The Portfolio Center workspace, Objectives tab allows the user to review and manage both Portfolio Objectives and Project Objectives for projects belonging to the selected Portfolio Folder.
The Portfolio Objectives view allows the user to review and manage the selected Portfolio Folder Objectives.
This view is only available if the Strategy Execution option has been activated at the Portfolio level in the Strategy Definition dialog box (accessible from the Strategy workspace).
The chart displays for each Objective the evolution of the completion % (i.e., the ratio between the Current and Target values).
The available time frame is driven by the Changelogs dates.
The Portfolio Objectives list provides a list of Objectives the selected Portfolio Folder contributes to.
Each Objective is represented in the form of a card which provides the following information:
The Objective Health indicator's colors are defined by the Administrator in the System Settings workspace, General Settings folder, Colored Indicators tab, Objective Health Preferences.
The following tools are also available:
Attach Objective | Provides access to the following commands:
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Enable Filters | Opens the Filters popup. | |
Show Completed | Allows the user to display or hide Portfolio Objectives that have been marked as Completed. | |
Notes | Indicates whether or not there are new notes, and opens the Notes dialog box. | |
More | Provides access to the following commands:
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Upon clicking on the Filters () button located in the toolbar, the Filters popup is displayed.
On the right-hand side of the popup, a list of the filter categories is displayed (the categories may differ depending on the tab selected). When one of the categories has at least one active filter, a blue icon () is displayed next to it.
Portfolio section | ||
Managed By | Allows the user to only display Portfolio Folders whose Manager 1 has been selected from the User list. | |
Health Score ≥ | Allows the user to display only Portfolio Folders whose Health Score is higher than or equal to the entered value. | |
Health Score ≤ | Allows the user to display only Portfolio Folders whose Health Score is below or equal to the entered value. | |
Objective section | ||
Good | Allows the user to display only Portfolio Objectives whose health indicator is “Good”. | |
Must Improve | Allows the user to display only Portfolio Objectives whose health indicator is “Must Improve”. | |
Not Good | Allows the user to display only Portfolio Objectives whose health indicator is “Not Good”. |
The user can access the legend of the colored indicators by clicking on the Legend () button located in the bottom right corner of the view.
The Objective Health indicator's colors are defined by the Administrator in the System Settings workspace, General Settings folder, Colored Indicators tab, Objective Health Preferences.
The Project Objectives view allows the user to understand the progress and the health of the projects belonging to the selected Portfolio Folder.
This view is only available if the Strategy Alignment or the Strategy Execution have been activated at the project level in the Strategy Definition dialog box (accessible from the Strategy workspace).
The Charts section provides a series of pie charts allowing the user to review the distribution of the project Objectives as follows:
Objectives by Objective Health – Indicates the number of project Objectives per Objective Health ("Good", "Must Improve", and "Not Good").
Objectives by KPI Unit – Indicates the number of project Objectives per KPI Unit ("Cost", "Decimal", and "Percentage").
Objectives by Alignment Level – Indicates the number of project Objectives per Alignment level.
Upon clicking on one of the pie chart slices, the projects list is automatically filtered accordingly. The user can reset the filters by using the Active Filters button.
The Project Objectives list provides the list of Objectives the projects belonging to the selected Portfolio Folder contribute to. The Objectives are sorted by projects.
Above the list, the following tools are available:
Attach Objective | Provides access to the following commands:
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Enable Filters | Provides access to the Filters popup. | |
Show Completed | Allows the user to display or hide Project Objectives that have been marked as Completed. |
At each project level, the following tools are available:
Attach Objective | Provides access to the following commands:
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Focus | Opens the corresponding project Focus Mode full screen view, Home tab, Objectives sub-tab. |
Each project Objective is represented in the form of a card with the following information:
Objective Information section | |
Name | Indicates the name of the Objective. Upon clicking on it, the Objective Brief dialog box is displayed. |
Workflow | Indicates the Objective Workflow State. |
Parent | Indicates the name of the Objective to which the current Objective is hierarchically attached. |
KPI | Indicates the Name of the KPI. |
Manager 1 | Indicates the person in charge of the Objective. |
Alignment tile | |
The Alignment tile display differs depending on the options selected in the Strategy Definition dialog box. | |
When the Strategy Alignment feature is deactivated, the Alignment tile is not displayed. | |
When the Strategy Alignment is enabled and the “Project Management” option is set to “Manual”, the Alignment tile displays the following information:
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Current tile | |
The Current tile display differs depending on the options selected in the Strategy Definition dialog box. | |
When there is no tracking feature, the Completed indicator will be displayed. It allows the user to mark and unmark the Project Objective as completed by clicking on the Checkmark icon. | |
When the tracking is made at the Project level, the Current tile displays the following information:
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When the tracking is made at the Project level but the user is not enabled to edit the tracking information, the Current tile displays the following information:
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The “Enabled User Roles for Project Objective Target and Current Modification” setting, available in the System Settings workspace, Strategy and Benefits Settings folder, defines which users can edit information in the Current tile.
Upon clicking on the Filters () button located in the toolbar, the Filters popup is displayed.
On the right-hand side of the popup, a list of the filter categories is displayed (the categories may differ depending on the tab selected). When one of the categories has at least one active filter, a blue icon () is displayed next to it.
At the bottom of the panel, the Reset button is displayed, allowing the user to clear all the filtering fields at once.
The user can access the legend of the colored indicators by clicking on the Legend () button located in the bottom right corner of the view.
The Objective Health indicator's colors are defined by the Administrator in the System Settings workspace, General Settings folder, Colored Indicators tab, Objective Health Preferences.