Getting Started with Portfolio Management › Create a Portfolio of Investments › Define Role Targets

Define Role Targets

When you create a portfolio, you typically provide an overall target for effort in hours or FTE units. As you build the portfolio content, you can view, edit, and distribute this high-level target in a time-scaled view. You can define the role constraint in the following ways:

• Define an overall role target in the portfolio properties when you create a portfolio. Spread the overall target uniformly across the periods by populating the Distributed Target (Total) field. You can overwrite the distributed values by entering values directly into the time period cells.
• Populate each period and update the Distributed Target field with the total amount. If the breakout amount total is greater than the total portfolio amount, a variance amount appears in red.
• Edit the targets by period and see the impact on the distributed target and how that compares to the original target.
• Add specific roles that you want to plan and set constraints for. When you initially populate the capacity, filter actual capacity using the attributes that are associated with the resources. For example, rather than populate the capacity for all engineers, filter by engineers that are associated with a specific OBS or resource manager.
• Select the Populate Capacity option for specific roles and view how the existing capacity aligns with the targets for those roles. You can see the actual capacity for these roles across the portfolio planning horizon. By comparing the target with the distributed target column, you can quickly see if you have enough capacity to fill your targets.

Example: Define Role Target

Vicki creates a portfolio for application sustainment for the following year. The resources are estimated to spend 20 percent of their time on sustainment for the following year. To set a role target for the portfolio, Vicki sorts the overall portfolio resource capacity in the following manner:

• Filters the roles information by the OBS Unit and the Booking Manager attributes.
• Adds the desired roles to the portfolio targets.
• Populates specific roles with the resource capacity available in the system. For example, Vicki populates the capacity for the Sr. Developer role within the Back-Office IT team. The role is populated with the available number of hours from the system for the associated resources.
• Aligns populated capacity with resource time estimates for application sustainment by scaling capacity by 20 percent.

With the role planning framework set-up, Vicki proceeds to edit or populate values for each period.

Follow these steps:

1. Open Home, and from Portfolio Management, click Portfolios.
2. Open the portfolio for which you want to define detailed targets.
3. Click Targets.
4. Navigate to the Role: Portfolio Role Totals section and perform one or more of the following tasks as needed:
   • To filter or add roles, click Add Roles.
   • To populate a role with the existing capacity available for the associated resources, select the role and click Populate Capacity.
   • To scale the populated capacity to align with the estimated resource time, select the role and click Scale Capacity.
5. Save your changes.