This document provides an overview of Digité's Project Portfolio Management training module. The training is designed for executives who will use Digité to measure portfolio performance, prioritize projects, and guide organizational growth strategies. The training covers how to define objectives and parameters, build templates, define score charts and analysis maps, generate resource planning reports, and analyze portfolio performance across cycles using dashboards. The overall goals are to help participants understand project portfolio management concepts in Digité and learn how to set up and analyze portfolios.
Portfolio Analysis is the gist of portfolio management. To maximize the portfolio value, the configuration and project selection need mindful consideration.
Anatomy of a Methodology: To introduce structure into a structure. Please do let me know if you want a copy. I have a write up that is more detailed. You may write to me at saumya _ ganguly (at) gmail (dot) com
Portfolio Analysis is the gist of portfolio management. To maximize the portfolio value, the configuration and project selection need mindful consideration.
Anatomy of a Methodology: To introduce structure into a structure. Please do let me know if you want a copy. I have a write up that is more detailed. You may write to me at saumya _ ganguly (at) gmail (dot) com
Portfolio Management Processes Flow in English - 3rd EditionRicardo Viana Vargas
The processes are separated into colors according to knowledge areas and process groups. Based on The Standard for Portfolio Management — Third Edition. Developed under permission from Project Management Institute.
Technology Multipliers PPM solutions help optimize the value of your project portfolio and increase pipeline productivity. Our solutions utilize ProModel's project and portfolio simulation tools and Microsoft's project management tools. This Technology Multipliers webinar provides a comprehensive overview of project portfolio management concepts, process, and keys to success for technology companies.
Research has shown that top performing organizations that practice project portfolio management (PPM) and IT Governance have a 40% greater return on IT investments than their competitors. During this presentation the speaker will cover tips and techniques such as:
•Portfolio Optimization practices that work
•How to categorize your PPM inventory
•Understanding the difference between project reviews and portfolio management reviews
•How should risk management impact your PPM environment
•What Top 3 soft skills must PPM managers develop
•RACI for PPM Governance
To learn more: http://developingaculturethatworks.com/
World Class organizations capture workload distribution across multiple project and programs to identify capacity gaps and review the most efficient process for managing capacity. During this webinar I will discuss how to:
• Create a pull resource planning process
• Develop a systematic capacity process
• Implemented a principles resource center decision framework
To learn more: http://developingaculturethatworks.com/
Key Questions and Ideas this presentation addresses:
· How to manage a Portfolio if you don't have a PMO?
· How to say no to a project request?
· Portfolio Governance
· How to setup a portfolio management office?
· How to engage the business or practice groups?
· How to develop a mature portfolio practice?
· What are the steps for setting up a PPM capability?
KPI Lab is founded in 2006. The company is fully focused on the development of innovative software platform KPI Suite, designed to create MIS for Organisational Performance Monitoring and Data Collection and Monitoring MIS are also develop Case centers for the employees' joint work.
RubricRubric for Assignment 5a- MetricsMaxYour PointsCommentsTop.docxtoddr4
RubricRubric for Assignment 5a- MetricsMaxYour
PointsCommentsTop 3Top 2 for each category 1 and why selected20Top 2 for each category 2 and why selected20Top 2 for each category 3 and why selected20Target Values for 6 Metrics years 1-320Clear Units5Top 6 Metrics Steps to Achieve10Grammar - Organization - Spelling5Late Total 100095Consider that you are starting a PMO in your company using the previously developed PMO Charter. Starting on Page 86 in Gerard Hill’s book, list the top 2 metrics that would apply best to your company in each of the three categories: Process Management and Improvement Metrics, Project Performance Metrics, and Business Management Metrics and why you are selecting them. You should tie the selection of metrics to the needs analysis you completed in Unit 4 for your company. (PRJ-60)Submit a Word Doc and Table with the two metrics under each of the three categories. (Total of 6 metrics should be on the table.)In the same Word Doc, list the top 6 metrics above for your company PMO that you wrote your charter on, explain why you selected the six based on your needs analysis completed in Unit 4 and denote their target values for year 1, year 2 and year 3. Display the units clearly for you metrics. For each metric of the top 6 use at least 75 words per metric that would describe any specific steps you would need take to in your company to achieve your targets for each metric.
MetricsProcess Management and Improvement MetricsProcess Management Methodology ProcessesTechnical ProcessesBusiness ProcessesResource Management ProcessesPMO Support ProcessesProject Performance MetricsBudgetScheduleResource ManagementRisk ManagementQuality AssuranceBusiness Management MetricsContract and Agreement MetricsCustomer Satisfaction MetricsProject Portfolio Management MetricsFinancial Metrics
STAT200 Introduction to Statistics
Assignment #1: Statistics Data Analysis Plan
Assignment #1: Prepare Descriptive Statistics Data Analysis Plan
Before conducting any statistical analyses, researchers develop a plan for how they will analyze their data to answer their research questions. The purpose of this assignment is to provide experience developing and executing a descriptive statistics analysis plan using real world data to answer a practical question.
Note: This first assignment develops and executes a preliminary plan using a subset of the data to create tables and graphs to address the assigned task. The second assignment will involve carrying out the plan in greater detail, after receiving in class feedback from your instructor.
Assignment Steps:
Step #1: Understanding the task to be addressed:
You are interviewing for a new job as a Financial Advisor and have been asked to perform the following task:
Using the provided real world data determine the budgetary expenditures for groceries (food) your client should anticipate, assuming your client has the following social/economical family profile.
In Assignment 2 you will have leeway in .
Automation Hub Best practices - using right KPIs to build a strong business c...Cristina Vidu
Wondering how to prioritize the most impactful ideas to increase your program’s ROI? Learn how to customize the assessments to:
Collect the right information from your business users
Compute the right KPIs relevant for the decision-making process
Accurately prioritize the automation opportunities pipeline
Confidently report to your stakeholders based on transparent and relevant evaluation
Target audience: CoE leads, Business Analysts, Business Process Owners
👩💻 Speaker: Teodora Hiritiu, Senior Product Manager - Automation Hub @UiPath
Watch Automation Hub Best Practices Session 2: Large scale roll-outs:
https://youtu.be/QH1XGH6aJOY
Portfolio Management Processes Flow in English - 3rd EditionRicardo Viana Vargas
The processes are separated into colors according to knowledge areas and process groups. Based on The Standard for Portfolio Management — Third Edition. Developed under permission from Project Management Institute.
Technology Multipliers PPM solutions help optimize the value of your project portfolio and increase pipeline productivity. Our solutions utilize ProModel's project and portfolio simulation tools and Microsoft's project management tools. This Technology Multipliers webinar provides a comprehensive overview of project portfolio management concepts, process, and keys to success for technology companies.
Research has shown that top performing organizations that practice project portfolio management (PPM) and IT Governance have a 40% greater return on IT investments than their competitors. During this presentation the speaker will cover tips and techniques such as:
•Portfolio Optimization practices that work
•How to categorize your PPM inventory
•Understanding the difference between project reviews and portfolio management reviews
•How should risk management impact your PPM environment
•What Top 3 soft skills must PPM managers develop
•RACI for PPM Governance
To learn more: http://developingaculturethatworks.com/
World Class organizations capture workload distribution across multiple project and programs to identify capacity gaps and review the most efficient process for managing capacity. During this webinar I will discuss how to:
• Create a pull resource planning process
• Develop a systematic capacity process
• Implemented a principles resource center decision framework
To learn more: http://developingaculturethatworks.com/
Key Questions and Ideas this presentation addresses:
· How to manage a Portfolio if you don't have a PMO?
· How to say no to a project request?
· Portfolio Governance
· How to setup a portfolio management office?
· How to engage the business or practice groups?
· How to develop a mature portfolio practice?
· What are the steps for setting up a PPM capability?
KPI Lab is founded in 2006. The company is fully focused on the development of innovative software platform KPI Suite, designed to create MIS for Organisational Performance Monitoring and Data Collection and Monitoring MIS are also develop Case centers for the employees' joint work.
RubricRubric for Assignment 5a- MetricsMaxYour PointsCommentsTop.docxtoddr4
RubricRubric for Assignment 5a- MetricsMaxYour
PointsCommentsTop 3Top 2 for each category 1 and why selected20Top 2 for each category 2 and why selected20Top 2 for each category 3 and why selected20Target Values for 6 Metrics years 1-320Clear Units5Top 6 Metrics Steps to Achieve10Grammar - Organization - Spelling5Late Total 100095Consider that you are starting a PMO in your company using the previously developed PMO Charter. Starting on Page 86 in Gerard Hill’s book, list the top 2 metrics that would apply best to your company in each of the three categories: Process Management and Improvement Metrics, Project Performance Metrics, and Business Management Metrics and why you are selecting them. You should tie the selection of metrics to the needs analysis you completed in Unit 4 for your company. (PRJ-60)Submit a Word Doc and Table with the two metrics under each of the three categories. (Total of 6 metrics should be on the table.)In the same Word Doc, list the top 6 metrics above for your company PMO that you wrote your charter on, explain why you selected the six based on your needs analysis completed in Unit 4 and denote their target values for year 1, year 2 and year 3. Display the units clearly for you metrics. For each metric of the top 6 use at least 75 words per metric that would describe any specific steps you would need take to in your company to achieve your targets for each metric.
MetricsProcess Management and Improvement MetricsProcess Management Methodology ProcessesTechnical ProcessesBusiness ProcessesResource Management ProcessesPMO Support ProcessesProject Performance MetricsBudgetScheduleResource ManagementRisk ManagementQuality AssuranceBusiness Management MetricsContract and Agreement MetricsCustomer Satisfaction MetricsProject Portfolio Management MetricsFinancial Metrics
STAT200 Introduction to Statistics
Assignment #1: Statistics Data Analysis Plan
Assignment #1: Prepare Descriptive Statistics Data Analysis Plan
Before conducting any statistical analyses, researchers develop a plan for how they will analyze their data to answer their research questions. The purpose of this assignment is to provide experience developing and executing a descriptive statistics analysis plan using real world data to answer a practical question.
Note: This first assignment develops and executes a preliminary plan using a subset of the data to create tables and graphs to address the assigned task. The second assignment will involve carrying out the plan in greater detail, after receiving in class feedback from your instructor.
Assignment Steps:
Step #1: Understanding the task to be addressed:
You are interviewing for a new job as a Financial Advisor and have been asked to perform the following task:
Using the provided real world data determine the budgetary expenditures for groceries (food) your client should anticipate, assuming your client has the following social/economical family profile.
In Assignment 2 you will have leeway in .
Automation Hub Best practices - using right KPIs to build a strong business c...Cristina Vidu
Wondering how to prioritize the most impactful ideas to increase your program’s ROI? Learn how to customize the assessments to:
Collect the right information from your business users
Compute the right KPIs relevant for the decision-making process
Accurately prioritize the automation opportunities pipeline
Confidently report to your stakeholders based on transparent and relevant evaluation
Target audience: CoE leads, Business Analysts, Business Process Owners
👩💻 Speaker: Teodora Hiritiu, Senior Product Manager - Automation Hub @UiPath
Watch Automation Hub Best Practices Session 2: Large scale roll-outs:
https://youtu.be/QH1XGH6aJOY
PMP Exam Flashcards common definitions 7th edition original v2.0Vinod Kumar, PMP®
The Project Management Professional (PMP) exam is quite hard. The exam consists of 200 multiple-choice questions in a period of only four hours. The questions are written for a high difficulty level and are designed to test your understanding of the subjects and the ability to problem solve in real life.
Flashcards are small note cards used for testing and improving memory through practiced information retrieval.
Hence, I have captured 342 of the most important common definitions around Project Management in the Microsoft PowerPoint Presentation format aligned with the NEW 2021 PMP Exam and the PMBOK Guide, it will be very useful while you are preparing for your PMP exam to understand the concepts and no need to memorize anymore, also you can quickly review during your free time.
At doubt you can easily do a quick search for the required Common Definition.
All the very best for your PMP Examination!
3 ways to sync up Development and Operations' dependenciesDigite, Inc.
Bringing visibility to dependencies between teams is key. This webinar looks at three ways to do just that. Because different teams have their own rhythm and rhyme, it's useful to look at options for discovering the one right for you.
Watch this informative webinar by Dominica DeGrandis, recognized expert in the application of Lean and Kanban in IT/ DevOps - and get your DevOps teams to work better! Invite your business colleagues to collaboratively use Kanban for improving throughput, quality and other business benefits throughout the enterprise.
For more details visit: http://www.swift-kanban.com
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Event Report - SAP Sapphire 2024 Orlando - lots of innovation and old challengesHolger Mueller
Holger Mueller of Constellation Research shares his key takeaways from SAP's Sapphire confernece, held in Orlando, June 3rd till 5th 2024, in the Orange Convention Center.
[Note: This is a partial preview. To download this presentation, visit:
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Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
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1. Introduction and Key Concepts of Sustainability
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To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
In the Adani-Hindenburg case, what is SEBI investigating.pptxAdani case
Adani SEBI investigation revealed that the latter had sought information from five foreign jurisdictions concerning the holdings of the firm’s foreign portfolio investors (FPIs) in relation to the alleged violations of the MPS Regulations. Nevertheless, the economic interest of the twelve FPIs based in tax haven jurisdictions still needs to be determined. The Adani Group firms classed these FPIs as public shareholders. According to Hindenburg, FPIs were used to get around regulatory standards.
Building Your Employer Brand with Social MediaLuanWise
Presented at The Global HR Summit, 6th June 2024
In this keynote, Luan Wise will provide invaluable insights to elevate your employer brand on social media platforms including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok. You'll learn how compelling content can authentically showcase your company culture, values, and employee experiences to support your talent acquisition and retention objectives. Additionally, you'll understand the power of employee advocacy to amplify reach and engagement – helping to position your organization as an employer of choice in today's competitive talent landscape.
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
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In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
B2B payments are rapidly changing. Find out the 5 key questions you need to be asking yourself to be sure you are mastering B2B payments today. Learn more at www.BlueSnap.com.
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12. Define Score Charts, their ranking and user defined values to enable generation of Analysis Maps. Score Charts can also be used to approve a project under approval to be included in Portfolio Analysis. These help in generation of Dashboard graphs through Analysis maps consisting of graphs of the selected analysis cycle and portfolio.
13.
14. DigitéProject Portfolio Management (PPM) Digité PPM provides real time insight about the information relevant to business process in terms of capacity utilization, demand analysis and resource availability. It enables examination of current or proposed projects based on numerous key characteristics and emulation of real life scenarios, and business strategy goals. The scope of PPM is : To develop a “big picture” view and a in depth analysis, to allow sensible sorting, adding, and removing of items from the collection. This consistently aligns priorities, portfolios, business strategies, cost effectiveness, and tracks the actual resource demand and the capacity allocations to determine the optimal mix and sequencing of proposed projects.
17. List of Values – For adding customized values and Response Details
18. Measured - For attributes based on cost/price parameters
19.
20. Defining Parameters Define the Parameters of the Objective and specify the default weight age to be assigned , applicable for Criteria, correct Parameter Type and Response Details. Copies Parameters across the same Objective type and moves Parameters from one Objective to another Click the icon to Create Parameter.
21. Defining Template On including the template while defining a portfolio, all the standard features like score chart, analysis maps, etc of the template get inherited in the portfolio. Defining a template is not mandatory as portfolio can also be created without applying a template. You can define Objectives and Parameters directly into a template, which can be applied across multiple portfolios. Each selected Objective and its Parameters are given appropriate weight age, in the Score chart template.
22. Defining Score Chart Template Standard criteria defined in the template like the Score chart and analysis maps are inherited in the portfolio on applying the template in which they have been predefined. Click icon to add a new template.
23. Portfolio Score chart Template Select the Objective and this will include the all the Parameters in that Objective too. Similarly you can select Multiple Objectives and Parameters to add to the Score Chart. Include the Objectives - Parameters and give weighted scores such that the sum of weightages for Parameters and the Objective(s) add to 100%. Click icon to edit the Score chart template.
24. Portfolio Analysis Map Analysis maps are defined in the template by specifying the name, selecting the chart type and the axis or angle values. Click Analysis Map and add icon to create new Analysis Maps in the template.
25. Portfolio List Portfolio contains all the information to be used for analysis. All the requirements gathering for defining an analysis cycle namely the score chart template, analysis maps, the Investments defining, can be done here. Portfolios can be defined from scratch or predefined templates can be included, so that standard criteria in the template can be reused multiple times thus saving time lost in redefining. Through portfolio, you can edit and define score chart, and analysis maps (other than those in included template), define the analysis Investments as well as the team who will be involved in the process.
26.
27. Defining of the team of resources identified to work for the Portfolio,
29. Score chart template, etc. You can use an existing Portfolio from the listing in Portfolio List Screen or define a new Portfolio.
30. Portfolio Investments Upon creating a portfolio, you get further options using which you can make editions to the Investment, Analysis Team, Analysis Map, Score chart Template and Comments in the Details screen for Portfolio . All the Investments which are in Open state for the organization are listed in the available projects box. The Investments under approval are also listed with the projects.
31. Portfolio Analysis Team Resources who have access to the Portfolio module through Organization roles assigned to user will be reflected in the listing for Analysis team.
32. Analysis Cycle Cycle analysis helps understand how the portfolio has performed over the cycles. The cycles are monthly, quarterly and yearly. You have to include all components of the portfolio in the analysis Cycle to enable accurate analysis of the project portfolio. Based on the analysis data of the cycle analysis over various parameters, you can make decisions and compare different Analysis Cycles. Cycle Analysis is a snapshot of the portfolio view at various points in time. Only after defining the analysis cycle with the correct specifications, can you generate accurate analysis maps.
33. Defining an Analysis Cycle Creating the Analysis cycle includes adding Investment, Analysis Team, Analysis Maps, and Workflow which are defined in the portfolio also, for inclusion in the specific Analysis Cycle. Click icon to define a new Analysis Cycle.
34. Portfolio Analysis Cycle Details Define the workflow users and route to Performer stage as the dashboard Score Chart is available for editing only while it is in Performer stage. The Investment, Analysis Team, Analysis Maps, and Workflow should be selected for inclusion in the specific Analysis cycle.
35. Dashboard Score Chart Dashboard Score chart provides weighted score for the portfolio through Objectives and Parameters used in portfolio analysis. This is accomplished by giving decisive ranks to the selected Portfolio Investments. You get an overview of the values selected for the analysis and after inputting the applicable actual, the resultant analysis maps can be viewed for the portfolio Additionally you can judge Investments under approval, approve them and view their performance in the dashboard Analysis Maps.
36. Dashboard Score Chart You can have an overview of all the values which have been selected for the Portfolio Analysis and after selection of the applicable actual value for the calculated scores, graphs are displayed in the Analysis Map screen Select Actual Value/Response to have respective values Populated in the Score.
37. Dashboard Analysis Maps Dashboard Analysis Maps are used to review and track the status of projects across the organization and to compare multiple projects side-by-side to gauge performance. It can be used to view performance details of Project, Request, Opportunity and Application of a portfolio. Analysis maps display graphs representing data for selected portfolios and let you define multiple maps for comparing and analysis. You have the added advantage of being able to define the filters and selection from available listing of Portfolios and Cycles from the dashboard. This helps to weigh the pros and cons of different combination mixes when displayed as analysis maps.
38. Dashboard Analysis Maps Analysis Maps are generated for the selected Portfolio and cycle in the dashboard, on specifying the Investments through the filter for the accessible list of open Portfolios, which contains at least one active/open Analysis Cycle. Select the Portfolio, Cycle and Filter and click Go to generate the Analysis Maps To edit or make changes to the analysis maps or components click the edit icon.
39. Resource What-If Through Resource What-If, you can view Resource forecasting, approve resource plans and check the allocation of resources in either Grid View or Graph View. An accurate estimate about the Portfolio Demand, Total Demand, Capacity, Variance, etc can be derived from the Resource What-If graphical display. You can also move a Investment forward or backward in time and check the impact it would have on the resource demand as well as check the resource plan and view the changes reflected in it and act upon it.
40. Resource What-If To view resource status at Organizational level, select the check box for Show Approved Capacity. This will display the approved capacity status at organization level as one of the rows of the grid view. This is not a mandatory field. Variance is the difference in number of resources required role wise for the portfolio and number of resources remaining after taking into account the actual resource count and approved resource count based on their Primary Project Role. Variance = Total Demand - Remaining Capacity Approved Capacity is the capacity approved in the resource plan at organizational level. Remaining Capacity is the number of resources left after taking into account the actual resource count and approved resource count based on the Primary Project Role for the organization. Remaining capacity = Actual Capacity - Approved Capacity i.e. the capacity approved in the resource plan at organizational level. Resource What-if gives information regarding the demand of resources based on the portfolio and other demands in the organization and the capacity of resources in the organization . Portfolio Demand is the number of resources required role wise, as defined in the resource plans for each Investment of the portfolio. Other Demand is the total number of resources role wise for all Investments, excluded in the portfolio but included in the organization. This also includes projects which have been un-selected from the portfolio using filters. Total demand is the sum of resources required role wise, comprising of Investments in the portfolio and Investments excluded from the portfolio but belonging to the organization. Total Demand = Portfolio Demand + Other Demand . Actual Capacity is the total of actual resource count based on the Primary Project Role for the organization, and sub organizations if any. Select Portfolio, Cycle, specify start and end date, the duration i.e. monthly, quarterly or yearly, and select from the list of project roles.
41. Resource What-If Grid view Click on the clock icon to ‘Move Investment in Time’. Enter the number in the field and use the forward or backward arrow to move the particular Investment in time. The unit of time is dependent on the selection of ‘View’ on the ‘Resource What-If’ screen. Digité provides the user with the ability to move the Investment ahead or back in time scale, which allows user to see the impact of such a movement on the project, and thereby allows the user, perform further analysis of the impact.
42. Resource What-If Graph view X coordinate displays Portfolio demand i.e. Number of resources required role wise, as defined in the resource plan, for each Investment of the portfolio for the specified duration (number of months) Y coordinate shows the percentage value of actual capacity. The formula for determining the percentage value of Y coordinate is (Portfolio Demand/Actual Capacity) * 100. Resource What-if Chart view displays the Resources, role wise for the selected time duration w.r.t the capacity in percentage, for the organization.
44. Summary ProjectPortfolio Management module supports important functions from Organization administration and decision making view point, within Digité enterprise. Project Portfolios evaluation and comparison are a key entity for measuring the performance in an organization. Digité allows defining Objectives & Parameters, template creation, creating new or using existing Portfolios with or without a template, defining Portfolio Analysis Cycles and dashboard components (Analysis maps, Score charts and Resource What-If), and providing detailed reports. These modules assist the resource managers, project managers, and their teams to effectively manage projects and portfolios for optimal performance.
Welcome to Digité Enterprise Project Portfolio Management Training. In this presentation, you will learn how to create and manage project portfolios within Digité Enterprise.
The Pre-requisites for this training are :- You should have gone through ‘Digité Overview Training’ Resource Management training , Eform Configuration and Basic understanding of Dashboards components.You should have the URL for the Digité sandbox environmentYou should have an account in the above environment
By the end of this training, you should be able to understand the concept and implementation of Project Portfolio Management in Digité and use the PPM module to gauge the performance of project portfolios.
Let’s get started with the presentation.
Portfolio review, linking of business and IT strategies, planning and cost factors can be achieved using Digité PPM.
You start building a portfolio by defining its basic components. Define Objective(s), Parameters for the Objective(s), to setup your Portfolio.Define Templates (objectives and parameters can be added directly to the template) containing the attributes, list of values and scores, and Analysis.Define a new portfolio or use an existing one from portfolio list, and select the template to define the portfolio.Define Analysis cycles for Portfolio Analysis.Score chart and Analysis maps are used to generate the dashboard maps and Resource What-If displays the resource status.Reports for reporting, based on the portfolio data.
Measured & Derived parameters will not be available for requests as these values are derived from a project and are not a part of requests.
Click on the icon for creating a new objective, as displayed on screen and add in the details for the newly defined objective.
Copy Parameter copies Parameters across the same Objective type. Click the Copy Parameter, to copy and specify the source and target. Move To will move the parameter from one objective to another.The parameters can be categorized on the basis of alternatives available in the ‘Applicable For’ options.You can have Projects or Opportunities or Applications clubbed in one selection or Requests as the alternative option in Applicable For.Selection of both the options is also possible.On selection of Requests as the Applicable for type, Measured and Derived options in Parameter Type is not displayed as these are obtained from Projects.Selection of Projects/Opportunities/Applications and Requests will display only the common parameter types i.e. Attributes & List of Values.
This is an optional feature and not mandatory as a portfolio can be defined without inclusion of a template also.
Score chart Templates contain details about the Objectives that the portfolio is going to derive. To skip defining the template and save time when in a hurry, proceed directly to defining a portfolio.
The total of the Objectives and of all the parameters contained within each Objective should add to 100.You can define the Analysis Map after defining the Score chart template weightage.
You can add details like Name, a brief description, and select the chart type from the given options. These will be included in the template and be inherited by the Portfolio to which the template is applied.The following 4 chart types are available in Analysis Maps.Line chart to show the plotted peaks and dips on the graph which allow you to monitor and compare improvement and decline.Bar chart to compare data in a simple format consisting of rectangular bars, when the varieties to choose from are less.Bubble Chart when each plotted entity is defined in terms of three distinct numeric parameters. The entities displayed on a bubble chart can be compared in terms of their size as well as their relative positions with respect to each numeric axis. The area of the plot depends on the magnitude of a third numeric characteristic.Pie charts to do data comparison, consisting of a circle that is split into parts. Circles are divided into segments or categories which reflect the proportion of the variables in relation to the whole. Percentages are used to compare the segments, with the whole being equal to 100%.The Line Chart, Bar Chart, and the Pie Chart take Segments as Investments where as the Bubble Chart takes X-Coordinate, Y-Coordinate and the Size of the bubble.
To use an existing Portfolio, select the Portfolio from the list and click it to open the Portfolio details, including what the Portfolio is Applicable For and the Portfolio Template if any has been used while creating the Portfolio. Alternatively, define a new Portfolio by clicking on Create Portfolio icon.On saving the Portfolio details, the Details screen is displayed, where you can check and make editions to the Investment, Analysis Team, Analysis Map, Score chart Template and add Comments by clicking on the respective tabs.
In Investment, you can select from available projects for inclusion in the Portfolio by selecting the item and clicking Add, so that the selected item appears under Selected Projects / Request. You can confirm the selection by clicking View Selected Investments.
You can specify the resources to be included in the Analysis Team, or Add / Edit selected analysis team members by clicking Analysis Team tab.
Cycle analysis helps the viewer understand how the portfolio has performed over cycles. The cycles are monthly, quarterly, and yearly.
For a Investment under approval also you can, click the icon (in red) which is displayed beside the project name to indicate its under approval status, and approve the Investment from here itself. The Score chart view in Digité PPM module provides weighted score for the portfolio through the Objectives and Parameters used in portfolio analysis. This is accomplished by giving decisive ranks for the selected Portfolio Investment. The Score Chart will not be enabled for ranking and selecting user input in actual values for initiator or approver stages. Only in the Performer stage of the Workflow in Portfolio Analysis can the Score Chart be edited.Routing of the Work flow in Portfolio Analysis Cycle will be enabled only on completion of the Dashboard Score chart analysis. If Score chart analysis is not completed then the routing from performer to approver stage is not permitted in Portfolio Analysis Cycle.
You can filter items in the dashboard for getting the required type of graphical display and add or remove projects to be included for display in the maps through Project Filter or Add Analysis Component icons.
Select the Portfolio from the list of open Portfolios, which are accessible to the user, and the corresponding Analysis cycle , filter icon, for inclusion or exclusion of projects, applications, opportunities, or requests, the duration i.e. monthly, quarterly or yearly and the Project Role Filter to select from the list of project roles for the Resource What-If. The Resource plan will become inactive on movement of a Investment in time. To reactivate the work plan, you will have to access the Resource plan and activate it, to enable the resource plan.
This graph view of Resource What-If displays the Resources role wise for the selected time duration w.r.t the capacity in percentage, for the organization. X coordinate: Portfolio demand i.e. Number of resources required role wise, as defined in the resource plan, for each Investment of the portfolio for the specified duration (number of months)Y coordinate: The percentage value of actual capacity. The formula for determining the percentage value of Y coordinate is (Portfolio Demand/Actual Capacity) * 100. For example if the Portfolio Demand for Developer role is 2 and Actual Capacity is 4 then percentage value is (2/4) * 100 = 50. So 50% of the Actual Capacity is utilized in the portfolio.
Project Financial Summary report displays the financial details for the projects with different status. It displays details such as estimated hours, estimated cost, estimated price, actual time and many more for the selected Portfolio.Project Activity Scorecard Report displays a table of activity on Investments for selected Investments for the selected Portfolio.
With this, we have come to the end of this training. To summarize, we have seen the concept of project management and portfolio analysis. Efficient and accurate management of project portfolios and resources is the key to the success of any project and the organization on the whole.
Thank you for joining us for this training session.