Project Portfolio¶
A project portfolio combines several projects in one view. It is used for cross-project analysis of dates, resources, priorities, status, and risks.
Prerequisites¶
Projects are local files, server projects, or cloud projects.
Projects use the same resource pool.
Categories, status values, priorities, and customers are maintained consistently.
Usage¶
A portfolio is used for:
cross-project resource planning
capacity balancing across several projects
portfolio overview
project prioritisation
simulations by including or excluding projects
variance analysis in portfolio context
Difference From Summary Project¶
The portfolio is mainly used for common analysis and steering. The summary project is stronger for operational joint handling of several projects.