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You can plan a portfolio with a given budget cost and available roles capacity. Planning allows you to see the budget cost and allocations for specific roles using a list of investments on the Investments portlet on the portfolio scorecard. Portfolio dates are used to determine the capacity for each role.
Example: Creating a Portfolio with a Budget Cost and Available Roles
Bob, a portfolio manager wants to create a portfolio with a budget of $2,000,000 and two key roles. Bob wants to see the budget cost and allocations for specific roles using a list of investments and plan a portfolio with the available budget cost and role capacity.
Bob logs in to CA Clarity PPM and creates a portfolio with the following details:
Bob clicks Contents and includes investment types as models. He adds the key roles of developer and consultant for generating scenarios.
On the Scorecard, Bob uses the page-level filter to see:
The scenario allows Bob to see role allocations and budget cost values to plan his portfolio. The list of investments on the Investments portlet allows the comparison of portfolio budgeted cost and role capacities against the values for the selected portfolio investments. Based on this analysis, Bob creates scenarios and excludes investments which do not fit the portfolio budget and role capacity.
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