Overview of Portfolio Management in Analysis

In the Analysis application, you can create Portfolios to manage a group of Projects and Project Requests. A portfolio is a record that is used to bucket common projects and project requests together. Below are some of the features available to a portfolio manager:

  • The Portfolio Manager can add, remove, and manage projects and project requests within the portfolio. A manager of a portfolio may not be able to edit or manage the projects themselves. There can only be 1 manager per portfolio.
  • During the creation or editing of a portfolio, the Portfolio Manager can toggle the start and end dates of the portfolio.
  • The data for the Budget and Work sections of a portfolio comes from the projects and requests. It will show in a graph view.
  • Using Analysis, the Portfolio Manager can run reports on their portfolio(s), and see the data points it includes.
  • Portfolio Managers can track Issues and Risks to the portfolio as part of the portfolio, instead of as part of one of the component projects. 

Portfolio Management permissions

There are a few permissions that are relevant to portfolio management. In order to access Portfolios, users must have both the Analysis and Portfolio Planning applications. Once they have those applications, the following permissions apply: 

  • Edit All Project Portfolios - This allows a user with the Analysis and Portfolio Planning applications to edit portfolios that they do not manage. 
  • Manage all projects in my Portfolios - This gives the user permission to manage the projects that are in the portfolios that they manage. Some project actions will still require that they are a member of the project, but this will give them permission to modify the project itself. 
  • Issue and Risk permissions (multiple) - These permissions are required to create issues and risks on portfolios (as well as on projects). 
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Article ID: 68997
Fri 12/14/18 10:57 AM
Thu 12/10/20 10:53 AM