...
Yes, you can filter the portfolio view using the simple search and advance search functionalities. The following logics will be applied when you filter the projects in the portfolio view of the register.
a. When the portfolio level is activated:
If a particular portfolio and the program linked to it do not satisfy the filter criteria, but the projects underneath the program satisfy the criteria, then those projects will be displayed as standalone projects in the project register. The portfolio and the program will not be shown in the project register.
If a certain portfolio does not satisfy the filter criteria, but the programs and projects underneath it satisfy the filter criteria, only then will those programs and projects be shown as a hierarchy in the project register.
If a certain portfolio satisfies the filter criteria, but the programs and projects underneath it do not satisfy the filter criteria, then that portfolio will be displayed as a standalone project in the project register.
If a certain program satisfies the filter criteria, but the portfolio above it and the projects below it do not satisfy the filter criteria, then that program will be displayed as a standalone project in the project register.
If the portfolio and project levels in the hierarchy satisfy the filter criteria, but the program level beneath the portfolio does not satisfy the filter criteria, then the portfolio and the projects will be shown as a hierarchy in the project register. Programs linked to the portfolio will not be shown in the hierarchy.
2 b. When the portfolio level is not activated (i.e. only programs and projects are available):
...
How does user permission work in the portfolio view?
a. When the portfolio level is activated:
If you have permission to view the program and projects linked to them, but do not have the view permission to the portfolio above them, only then will that program and projects be shown as a hierarchy in the project register. The portfolio will be hidden in the project register.
If you have view permission only to a project, but do not have view permission to the programs and portfolio above that project, only then will that project you have access to, be shown in the project register as a standalone project.
If you have view permission to a portfolio, but not for the programs or projects below it, then that portfolio will be displayed as a standalone project in the project register.
If you have view permission to the program, but not for the portfolio above it or the projects below it, then that program will be displayed as a standalone project in the project register.
If you have view permission to a portfolio and the projects beneath the programs, but do not have permissions to view the programs, then the portfolio and projects will be shown as a hierarchy in the project register. The hierarchy will be of two levels; portfolio and projects underneath it.
2 b. When the portfolio level is not activated (i.e. only programs and projects are available):
...
Yes, you can export the portfolio view to an Excel sheet by clicking on the ‘Export data to Excel’ icon.
2. Update Update Primary Strategy from Linkage object when an action is linked to the project
...
Once you update the primary strategy in the Linkage object, the system will automatically update the strategy of the action which is linked to the project.
...
3. Monitor the performance of risk treatment actions
The existing logic of the risk treatment action performance in the Project Hub and My Quick Update > Risk Actions, has been enhanced; allowing you to track and monitor the performance of risk treatment actions based on pre-defined progress thresholds.
Performance indicator colour codes
The performance of a risk action is now denoted by either one of the four colour coded performance categories, ‘On Track’, ‘Off Track’, ‘Monitor’, and ‘Not Applicable’.
On Track (green) – Indicates that the completion % of the risk action is on track.
Monitor (amber) – Indicates that the completion % of the risk action requires close monitoring to get the risk action back on track.
Off Track (red) – Indicates that the completion % of the action is off track.
N/A (grey) – Indicates that the performance of the action cannot be calculated.
Performance Calculations
When the action's status is ‘Completed’, the performance would always be set to ‘On Track’.
When the action's status is either ‘Deferred’ or ‘Ongoing’, the performance would always be set to ‘N/A’.
When an action has the status ‘Not Started’ or ‘In Progress’, the performance will be calculated as below:
Performance = (Actual Percent Complete / Target Percent Complete) * 100
| Info |
|---|
Notes:
Target = [(Current System Date - Action Start Date) / (Action End Date - Action Start Date)] * 100% Example: If the duration of the action is two months, at the end of the first month, the performance target will be calculated to be 50%. |
Performance Thresholds
The performance thresholds will have the following default values.
On Track: >= 90
Off Track: < 70
Monitor: Less than 90 and greater than or equal to 70
You can change the threshold values under the Progress Calculation page, accessed under, Framework > Project Settings > Progress Calculation.
Display Performance RAG/Colour
The system will display the colour of the risk action progress bar in Project Hub > Risks > Risk Actions and My Quick Update > Risk Actions based on their performance value and threshold values configured.
| Info |
|---|
Notes:
|
...
Configure performance indicator field in risk treatment action grid within risk assessments
You can configure the performance indicator field in the risk treatment action grid within risk assessments in the Risk Actions tab, accessed via Framework > Project Settings > Risk Assessment > Field Configuration > Risk Actions tab.
Visible in Risk Action Details –This will show the performance indicator in the details page, accessed by clicking on the action title via the action grid within Risk Assessments, Project Hub and Quick Update.
Visible in Risk Action Grid –This will show the performance indicator in the action grid in risk assessments.
Visible in Action Details in Quick Update –This will show the performance indicator in the action grid’s expanded view, under Quick Update > My Risk Actions.
...