Introduction
The Project Portfolio provides visibility, access and supporting data relating to projects where you are either a stakeholder, or you have been assigned the Project Portfolio Manager role. The views include a list of Projects with high level details and progress, overviews of current portfolio tasks and risks as well as groupings based on Tags or Favourite flags .
Projects where you are not the Project Manager, a Stakeholder or if you do not have the project portfolio manager role, will not be available to you from this view.
Views
Hornbill provides various views of the projects in your portfolio, and these are detailed below.
My Projects can be viewed in either list or card layout, and you can toggle between each view using the icon
- Filter the displayed projects by searching on the project names, by project status or project owner
- Select which columns to display and the order in which they appear in using the Cog icon.
- Raise new projects by using the + icon
My Projects (List View)
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- The Name of the Project is a mandatory field for each project. This may be a descriptive name or in some cases project managers like to have code names for their projects
- This is the name of the person who is managing the project.
- By using a combination of the Type option in Administration and a BPM workflow, different types of Projects can be defined
- Presents the name of the person that last provided an update to the details of the project
- The date when the project was last updated
- This displays the name of the milestone that is currently being worked toward. The percentage complete can be set manually against each Milestone or it can be a collective of the status of the activities that are planned to achieve this milestone
- Displays the status of the entire project
- Displays the Scheduled start date for the project
- Displays the Scheduled end date for the project
- Displays the Actual start date for the project
- Displays the actual end date for the project
- Displays the tags that the project has been marked with
- Add or move your projects on boards from the Hornbill Board Manager application (more functionality to make use of this will follow)
- Mark your favourite projects (more functionality to make use of this will follow)
Filters
- Search - Filter the displayed projects based on project name
- Status - Filter the displayed projects by project status
- Project Manager - Filter the displayed projects by project manager
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My Projects (Card View)
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- The Name of the Project is a mandatory field for each project. This may be a descriptive name or in some cases project managers like to have code names for their projects
- This displays the name of the milestone that is currently being worked toward. The percentage complete can be set manually against each Milestone or it can be a collective of the status of the activities that are planned to achieve this milestone
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My Projects (Gantt View)
The Project Gantt View provides a Gantt view of all projects you are a member of or have the rights to view.
Filters
- Search - Filter the displayed projects based on project name
- Status - Filter the displayed projects by project status
- Project Manager - Filter the displayed projects by project manager
- Date Range - Filter the displayed projects by date range, the default view shows a three month outlook.
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My Project Tasks
The Project Tasks tab provides a quick overview of the current tasks of all the projects that you are involved in as a stakeholder where you are the owner or assignee. At a glance, action project tasks accordingly.
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- The Name of the Task
- The current status of the Task
- The Due Date of the Task. If the task is overdue, it will be highlighted in red text.
- The current progress of the task.
- The project the task is related to. Clicking on the project name will open the selected project.
- The project manager for the project the task exists against
- The status of the project the task exists against
Filters
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- Search for a particular Task
- Filter on the following Task Statuses - Active, Completed, Cancelled
- Filter the list of tasks based on the status of the project, including the following statuses - Draft, Active, Completed, Cancelled.
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My Project Risks
The Project Risks tab provides a quick overview of the current risks of all the projects that you are involved in as a stakeholder. At a glance identify which projects are most at risk so the appropriate action can be taken, or where common risks exist across your Project portfolio.
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- The Name of the Risk
- The current status of the Risk, use the drop down option to change the Risk Status
- The Impact level of the Risk. Use the drop down option to change the impact of the Risk. Changing the Impact level will re-calculate the risk weighting value.
- The probability level of the Risk. Use the drop down option to change the probability of the Risk. Changing the probability level will re-calculate the risk weighting value
- The risk weighting, based on the combination of the risk impact and probability (configured by the risk matrix)
- Which project the risk exists against
- The project manager for the project the risk exists against
- The status of the project the risk exists against
Filters
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- Search for a particular Risk
- Filter on the following Risk Statuses - Confirmed, Mitigated, No Impact, Potential Problem
- Filter the list of risks based on the following weighting levels - less then or equal to 33%, greater than 33% and less than 66%, and greater than 66%.
- Filter the list of risks based on the status of the project, including the following statuses - Draft, Active, Completed, Cancelled.
- Filter the list of risks based on projects assigned to a specific project manager
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Favourites
A List of projects which you have marked as your favourites.
- Filter the displayed projects by searching on the project names
- Select which columns to display and the order in which they appear in using the Cog icon.
- Raise new projects by using the + icon
-
- The Name of the Project is a mandatory field for each project. This may be a descriptive name or in some cases project managers like to have code names for their projects
- This is the name of the person who is managing the project.
- By using a combination of the Type option in Administration and a BPM workflow, different types of Projects can be defined
- Presents the name of the person that last provided an update to the details of the project
- The date when the project was last updated
- This displays the name of the milestone that is currently being worked toward. The percentage complete can be set manually against each Milestone or it can be a collective of the status of the activities that are planned to achieve this milestone
- Displays the status of the entire project
- Displays the Scheduled start date for the project
- Displays the Scheduled end date for the project
- Displays the Actual start date for the project
- Displays the actual end date for the project
- Displays the tags that the project has been marked with
- Add or move your projects on boards from the Hornbill Board Manager application (more functionality to make use of this will follow)
- Mark your favourite projects (more functionality to make use of this will follow)
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Tags (Cloud View)
Project Tags for all projects that you have access to, displayed in a tag cloud. The bigger the tag, the more projects carry that tag.
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Tags (List View)
Project Tags for all projects that you have access to, displayed in a list. Clicking on each tag will bring up a list of projects that the selected tag is associated to.
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