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.
- Raise new projects by using the + icon
My Projects
List ViewProjects are displayed in a list. The column order can be adjusted on a per user basis by selecting and dragging columns into position. Clicking the cog on the right hand side opens a popup window which allows each user to customise the view in terms of which columns are visible and are shown in what order, depending on their preference.
Available Columns-
- 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 sub status of the 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
- This is the name of the user assigned the project sponsor
- Displays the tags that the project has been marked with
- Custom fields that have been added to a project. Long text fields (Custom B) are not available
- 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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- 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
The Project Gantt View provides a Gantt view of all projects you are a member of or have the rights to view.
- Scheduled Project dates appear in yellow
- Actual Project dates appear in blue
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.
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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My Favourite Projects
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
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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)
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Project Boards
Create and Manage Boards on your Portfolio view. Add Project and Project Task Cards, as well as other Hornbill entity cards as required.
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Projects by Tags
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.
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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