Portfolio workbench

The portfolio workbench provides a central location for viewing a list of associated demands and projects, planning a portfolio, and tracking its progress.

You must have the it_portfolio_manager role to use the portfolio workbench for:
  • Portfolio planning: Perform the planning of the portfolio. You can set the targets, select projects and demands, and create a budget plan in the portfolio.
  • Portfolio budget forecasting: As part of financial planning, re-estimate (forecast) the portfolio budget for future periods based on the actual costs.
  • Portfolio tracking: View and monitor the progress of the program and the projects and demands that are part of the portfolio.
Note:
  • Portfolio workbench is based on Service Portal which means that you can configure, customize, and extend the workbench per your requirements and organizational workflow. See the Service Portal documentation for more information.
  • Portfolio workbench does not support mobile devices.

The portfolio workbench shows the following sections for an opened portfolio:

  • The left section provides the following fields used to plan the portfolio:
    • Fiscal Year: The choice list to select the fiscal year you want to perform the planning for.
      Note: If there is no fiscal year in the list, generate a fiscal calendar.
    • Planning Steps: The steps involved in planning the portfolio.
      • Shows the completed and the current planning step number.
      • Checks off the completed planning step.
      • Highlights the current planning step in the portfolio.

      In the portfolio workbench example shown, the portfolio is in Step 2, (Select Demands and Projects). It has completed through Step 1, (Set Target).

  • The middle section shows a list of all the demands and projects that are part of the portfolio and fall under the selected fiscal year. The green check mark shows the demands and projects that have been selected for execution for the selected fiscal year.

    Note:
    • Click a demand or a project in this section to open the respective record. You can make required changes to the project or demand form.
    • A demand is included only if the Expected Start and Due Date fields are populated and the demand is in the approved or qualified state.
  • The lock in the upper-right section indicates that portfolio planning is not yet complete and that the tracking action is not enabled. Once the financial planning is complete, the Track Portfolio action is enabled for portfolio manager to track the progress of the portfolio.
Figure 1. Portfolio workbench example
The portfolio workbench