Outcome	Lets you collect outcome-related data for analysis, prioritizing, or review This portfolio type is relevant to users responsible for adding, scheduling, reviewing, editing, deleting, or closing outcomes.

A user can invite others to portfolios that user creates, and others can invite the user to theirs. Members need to all have the right security settings (grants and features) to access the data. If they have read-only grants, they can just view data, but not manipulate it.