How to define and track Objective Achievement at the Portfolio level

Note

To define and track Objective Achievement at the Portfolio level, the following options need to be set in the Strategy Definition dialog box.

  • The "Which objects will contribute to the objectives?" option needs to be set at least to "Portfolio".

  • If the "Which objects will contribute to the objectives?" option is set to "Portfolio", the "Will you track Project Objective Achievement?" option needs to be set to "Yes".

  • If the "Which objects will contribute to the objectives?" option is set to "Portfolio" as well as "Project", the "How will you track Objective Achievement?" option needs to be set to:

    • "At Project level" – The Portfolio Current and Target values will be automatically consolidated from the Project values.

    • or "At Portfolio level" – There will be no Current and Target values at the Project level; tracking will be available exclusively at the Portfolio level.

As a Strategy Manager

  1. Log in to the HTML5 client.

  2. Select the Objectives workspace, Portfolio Folders sub-tab.

  3. If the "At Portfolio level" option is selected:

    1. Click on the EDIT button of the Current tile to open the Track Values popup.

    2. Enter some Target and Current values.

    3. Click on the CLOSE button.

  4. If the "At Project level" option is selected:

    1. Click on the DETAILS button of the Current tile to open the Track Values popup.

    2. The Target and Current values are read-only as they are consolidated from the project values.

    3. Click on the CLOSE button.

As a Portfolio Manager

  1. Log in to the HTML5 client.

  2. Select the Portfolio Center workspace, Objectives tab.

  3. Select a Portfolio Folder in the selector.

  4. If the "At Portfolio level" option is selected:

    1. Click on the EDIT button of the Current tile to open the Track Values popup.

    2. Enter some Target and Current values.

    3. Click on the CLOSE button.

  5. If the "At Project level" option is selected:

    1. Click on the DETAILS button of the Current tile to open the Track Values popup.

    2. The Target and Current values are read-only as they are consolidated from the project values.

    3. Click on the CLOSE button.