Introduction
The Project Portfolio provides access to projects and risks relating to projects that you are a stakeholder in, or if you are assigned the Project Portfolio Manager role. This includes a list of Projects with high level details and progress of these, reports and an overview of current risks. Projects where you are not either the Project Manager, Stakeholder or if you do not have the project portfolio manager role, will not be available from this view.
Views
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
- 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 is in 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
- Mark your favourite projects (more functionality to make use of this will follow)
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
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.
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.
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