Grouping Projects by Portfolio
Grouping projects by portfolio summarizes the information relating to different projects to facilitate decision-making.
Portfolio Types
There are two types of project portfolios:
• Arbitration portfolios, created automatically, which are divided into two groups:
• project demand portfolios
• candidate project and ongoing project portfolios, used to compare candidate projects with ongoing projects
• Analysis portfolios you can create later and which make up sub-sets within the arbitration portfolios.
Arbitration portfolio
Project arbitration portfolios group all the projects created according to their domain.
When you create a project domain, two types of arbitration portfolios are created by default and associated with this domain:
• Domain name - demand arbitration portfolio
• Domain name - arbitration portfolio of candidate projects and ongoing projects
Each new project appears in the dedicated portfolio.
In an arbitration portfolio, the projects can be assessed and compared according to a number of criteria:
• project criteria: these come from information on the projects (for example, the costs) or the qualitative evaluation of the project (for example, the level of strategic alignment).
• portfolio criteria: criteria that can be defined at the portfolio level, above the project criteria.
Analysis portfolio
You can create an analysis portfolio in an arbitration portfolio; it groups a sub-set of parent arbitration portfolio projects. It can be defined to assign certain projects to a specific portfolio manager.
Portfolio Lines
For each project added to a portfolio, a portfolio line is created.
A project portfolio line is used to assess the project in the context of a portfolio. It is linked to assessment criteria and provides the global note of the project in the context of the portfolio.
Assigning a Portfolio to Persons
The persons who can be assigned to a project portfolio are:
• the demand approver
• the portfolio manager
• the portfolio approver