The Portfolio Project Details dialog box displays the Project Objectives belonging to the selected Portfolio Folder and contributing to the same Objective.
The header provides the Key information regarding the Objective:
Name | Indicates the name of the Objective. |
Description | Gives the description of the Objective. |
Final Weight | Indicates the final weight of the Objective, which is calculated as the average value of the weights of the Objective’s tree branch, taking into account all the parents of the Objective. |
Manager 1 | Indicates the person in charge of the Objective. |
KPI | Indicates the Name of the KPI. |
KPI Target | Indicates the value needed to be reached for the Objective to be considered as completed. |
Current | Indicates the Current value of the KPI. |
Health | Provides the Objective's Health indicator. |
Workflow State | Indicates the Objective Workflow State. |
When accessing the Portfolio Project Details dialog box from the Portfolio Center workspace, Objectives view, the Portfolio KPI Target and the Portfolio Current values will be displayed.
Each attached project is represented in the form of a card that provides the following information and tools:
Project Information section | |
Nature | Indicates the Nature of the project. |
Workflow State | Indicates the Workflow State of the project. |
Name | Indicates the Name of the project. Upon clicking on it, the corresponding Project Brief dialog box is displayed. |
Manager | Indicates the person in charge of the project. |
Completion | Indicates the number of days before or beyond the project’s Finish date. |
Labor Effort & Cost | Indicates the project’s Total Effort and Total Cost. |
Health Score | Indicates the project’s Health Score. Upon clicking on it, the Health Score Details popup is displayed. |
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.
In addition, the following tools are provided in the upper right corner of the card:
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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