The Portfolio Role Analysis portlet displays target, distributed, and demand amounts for roles in each portfolio. Use this portlet to view the overall health, risk, and role variances of portfolios. The portlet filters include: Portfolio (multi-select), OBS Unit, Portfolio Plan Type, Capacity Unit Type, Managers (multi-select), Stakeholders (multi-select), Above Waterline, and Active. By default, the Portfolio Plan Type filter is set to Portfolio. This means that the amounts displayed in the portlet are the portfolio amounts as of the last sync. If you set the Portfolio Plan Type filter to Plan of Record, then the amounts are based on the portfolio plan marked as the plan of record. You must have a plan of record on the portfolio for it to appear in the portlet if you select this filter option. The Capacity Unit Type filter allows you to display only portfolios set to hours or FTE on the portfolio properties.
To access this portlet, open Home, and from Portfolio Management, select Portfolio Dashboard and click the Roles tab.
The following fields appear on this portlet:
Displays the portfolio name. Click a portfolio name to go to the portfolio properties page.
Click this icon to open the portfolio targets page.
Click this icon to open the portfolio waterlines page.
Displays a stoplight based on the portfolio overall health score. The portfolio overall health score determines the color of the stoplight.
Stoplights:
Displays a stoplight based on the portfolio risk. The portfolio risk determines the color of the stoplight.
Stoplights:
Displays the target overall roles of the portfolio.
Displays the distributed overall roles of the portfolio.
Displays the difference between the target overall role and distributed overall role values. A negative variance value indicates the distributed target overall role amount exceeds the target overall role amount.
Displays the role allocation demand for roles included in the portfolio and other roles allocated to portfolio investments within the portfolio planning horizon.
Displays the difference between the distributed target and role demand values. A negative variance value indicates the role demand from portfolio investments exceeds the distributed target role amount.
This portlet is based on the Portfolio Provider. Fields included in the system provider are available to this portlet and may be added through the configure option. For more information, see the Basics User Guide.
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