Track the progress of a portfolio

After confirming a scenario to complete planning of your portfolio, track the progress of the portfolio. You can also monitor the status of cost, resource, schedule, and scope for the selected fiscal period or planning window for the portfolio.

始める前に

Role required: it_portfolio_manager

手順

1. Navigate to Portfolio Planning Workbench from either of two starting points.

   Location	Steps
   From application navigator	Navigate to All > Project > Portfolios > Portfolio Planning Workbench. From the Portfolio choice list, select the portfolio that you want to perform the planning for.
   From the portfolio list	Navigate to All > Project > Portfolios > All. Open the portfolio that you want to perform the planning for. In the Portfolio form, click the Portfolio Planning related link.

2. In the Portfolio Planning Workbench, click the Track tab.
   The status of projects and demands is displayed in the Timeline View tab with a Gantt chart over time and a KPIs tab.
3. Track the progress of your portfolio by reviewing the status of key parameters in the Timeline View tab.
   • Details such as planned and actual costs, variance, planned and end dates, and priorities for the selected demands and projects.
   • Identify the projects that are dependent on each other by viewing external dependencies between projects in a portfolio. For more information, see Review external dependencies between projects.
   • Track the current status of an individual project by viewing the latest project status report by selecting the Status Report option.
   • Track the progress of project tasks in an individual project in your portfolio using the Planning Console option. This option is available in the context menu for a project.
4. Check status information such as the overall health, schedule, cost, resources, and scope of all selected projects in the portfolio in the Project KPIs tab.
   The most recent status report created for a project populates this information. Point to a status indicator to view comments entered by the project manager for that KPI.

   注:

   A grey X icon () next to any project KPI indicates that the project manager has not entered any comments for that aspect in the status report.
5. Review cost and resource-related information in the Cost (Budget vs. Actual) and Resource (Allocated vs. Actual) charts.
   • View the comparison of actual costs from all selected projects in the portfolio with the planned cost shown in the Cost (Budget vs. Actual) chart. The actual cost for projects is derived from the expense lines.
     注:

     The Cost (Budget vs. Actual) graph is not available for multi-year type planning.

   • You can view only Capex or Opex or both by selecting the respective option from the list.

   • Check how the allocated resources are being used by viewing the comparison of actual resource time spent on all project tasks with the resource hours allocated to execute the selected projects and demands in the portfolio shown in the Resource (Allocated vs. Actual) chart. The actual time spent is taken from processed time cards for the projects.
6. Track the risks, issues, decisions, actions, and the project change requests across all selected projects in the portfolio by going to the Risks, Issues, Decisions, Actions, and Changes tabs.