Evaluating Portfolio objects
Objects connected to Portfolio initiatives are assessed related to different portfolio criteria.
Standard criteria relating to costs are automatically calculated, they cannot therefore be modified in this tab. For more details on these criteria, see Using Existing Criteria.Accessing objects to be evaluated
To access evaluations of all portfolio objects:
1. Open the properties pages of the portfolio.
2. Display the Initiative > Assessment page.
The matrix for assessment of all objects connected to portfolio initiatives according to different criteria is displayed.
3. To define a criterion value on an application, such as a cost, select the application concerned and click in the criterion column.
Generating a PDF or Excel evaluation data file
The PDF and Excel allow you to generate PDF and Excel files of evaluation results.
For reasons of readability, the PDF file contains a maximum 12 columns.Generating an instant report on evaluation data
Instant reports allow you to carry out drill-down analysis on evaluated objects. They provide greater detail depending on specific analysis perspectives (quantitative, time, etc.).
To generate an instant report on a list of evaluated applications:
1. In the list of applications, select those to be analyzed.
If you do not select an application, by default the report covers all applications.
2. Click Instant Report.
3. Select the required analysis type, for example "Breakdown".
4. Click OK.
5. In the list of possible grouping criteria, select "Risk of implementation".
For all selected applications, you obtain the breakdown of implementation risks according to their level (low risk, high risk, etc.).
For more information on instant reports, see the paragraph "Running instant reports on a list of objects" in the chapter "Generating Documentation" of the HOPEX Common Features guide.