Portfolio Management

Review Investment Details:

Before examining portfolios, its important to examine the type of investment that can be included in a portfolio and ensure you have all the data correctly Setup.

When creating a portfolio, seven types of investment objects can be included:

=>Projects
=>Applications
=>Assets
=>Products
=>Other Work
=>Services
=>Ideas

The ability to include all investment types in a portfolio gives you a true picture of the costs and benefits that the organization will realize, rather than just a partial view that is obtained when only considering the projects.

When analyzing portfolios, it is important to understand which properties will be used to rank the importance of each environment. This is required when there is not enough funding carry out all the investments and you need to make decisions on which ones to modify, postpone until later, or even cancel. Factors such as the goal, important, alignment, priority, costs, and benefits will usually be among the ranking properties. If these values are not correctly set for all investments, it will not be easy to make decisions.

Portfolio Management

The following topic will be covered for the portfolio management

=>Portfolio Scope Definition (Selection).
=>Overall Investment, benefit, risk optimization.
=>Active Portfolio performance monitoring.
=>Business environment change adoption.

Portfolio,

A collection of projects or other investments (Such as Ideas/Applications/Assets) that share a common budget or compare for funds or resources.

=>Analyse and compare like - for - like values such as ROI and Risk
=>Model alternatives 'plans' to fine tune execution strategies and tactics based on limited assets: people and funding.

Use a portfolio when scenario modeling and/or high level rolled-up reporting on a variety of project metrics is needed.


=>Grouping of investments with variances to portfolio targets.
=>Investment can be part of multiple portfolios.