Portfolios MOD0099FF New from DB 39.5.9 up to DB 39.5.10

Description for versions DB 39.5.10
Description for versions < DB 39.5.9

Access path

• Portfolio Management Multi-Portfolio Board Portfolios

Information

• In this module, multi-portfolio managers can get an overview of all existing portfolios.
• New portfolios can be created.

Details

• For every portfolio, particular portfolio data is displayed graphically in the respective areas.
• The number of planning objects assigned to the portfolio is displayed below the graphics. By opening the tree structure, you can view the data of individual planning objects.
• You can display and, if necessary, also edit the data of existing portfolios by clicking on the ID of the portfolio in the Portfolio module.
• New portfolios can be created by clicking on the New portfolio button. For this purpose, the Portfolio module is opened, in which a new portfolio can be defined in the form of a data sheet.

Authorizations

• New portfolios can only be created by users with multi-portfolio manager rights. If the user does not possess these authorizations, the following message is displayed when he/she clicks on the New portfolio button: You have no authorization to access this module!.

Portfolio Structure

Information

• In the Portfolio structure area, it is displayed how the portfolio is composed, i.e. planning object types and the number of objects per type.

Risks/Opportunities

Information

• In the Risks/opportunities area, the damage and gross profit values resulting from the risks and opportunities of the planning objects contained in the portfolio are graphically displayed and can be compared to the total portfolio budget (red line). The data stems from the last released status report of the respective portfolio.

Evaluation Criteria

Information

• In the Evaluation criteria area, the objective contribution of all planning objects contained in the portfolio is displayed graphically by evaluation criteria groups (spider web diagram).

Project Estimates

Information

• In the Project estimates area, the number of planning objects that have a red, yellow or green entire project estimate, is displayed. The data stems from the last released status report of the respective portfolio.

Budget/Costs

Information

• In the Budget/costs area, the budget and costs per year are displayed. The data stems from the last released status report of the respective portfolio.

Costs/Benefit

Information

• In the Costs/benefit area, the costs and benefit per year are displayed. The data stems from the last released status report of the respective portfolio.