Rank demands and projects

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：4分

    • Rank demands and projects to prioritize demands and projects for their approval and execution within a portfolio.

    始める前に

    Role required: it_portfolio_manager

    このタスクについて

    By default, the Rank By Score list ranks demands and projects based on system-generated scores. Rank of a demand or project is specific to a fiscal year. A project can be ranked as third in FY17 but ranked sixth in FY18.

    手順

    1. Navigate to Portfolio Planning Workbench from either of two starting points.
      LocationSteps
      From application navigator
      1. Navigate to Project > Portfolios > Portfolio Planning Workbench.
      2. From the Portfolio list, select the portfolio that you want to perform the planning for.
      From the portfolio list
      1. Navigate to Project > Portfolios > All.
      2. Open the portfolio that you want to perform the planning for.
      3. In the Portfolio form, click the Portfolio Planning related link.
    2. オプション: Adjust the rank automatically or manually.
      ActionSteps
      Adjust the rank automatically
      1. Go to the Timeline View tab of the Plan tab of the Portfolio Planning Workbench.
      2. Sort the projects and demands by the currency or number attribute such as ROI%, priority, and planned cost by which you want to rank the projects and demands.
      3. Click Adjust Rank to fill gaps in ranks if some projects are moved to the next fiscal year or canceled.

        For example, if the ranks after moving or canceling some projects are 1, 2, and 5, this action adjusts the ranks as 1, 2, and 3.

      4. Click Rank By Visual Sort to rank projects and demands based on the attribute you chose.
      Adjust the ranks manually
      1. Go to the Timeline View tab of the Plan tab of the Portfolio Planning Workbench.
      2. Edit the Rank field.

        When you change the rank of a project or demand, the ranks of other projects or demands adjust automatically. For example, if the rank for a project ranked as number 2 changes to number 4, the project ranked number 3 automatically assumes rank 2.

    例

    The following table explains manual adjustment of ranks.
    Scenario for edit rank Rank update Rank before manual edit Rank after manual edit

    If initial rank is 0 or blank and other ranks are present, then after edit, the successive ranks get incremented by 1.
    • Initial rank: 0
    • Edited rank: 2
    • Task_1: 0
    • Task_2: 1
    • Task_3: 2
    • Task_4: 3
    • Task_2: 1
    • Task_1: 2
    • Task_3: 3
    • Task_4: 4

    If initial rank > edited rank, then after edit, the successive ranks get incremented by 1.
    • Initial rank: 4
    • Edited rank: 1
    • Task_1: 1
    • Task_2: 2
    • Task_3: 3
    • Task_4: 4
    • Task_4: 1
    • Task_1: 2
    • Task_2: 3
    • Task_3: 4

    If initial rank < edited rank and there is no gap in rank sequence, then after edit, the previous ranks get decremented by 1.
    • Initial rank: 1
    • Edited rank: 3
    • Task_1: 1
    • Task_2: 2
    • Task_3: 3
    • Task_4: 4
    • Task_2: 1
    • Task_3: 2
    • Task_1: 3
    • Task_4: 4

    If initial rank < edited rank and there is a gap in rank sequence, then after edit, the successive ranks get incremented by 1.
    • Initial rank: 1
    • Edited rank: 4
    • Task_1: 1
    • Task_2: 2
    • Task_3: 4
    • Task_4: 5
    • Task_2: 2
    • Task_1: 4
    • Task_3: 5
    • Task_4: 6