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ca Intellicenter 
Portfolio Management: 
Building a Better Portfolio 
Mindy Calderon 
Senior Instructor, North America 
CA...
Abstract 
 Organizational initiatives require a portfolio of 
investment objects to make them a reality. We will 
demonst...
Agenda 
WHAT IS PORTFOLIO MANAGEMENT 
BUILD A PORTFOLIO 
ANALYZE A PORTFOLIO 
CREATE, ANALYZE AND COMMUNICATE PORTFOLIO PL...
Summary 
A Few Words to Describe Portfolio Management 
Results 
Portfolio Management is the process of deciding which inve...
Portfolio Components 
 Portfolios 
– Configurable and process-enabled. Sync 
updates based on user preference 
 Plans 
–...
Portfolio Definitions 
6 © 2014 CA. ALL RIGHTS RESERVED.
Build a Portfolio
Populate Portfolio Parameters 
 When you create a portfolio, you establish 
– Dates 
– Financial targets for the distribu...
Analyze a Portfolio
Analyze a Portfolio 
 The portfolio target costs and benefits are distributed evenly 
between the start and finish dates ...
Create, Analyze and Communicate Plans
Create, Analyze and Communicate Plans 
 Plans are “what-if?” tests to evaluate and fine-tune possible 
portfolio updates ...
Best Practices
Best Practices 
 Develop discrete portfolios by comparing similar investments 
 Use power filters to define content 
 E...
Best Practices 
 Synchronize portfolios on a regular basis (Reality) 
 Create portfolio specific Waterlines view 
15 © 2...
For More Information 
Insert appropriate screenshot and text overlay 
from following “More Info Graphics” slide here; 
Man...
For Informational Purposes Only 
Terms of this Presentation 
© 2014 CA. All rights reserved. All trademarks referenced her...
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Portfolio Management: Building a Better Portfolio

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Organizational initiatives require a portfolio of investment objects to make them a reality. See how to define and maintain portfolios to create a detailed inventory of your investments in CA Project & Portfolio Management (CA PPM).

For more information on Management Cloud solutions from CA Technologies, please visit: http://bit.ly/1wEnPhz

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Portfolio Management: Building a Better Portfolio

  1. 1. ca Intellicenter Portfolio Management: Building a Better Portfolio Mindy Calderon Senior Instructor, North America CA Technologies ICX05E #CAWorld
  2. 2. Abstract  Organizational initiatives require a portfolio of investment objects to make them a reality. We will demonstrate how to define and maintain portfolios to create a detailed inventory of your investments in CA Project and Portfolio Management. Mindy Calderon CA Technologies Senior Instructor 2 © 2014 CA. ALL RIGHTS RESERVED.
  3. 3. Agenda WHAT IS PORTFOLIO MANAGEMENT BUILD A PORTFOLIO ANALYZE A PORTFOLIO CREATE, ANALYZE AND COMMUNICATE PORTFOLIO PLANS 1 2 3 4 3 © 2014 CA. ALL RIGHTS RESERVED.
  4. 4. Summary A Few Words to Describe Portfolio Management Results Portfolio Management is the process of deciding which investments to start, continue, discontinue or postpone Managing an entire portfolio enables you to measure overall financial effectiveness, optimize resource allocation, review inefficient projects and eliminate redundant efforts You can create a detailed inventory of all your projects, applications, assets, products, ideas and other investments 4 © 2014 CA. ALL RIGHTS RESERVED.
  5. 5. Portfolio Components  Portfolios – Configurable and process-enabled. Sync updates based on user preference  Plans – Configurable, and process-enabled. Modify plans and save as versions  Targets – Set and distribute cost, benefit, and resource targets by time period  Waterlines 5 © 2014 CA. ALL RIGHTS RESERVED. – Drag & drop for investment ranking – Use quick-view gauges for high-level financial and capacity planning  Dashboards, Portlets, Reports – Analyze portfolios with configurable dashboards and portlets – Collaborate with stakeholders using OOTB reports
  6. 6. Portfolio Definitions 6 © 2014 CA. ALL RIGHTS RESERVED.
  7. 7. Build a Portfolio
  8. 8. Populate Portfolio Parameters  When you create a portfolio, you establish – Dates – Financial targets for the distribution of your organizational budgets – Investments to be added DEMO 8 © 2014 CA. ALL RIGHTS RESERVED.
  9. 9. Analyze a Portfolio
  10. 10. Analyze a Portfolio  The portfolio target costs and benefits are distributed evenly between the start and finish dates of the portfolio. — To update a period value, click inside its time frame — Analyze the targets to see if you are going over or under the financial limits DEMO 10 © 2014 CA. ALL RIGHTS RESERVED.
  11. 11. Create, Analyze and Communicate Plans
  12. 12. Create, Analyze and Communicate Plans  Plans are “what-if?” tests to evaluate and fine-tune possible portfolio updates that are required to meet portfolio targets: – Ranking Rules:  Change primary constraint  Change ranking attributes ( 700 possible – 240 defaulted): – Approved, Required, Alignment, Risk and ROI (non default) – Analyze aggregate constraint values and ranking rules (Waterlines View) – Scorecard, Analysis, Capacity and Financials portlets – Three (3) communication reports DEMO 12 © 2014 CA. ALL RIGHTS RESERVED.
  13. 13. Best Practices
  14. 14. Best Practices  Develop discrete portfolios by comparing similar investments  Use power filters to define content  Establish investment prioritization teams according to portfolio – Ranking attributes need to have values populated on all investments  Align with investment models for executive leadership teams and steering committees 14 © 2014 CA. ALL RIGHTS RESERVED.
  15. 15. Best Practices  Synchronize portfolios on a regular basis (Reality)  Create portfolio specific Waterlines view 15 © 2014 CA. ALL RIGHTS RESERVED.
  16. 16. For More Information Insert appropriate screenshot and text overlay from following “More Info Graphics” slide here; Management Cloud ensure it links to correct page To learn more about Management Cloud, please visit: http://bit.ly/1wEnPhz 16 © 2014 CA. ALL RIGHTS RESERVED.
  17. 17. For Informational Purposes Only Terms of this Presentation © 2014 CA. All rights reserved. All trademarks referenced herein belong to their respective companies. This presentation provided at CA World 2014 is intended for information purposes only and does not form any type of warranty. Some of the specific slides with customer references relate to customer's specific use and experience of CA products and solutions so actual results may vary. 17 © 2014 CA. ALL RIGHTS RESERVED.

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