Getting Started with Portfolio Management › Create a Portfolio of Investments › Define Overall Portfolio Health

Define Overall Portfolio Health

To provide portfolio performance status to interested stakeholders, define the overall health for your portfolio.

The overall health score for a portfolio is calculated based on how you assess the following portfolio metrics:

• Health factors for cost, schedule, and resource
• Business measures for goal alignment, innovation, success, and risk

For example, if a portfolio is performing well within its targeted constraints of cost, resource, and time, you can rate the health factors as green. Similarly, if the portfolio is aligning well with its business goals for innovation, success, and lower risks, you can rate these measures as green. The calculated overall health of the portfolio also shows as green in this case.

Follow these steps:

1. Open Home, and from Portfolio Management, click Portfolios.
2. Open the portfolio for which you want to define overall health.
3. Click the Properties menu and select Metrics.
4. Select a color or score for the health factors and measures. Use the following guidelines:

• Red (0-34)
• Yellow (34-68)
• Green (68-100)