Evaluating Process portfolios
Pprocess portfolio are assessed related to different portfolio criteria.
Accessing objects to be evaluated
To access and assess all portfolio objects:
1. Open the Processes > Assessment properties page of the process portfolio.
The matrix for assessment of all objects connected to portfolio initiatives according to different criteria is displayed.
2. To define a criteria value on an application, such as a Priority level, select the process concerned and click in the criteria column.
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 process:
1. In the list of processes, select those to be analyzed.
If you do not select any process, by default the report covers all processes.
2. Click theInstant Report button.
3. Select the required analysis type, for example "Bubble (Multidimensional)".
4. Click OK.
5. In the list of possible grouping criteria, select “Costs”.
For all the selected processes, you obtain the breakdown of implementation risks according to their level.
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.Creating a Process Assessment Report
This report is a matrix that presents the value of the criteria presented in columns related to portfolio processes in rows.
To generate this matrix from the Report navigation pane:
1. Select Other Reports then the Reports tile.
2. In the My Reports tab, click New.
The report creation dialog box opens.
3. In the list of report templates, select “Portfolio Initiative Assessment Sheet”, then click Next.
4. Select the process portfolio that interests you and the associated criteria.
You obtain a result like this:
Report parameters
Parameter | Parameter type | Constraints |
|---|---|---|
Portfolio (in line) | Portfolio | One object mandatory. |
List of critera (in column) | Portfolio criteria | At least one mandatory criteria. |