Objective Contribution by Groups MOD009BBJ

• Portfolio Management NEW Planning and Reports Multi-Portfolio Board Portfolios Click on the ID of the required portfolio Portfolio panel Info Board Select or create filter Click on the Objective contribution by groups link
• Portfolio Management Portfolio Portfolio Analysis, Scoring Objective contribution by groups button Objective Contribution by Groups

Information

• In the Objective Contribution by Groups module, objective contributions of the planning objects assigned to the portfolio are displayed graphically and tabularly by the groups selected.
• Here, the graphic display is realized in the form of a bubble chart.
  • The bubble coordinates are defined by the values of the Criterion contribution weighted parameter of the respective group.
    • The X coordinates for the Criterion contribution weighted values of group 1.
    • The Y coordinates for the Criterion contribution weighted values of group 2.
  • The size of the bubbles depends on the value of the parameter selected in the respective filter in the Bubble field.

Details

• To open the analysis from the NEW Info Board module via the link and to ensure the correct display of the bubble chart, a filter must be selected or inserted.
  • In the filter, the required values must be selected for the following parameters:
    • Group 1 and Group 2
    • Bubble: defines the size of the bubbles in the chart (see above).
    • Project type: defines which planning objects are displayed in the analysis.

• Portfolio Management Portfolio Portfolio Overview Click on the ID of the required portfolio NEW Portfolio Objective contribution by groups button Objective Contribution by Groups
• Portfolio Management Portfolio Portfolio Analysis, Scoring Objective contribution by groups button Objective Contribution by Groups

Information

• In the Objective Contribution by Groups module, objective contributions of the planning objects assigned to the portfolio are displayed graphically and tabularly by the groups selected.
• Here, the graphic display is realized in the form of a bubble chart.
  • The bubble coordinates are defined by the values of the Criterion contribution weighted parameter of the respective group.
    • The X coordinates for the Criterion contribution weighted values of group 1.
    • The Y coordinates for the Criterion contribution weighted values of group 2.
    • Which parameters determine the size of the bubbles depends on the module from which the analysis is opened. For this purpose, see the details below.

Details

• To open the analysis from the Portfolio Analysis, Scoring module, you have to select or insert a filter.
  • In the filter, the required values must be selected for the following parameters:
    • Group 1 and Group 2
    • Bubble: defines the size of the bubbles in the chart.
    • Project type: defines which planning objects are displayed in the analysis.
• To open the analysis from the NEW Portfolio module,
  • you simply have to select the two groups in the Group 1 and Group 2 fields.
    • For the bubble size, the values of the Total budget parameter are determining.
    • All planning object types available in the portfolio are selected automatically.

Information

• In the Objective Contribution by Groups module, objective contributions of the planning objects assigned to the portfolio are displayed graphically and tabularly by the groups selected.
• Here, the graphic display is realized in the form of a bubble chart.
  • The bubble coordinates are defined by the values of the Criterion contribution weighted parameter of the respective group.
    • The X coordinates for the Criterion contribution weighted values of group 1.
    • The Y coordinates for the Criterion contribution weighted values of group 2.
    • Which parameters determine the size of the bubbles depends on the module from which the analysis is opened. For this purpose, see the details below.

Details

• To open the analysis from the Portfolio Analysis, Scoring module, you have to select or insert a filter.
  • In the filter, the required values must be selected for the following parameters:
    • Group 1 and Group 2
    • Bubble: defines the size of the bubbles in the chart.
    • Project type: defines which planning objects are displayed in the analysis.
• To open the analysis from the Period module,
  • you simply have to select the two groups in the Group 1 and Group 2 fields.
    • For the bubble size, the values of the Total budget parameter are determining.
    • All planning object types available in the portfolio are selected automatically.