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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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Adding a Portfolio to a Project
The Portfolios section of a project lists all the portfolios to which the project is linked. For example, the portfolio category must be configured to show the Associations tab, and the project category must include the Portfolios section. b) Specify the percentage (%) of budgets and actuals that will be rolled up from the project to the portfolio. Note that if you create a project from a template and include portfolio associations, they are copied at 100% to include be default.
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Portfolio Project Status
You can also simply set the Topic to Project if you want to show projects without regard to portfolio, or, just show this information for a single project. When starting with the Portfolio topic you will need to select the field path Portfolio > Projects: Linked to Portfolio to get to the project available fields. If you want to allow the user to change to a different Scope and/or Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing.
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Update Project Status to Portfolios
Report project status to the portfolios that the project workspace has been added to.
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WRK14 - Project/Portfolio Highlight Report
The effort values are dependent upon the planning of resource effort in the Project Schedule (in Plan), on the submission of project timesheets, on execution of the Progressing Engine, and on the load of effort from the schedule/timesheets (actuals) into the Financial Plan.
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Connect a Project Workspace to a Portfolio
Project workspaces are normally connected to a portfolio by the portfolio owner in the Portfolios tool. To add a workspace to a portfolio: Navigate to a workspace you are a member of. In the Portfolios section, click the Add to a portfolio button. When the project workspace is connected to at least one portfolio with automatic reminders turned on, the workspace manager will get a reminder to keep the project status updated
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Portfolio Tasks widget
Provides information about the status and health of tasks.
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Project portfolios
Group project workspaces into portfolios and get an ultimate status overview how things are going. // DO NOT DELETE - SEARCHABLE VIDEO TAGS //
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About the Portfolio Cost – ProjectPlace Tile
Describes the Portfolio Cost – ProjectPlace tile, which you can use with the Planview Portfolios and ProjectPlace connector to view summary information about both Planview Portfolios and ProjectPlace projects in a single portfolio, which helps managers determine how resources are being utilized.
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WRK16 - Project (and Portfolio) Status Report
The effort values are dependent upon the planning of resource effort in the Project Schedule (in Work and Assignments), on the submission of project timesheets, on execution of the Progressing Engine and on the load of effort from the schedule/timesheets (actuals) into the Financial Plan
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Project Portfolio Planning
Define a consistent process for initiating business requests and new projects.
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