After you complete financial planning, you can start tracking the progress of the
portfolio. The portfolio tracking view displays only the selected demands and projects in
the portfolio.
Vorbereitungen
Role required: it_portfolio_manager
Warum und wann dieser Vorgang ausgeführt wird
Hinweis: The content in this topic is applicable for customers upgrading from a
previous release to
Australia. If you are a new customer, see
Scenario Planning for PPM.
Once the financial planning is complete, the Track Portfolio
action in the portfolio workbench is enabled to start tracking the progress of the
portfolio.Watch this three-minute video to learn more about tracking your
portfolio.
Prozedur
-
Navigate to portfolio workbench, and open the portfolio that you
want to track.
-
In the Fiscal Year choice list, select the fiscal year
and click Track Portfolio.
-
In the timeline view, right-click a project or a demand and select:
- Edit to edit the project or the
demand.
- Planning Console to open the project planning console. The option is available only for
projects.
- Status Report to open the most recent project
status report. The option is available only for
projects.
-
In the timeline view, review the external dependencies between projects in a
portfolio.
-
On the Project KPI tab, view the most recent status such
as overall health, schedule, cost, resources, and scope of all selected projects
in the portfolio.
-
Review these charts:
- Cost (Planned vs. Actual) to track the actual
costs from all selected projects in the portfolio compared to the
planned cost.
- Resource (Allocated vs. Actual) to track the
actual resource time spent on all project tasks versus the resource
hours allocated to execute the selected projects and demands in the
portfolio.
-
To see the risks, issues, and the project change requests across all selected
projects in the portfolio, use the Risks,
Issues, and Changes
tabs.