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Portfolio dossier

Portfolio dossier enables you to create ad-hoc reports that help you analyze portfolios and allows you to drill down to the individual projects. Portfolios are a collection of related projects that are aimed towards a common business objective. Using this dossier, you can analyze parameters, such as health of a portfolio, costs associated with projects, benefits, risks, status, and so on.

The following data sets are combined together to create the Portfolio iCube:

Attributes

ClosedExpand this link to view the list of attributes used in the Portfolio dossier.

ITPA_Portfolio

Attributes Description
Portfolio Collection of related projects with a common business objective
Portfolio Category Denotes the business objective of a portfolio
Portfolio Code Unique identifier to identify a portfolioasdfjjhjjj
Portfolio Cost Variance Color

Displays colors to depict cost variance. Red color indicates that immediate attention is required. Amber indicates the presence of a risk, which is not yet a problem, and Green indicates that it is on track
Portfolio Effort Variance Color Displays colors to depict effort variance. Red indicates that immediate attention is required. Amber indicates the presence of a risk, which is not yet a problem, and Green indicates that it is on track
Portfolio Finish Date Date when the portfolio completed
Portfolio Goal Alignment Indicates if the portfolio is aligned to the overall goal of the business. Includes values, such as High, Medium, and Low.
Portfolio Innovation Level Specifies the level of innovation achieved through a portfolio and its related projects. Includes values, such as High, Medium, and Low.
Portfolio Manager Resource who is responsible to manage the portfolio
Portfolio Overall Health Indicates through colors the overall health of a portfolio.
Portfolio Probability of Success Indicates whether the portfolio is on track to achieve success. Indicates through values, such as High. Medium, or Low.
Portfolio Risk Provides the risk, such as Low, Medium, High, to complete a portfolio
Portfolio Schedule Variance Color

Displays colors to depict schedule variance. Red color indicates that immediate attention is required. Amber indicates the presence of a risk, which is not yet a problem, and Green indicates that it is on track
Portfolio Stakeholder Resources who are involved in specific portfolios and interested in the outcome of the portfolio
Portfolio Start Date Date when the portfolio started

ITPA_Portfolio YTD

Attributes Description
Portfolio Collection of related projects with a common business objective
Portfolio Category (Source) Denotes the business objective of a portfolio
Portfolio Code Unique identifier to identify a portfolio
Portfolio Finish Date Date when the portfolio completed
Portfolio Goal Alignment Indicates if the portfolio is aligned to the overall goal of the business. Includes values, such as High, Medium, and Low.
Portfolio Innovation Level Specifies the level of innovation achieved through a portfolio and its related projects. Includes values, such as High, Medium, and Low.
Portfolio Manager Resource who is responsible to manage the portfolio
Portfolio Overall Health Indicates through colors the overall health of a portfolio.
Portfolio Probability of Success Indicates whether the portfolio is on track to achieve success. Indicates through values, such as High. Medium, or Low.
Portfolio Risk Provides the risk, such as Low, Medium, High, to complete a portfolio
Portfolio Stakeholder Resources who are involved in specific portfolios and interested in the outcome of the portfolio
Portfolio Start Date Date when the portfolio started

Metrics

ClosedExpand this link to view the list of metrics used in the Portfolio dossier.

ITPA_Portfolio

Metric Name Description Formula Expected Value
Benefits Target Target amount that the organization is striving to achieve Sum ([Benefits Target]) 0 or >0
Capital Cost Target Total amount of capital cost that the organization is allowed to incur Sum ([Capital Cost Target]) 0 or >0
Cost Variance The difference between actual cost and the planned cost of the portfolio [Project Actual Cost] - [Project Planned Cost]

<0, 0, or >0.

0 or <0 is ideal
Cost Variance % The percentage difference between the actual and planned costs of a portfolio ([Total Actual Cost] - [Total Planned Cost]) /[Total Planned Cost] 0% to 100%
Demand Actual Cost Total actual cost for all demands associated with a portfolio Sum ([Demand Actual Cost]) 0 or >0
Demand Planned Cost The estimate of cost for Demands Sum ([Demand Planned Cost]) 0 or >0
No. of Green Portfolios Total number of portfolios whose overall health is in green Count ([No. of Portfolios]) where Portfolio Overall Health = GREEN 0 or >0, higher value is ideal
No. of Portfolios Total number of portfolios Count ([No. of Portfolios]) 0 or >0
Operating Cost Target Total amount of operating cost that the organization is allowed to incur Sum ([Operating Cost Target]) 0 or >0
Others Actual Cost Total amount spent towards miscellaneous costs other than the Project actual and Demand actual costs Sum ([Others Actual Cost]) 0 or >0
Others Planned Cost Total amount planned towards miscellaneous costs other than the Project planned and Demand planned costs Sum ([Others Planned Cost]) 0 or >0
Portfolio Good Health Ratio Percentage of green portfolios as compared to the total number of portfolios [No. of Green Portfolios] / [No. of Portfolios] 0% to 100%, closer to 100% is ideal
Project Actual Cost Actual amount spent on the project Sum ([Project Actual Cost]) 0 or >0
Project Planned Cost The estimate of cost for a Project. This could be updated as the project progresses Sum ([Project Planned Cost]) 0 or >0
Resources Target Total amount that the organization is allowed to spend on its resources Sum ([Resources Target]) 0 or >0
Target Variance % The percentage difference between the Total Actual Cost and the Total Cost Target of a portfolio ([Total Actual Cost] - [Total Cost Target]) / [Total Cost Target] 0 or >0
Total Actual Cost Total actual cost of all projects associated with a portfolio ([Others Actual Cost] + [Project Actual Cost]) + [Demand Actual Cost] 0 or >0
Total Cost Target Total amount that the organization is allowed to incur including capital and operational costs [Operating Cost Target] + [Capital Cost Target] 0 or >0
Total Planned Cost The estimate of cost, which includes project cost, demand cost, and other costs ([Project Planned Cost] + [Demand Planned Cost]) + [Others Planned Cost] 0 or >0

ITPA_Portfolio YTD

Metric Name Description Formula Expected Value
YTD Cost Variance The difference between actual cost and earned value. Earned Value is the planned cost of the total amount of work scheduled to be performed within a milestone date or as on a specific date [YTD Portfolio Actual Cost] - [YTD Portfolio Planned Cost]

<0, 0, or >0.

0 or <0 is ideal
YTD Demand Planned Cost The estimate of cost for Demands Sum ([YTD Demand Planned Cost]) 0 or >0
YTD Others Planned Cost Total amount planned towards miscellaneous costs other than the Project planned and Demand planned costs YTD Portfolio Planned Cost - (YTD Demand Planned Cost + YTD Project Planned Cost) 0 or >0
YTD Portfolio Actual Cost Actual amount spent on the portfolio Sum ([Portfolio Actual Cost]) where Year To Date is set to Y 0 or >0
YTD Portfolio Planned Cost The estimate of cost for a Portfolio. This could be updated as the portfolio progresses Sum ([Portfolio Planned Cost]) where Year To Date flag is set to Y 0 or >0
YTD Project Actual Cost Actual amount spent on the project Sum ([YTD Project Actual Cost]) 0 or >0
YTD Project Planned Cost The estimate of cost for a Project. This could be updated as the project progresses Sum ([YTD Project Planned Cost]) 0 or >0

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