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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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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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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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Leaving a Portfolio
You can remove yourself from a portfolio that another user invited you to join.
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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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Opening Portfolios
Describes opening a portfolio, which you do to view, modify, or delete its attributes or the items associated with it or invite other users to the portfolio.
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Creating Portfolios
Provides general information about the different types of portfolios you can create so that you can then view, manage, and edit information.
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Managing Portfolios
Learn how to create, edit, and delete portfolios, as well as manage their sharing and permissions settings.
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Joining a Portfolio
Describes joining a portfolio after another user invites you to that portfolio.
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Portfolio Tasks widget
Provides information about the status and health of tasks.
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