Portfolio

Permissions

View

Here is the needed permission to display all the details (except the financial part) of a Portfolio:

  • The user has the permission PORTFOLIO_VIEW_DETAILS_ALL_PERMISSION, or
  • The user has the permission PORTFOLIO_VIEW_DETAILS_AS_MANAGER_PERMISSION and he is the manager of the Portfolio, or
  • The user has the permission PORTFOLIO_VIEW_DETAILS_AS_STAKEHOLDER_PERMISSION and he is a stakeholder of the Portfolio

Update

Here is the needed permission to update (add, edit or delete) a Portfolio:

  • The user has the permission PORTFOLIO_EDIT_ALL_PERMISSION, or
  • The user has the permission PORTFOLIO_EDIT_AS_PORTFOLIO_MANAGER_PERMISSION and he is the manager of the Portfolio

View financial part

Here is the needed permission to display the financial part:

  • The user has the permission PORTFOLIO_VIEW_FINANCIAL_INFO_ALL_PERMISSION, or
  • The user has the permission PORTFOLIO_VIEW_FINANCIAL_INFO_AS_MANAGER_PERMISSION and he is the manager of the Portfolio.

The financial part of a Portfolio is the deviation boxes inside the Overview page. The financial data are provided by the Initiatives/Releases of the Portfolio.

Attributes

A Portfolio has the following set of attributes:

Field Description
Active Status of the Portfolio. For a Portfolio that is not active anymore, this flag should be unchecked and his name will be strikethrough.
Ref ID An free identifier of a Portfolio
Name The name of the Portfolio
Type A type used to categorize the Portfolio
Manager Responsible Employee of a Portfolio

Identity card

Overview

The Portfolio overview page is composed by:

  • A summary of the number of active Initiatives/Releases in the Portfolio,
  • Financial KPIs that sum up all the Budget and Cost to Complete of all active Initiatives/Releases,
  • A list of Initiatives/Releases with a Red latest report status,
  • And a list of late or soon-to-be late Milestones

Details

The Portfolio details page is composed by:

Portfolio management

Add a new Portfolio

  1. Go to the “New” menu then “Portfolio”,
  2. Complete the various Portfolio's attributes and Save,
  3. The new Portfolio is now available.

Edit a Portfolio

  1. Go to the Details' page of a Portfolio,
  2. Click on the “Edit” icon ,
  3. Modify the Portfolio's attributes and Save,
  4. The Portfolio data have been updated.

Deactivate / reactivate a Portfolio

  1. Go to the Details' page of a Portfolio,
  2. Click on the “Edit” icon ,
  3. Check / unchecked the “Active?” flag to activate/deactivate the Portfolio,
  4. The Portfolio's status has been updated.

Delete a Portfolio

  1. Go to the Details' page of a Portfolio,
  2. Click on the “Delete” icon ,
  3. Confirm that you want to delete the Portfolio. A Portfolio can not be restored once deleted. If you delete one by error, you will have to re-create him.
  4. The Portfolio is deleted.

Stakeholders of a Portfolio

The stakeholders of a Portfolio allow to add easily an Employee to all entries of the Portfolio.

A Stakeholder of a Portfolio has the same permissions on the Portfolio's entries than a direct Initiative/Release stakeholder.

Add a Stakeholder to the Portfolio

  1. Go to the Details' page of a Portfolio,
  2. Click on the “Add” icon inside the “Stakeholders of the portfolio” table,
  3. Select an Employee and a role, then click on Save,
  4. The Stakeholder has been added.

Edit a Stakeholder of the Portfolio

  1. Go to the Details' page of a Portfolio,
  2. Click on the “Edit” icon inside the “Stakeholders of the portfolio” table for the wished Stakeholder,
  3. Modify the Stakeholder's attributes and Save,
  4. The Stakeholder has been updated.

Delete a Stakeholder of the Portfolio

  1. Go to the Details' page of a Portfolio,
  2. Click on the “Delete” icon inside the “Stakeholders of the portfolio” table for the wished Stakeholder,
  3. Confirm that you want to delete the Stakeholder,
  4. The Stakeholder is deleted.