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Lean Portfolio Management
Au lieu de se concentrer principalement sur l'achèvement des projets, de nombreuses équipes Lean et Agile choisissent d'utiliser une combinaison d'indicateurs de performance clés (KPI) et d'objectifs et résultats clés (OKR) pour mesurer la santé continue de leurs processus et aligner les efforts de haut en bas de la hiérarchie organisationnelle autour des opportunités d'amélioration les plus importantes.
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Hybrid Portfolio Management
By integrating planning and execution, Planview’s project portfolio management solution enables IT leaders to optimize their project portfolios, balance capacity against demand, and link plans and resources to project execution. Portfolio management and strategic planning ensures that the delivery of Lean-Agile work is integrated across demand, capacity, and financials that are tied to strategic initiatives.
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Planification de portfolio
Develop lean business cases to deliver portfolio outcomes.
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Stepping Into Portfolio Management
Although there are certainly worthwhile details about each portfolio that can be directly entered, trended on, and reported on, much of the value in portfolio management is due to the associated portfolio projects' rollup information and the ability to track the performance of portfolio projects against portfolio benchmarks such as budgeted cost and resource hours as well as delivery dates.
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Stepping into Portfolio Management
Although there are certainly worthwhile details about each portfolio that can be directly entered, trended on, and reported on, much of the value in portfolio management is due to the associated portfolio projects' rollup information and the ability to track the performance of portfolio projects against portfolio benchmarks such as budgeted cost and resource hours as well as delivery dates.
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Planview Portfolios and AgilePlace Connector
This section describes the Planview Portfolios and AgilePlace connector and explains how to request, install, configure, and use the connector. This section also explains Agile costing.
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Deprecations for Planview Portfolios and Planview Enterprise Architecture
This article describes the planned and completed deprecations for Planview Portfolios and Planview Enterprise Architecture.
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Portefeuilles
The types of portfolios a user can create depend on the permissions an administrator assigns to that user and which functionality (strategic management, project and resource management, and outcome portfolio management) the user can access. When creating a portfolio, users define a selection of data for a portfolio by selecting a subset of structures to include in the portfolio.
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February 2023 Release Notes for Planview Portfolios
When using the Slice Charts By and Analyze by parameters in the PLN01 report, the colors in the legend and the colors in the chart now match correctly. When administrators transfer portfolio ownership by clicking the portfolios link on the Administer Users screen and then clicking > Portfolio Definition on the Portfolios screen that appears, if the browser window is too small, the Save and Cancel buttons are not visible and a scroll bar is not available.
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Outcome Portfolio Management Overview
Overview of outcome portfolio management, which helps you determine if your organization's products, services, technologies, and other types of outcomes of your organization align with its projects, strategies, and goals; includes links to many of the tasks that help you manage outcome plans and tie work and strategic entities to those plans.
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April 2023 Release Notes for Planview Portfolios
When administrators transfer portfolio ownership by clicking the portfolios link on the Administer Users screen and then clicking > Portfolio Definition on the Portfolios screen that appears, if the browser window is too small, the Save and Cancel buttons are not visible and a scroll bar is not available.
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