Info Board MOD009CSI New from DB 39.5.10

Description of the charts for versions < DB 39.5.10
Description of the analyses for versions < DB 39.5.10

Access path

• Portfolio Management Planning and Reports Multi-Portfolio Board Portfolios Click on the ID of the required portfolio Portfolio panel Info Board

Information

• This module contains different diagrams in the following areas
  • Portfolio structure and project estimate
  • Costs and Budget
  • Risks and Opportunities
  • Evaluation Criteria
• In the Objective contribution and risk values area, there are no diagrams but links that lead to comprehensive reports.

Portfolio Structure and Project Estimate

Information

• The Portfolio structure pie chart shows the shares of different planning objects (e.g. projects, ideas) in portfolios.
• The Project estimate pie chart shows the shares of the project manager’s positive, negative, and neutral estimates of the portfolio planning objects.

Note

• The dates displayed in the charts stem from the current planning of the portfolio.

Costs and Budget

Information

• The Costs and budget area contains the Budget/costs and Costs/benefit diagrams.
  • The Budget/costs diagram shows actual costs, rem. costs, liability, and requested and approved cost budget per year.
  • The Costs/benefit diagram shows total costs in comparison to benefit per year.

Note

• The dates displayed in the charts stem from the current planning of the planning objects assigned to the portfolio.

Risks and Opportunities

Information

• The Risks/opportunities Gantt chart shows the damage and gross profit values in comparison to the approved cost budget.
• The Risks/opportunities pie chart shows the probable damage and the probable gross profit.
• The Risks diagram shows the number of risks on the basis of the risk weighting (low, medium, high).
• The Opportunities diagram shows the number of risks on the basis of the risk weighting (low, medium, high).

Note

• The dates displayed in the charts stem from the last released portfolio status report.

Evaluation Criteria

Information

• The Evaluation criteria diagram shows a radar chart the edges of which represent the defined evaluation criteria. The colored area shows the degree of fulfillment of individual evaluation criteria in contrast.

Objective Contributions and Risk Values

Information

• In this area, different evaluations can be displayed in accordance with selected filter criteria.
  • Filters must have been created before.

Procedure: Show evaluations

• Select the required filter by clicking on the Select filter button (with filter symbol) or create a new filter (for description, see below).
• Click on the required link for the respective evaluation. As a result, modules of the same name are opened:
  • the Budget and Costs per Portfolio, Project, and Year module, in which budget and costs are displayed in graphical and tabular view for the selected planning objects.
  • the Projects By Objective And Risk Value module, in which objective contributions and risk values are displayed.
  • the Objective Contribution By Groups module, in which the objective contributions for the selected groups are displayed in graphical and tabular view.
  • the Objective Contribution All Groups module, in which the objective contributions are displayed for all groups.

Note

• If the portfolio does not contain any planning objects, the evaluation modules do not receive any data accordingly. This is indicated by a message which is displayed after you have clicked on the respective button.

Create and Edit Filters

Create new filter

• Click on the Insert filter button (with plus symbol) to create a new filter.
• Enter a unique name for the filter in the Filter name field.
• Set the required values in the Project type, Group 1, Group 2, Bubble, Year from, and Year to fields.
• Save.

Edit filter

• Select the required filter by clicking on the Select filter (with filter symbol) button.
• The Select Filter module is displayed.
• Change values in the required fields (see above).
• Save.

Note

• The existing filter is overwritten even if only a new name is entered. In order to receive an additional filter which is similar to an existing one, an entirely new filter must be created with the respective specifications.