Monitoring and Analyzing a Portfolio

After you decide on what to invest in a portfolio to carry out the portfolio strategy, you monitor and analyze the portfolio to see whether it is going on track and to make adjustment when necessary.

This section describes how to track and analyze a portfolio from different perspectives.

Portfolio Contents Financial Information

Portfolio Contents Progress and Timeline

The portfolio Timeline tab displays portfolio contents in the hierarchical view.

Add portfolio milestones

  1. Click Add Milestone.
  2. Fill the following fields in the Add Milestone window.

    Field (*Required) Description
    *Name Name of the milestone
    *Type Type of the milestone
    *Planned finish date Planned finish date of the milestone
    Actual finish date Actual finish date of the milestone
    *Status Status of the milestone
    Owners

    Owners of the milestone

    A milestone can have up to 20 owners.

  3. Click Add. The program milestone is added.

    If you want to add more than one milestone, click Add more to continue adding.

View the duration and milestones of the portfolio and its contents

  • Duration of a project = Planned end period - Planned start period
  • Duration of a proposal = Expected finish period - Expected Start Period
  • Duration of a program = Latest planned finish date of the program contents - Earliest planned start date of the program contents
  • Put the mouse over a milestone, you will see the name, planned finish date, actual finish date, and owners of the milestone.
  • Click < to move the timeline backward and > to move the timeline forward. Click TODAY to go to the current date.

View the health status, progress, and projected cost of the portfolio contents

To view these data, your administrator should configure to display the Health, Progress, and Projected Cost columns.

For details, see Configuring Portfolio and Scenario Comparison Options.

By default, only the Name and Type columns are displayed.

Portfolio Epics Progress

See Implementing Epics in Agile Projects.

Portfolio Business Goal's Performance

See Tracking Business Goal's Performance.

See also: