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
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Purpose
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Request
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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.
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Strategy
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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.
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Planning
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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.
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Work
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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.
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Resource
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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.
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Outcome
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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.
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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 (grants and features) to access the data. If they have read-only grants, they can just view data, but not manipulate it.