Creating dynamic project portfolios

When you create a dynamic Project Portfolio, you select from the available filtering options. The Projects that are included in a dynamic Project Portfolio may vary from one point in time to another. When you view the details of a dynamic Project Portfolio, the Projects displayed depend on which Projects meet your selected criteria at that point in time. Your Project Portfolio can be as narrow or broad as you define it. Experiment with filter options to get a precise subset of Projects.

To create a new project portfolio

1. In either the Project Portfolios window or the Project Portfolio Details window, click New.
    Alternatively, you can click New Project Portfolio in the Projects window.
    The New Project Portfolio window is displayed.
2. In the Name field, specify a name for the Project Portfolio.
3. If you have Edit permission for {{Public Project Portfolios,}}select the Published check box to make this Project Portfolio available globally.
    You can also save the Project Portfolio now and publish it later.
4. To make this a dynamic Project Portfolio, select the Dynamic Portfolio check box.
    When you select Dynamic Portfolio, the screen changes to include filtering options.
5. Enter or make selections in as many fields as you need to create the Project Portfolio you need.
    To be included in the Project Portfolio:
   • A Project must meet one of multiple selection criteria within a filtering option field.

   • A Project must meet all selection criteria across the filtering option fields.
     As you enter selections in more filtering option fields, the focus of the filter becomes narrower. If no Project meets your criteria when you apply the filter, enter selections in fewer filtering option fields.
     In the Benefiting Organizational Unit chooser and the Responsible Organizational Unit chooser, you will be able to select only from those Organizational Units for which you are a member of a group that has ITBM Project Viewer permission.
     The following table describes the fields in the New Project Portfolio window.

     Field Name	Description
     Basic Filtering Options
     Name	Filters for the Project name string you enter.
     Benefiting Organizational Units	Filters for the Organizational Units you choose. Select the check box to include Sub-Organizational Units.
     State	Filters for the Project states you choose.
     Status	Filters for the Project status values you choose.
     Importance	Filters for the importance values you choose.
     Template	Filters for the project lifecycle templates you choose.
     ID	Filters for the Project ID string you enter.
     Responsible Organizational Units	Filters for the Organizational Units you choose. Select the check box to include Sub-Organizational Units.
     Project Type	Filters for the Project type that you choose.
     Schedule Health	Filters for the schedule health values that you choose.
     Programs	Filters for the Programs that you choose. Note: The chooser for this field displays only non-hierarchical programs. For hierarchical programs, use the *Parent Program* field.
     Parent Program	Filers for the hierarchical program that you choose.
     Financial Filtering Options
     Total Budgeted Expense	Filters for the range you enter.
     Total Budgeted Capital	Filters for the range you enter.
     Total Actuals Expense	Filters for the range you enter.
     Total Actuals Capital	Filters for the range you enter.
     Budgeted TCO	Filters for the range you enter.
     Total Benefit	Filters for the range you enter.
     Return on Investment (ROI)	Filters for the range you enter.
     Net Present Value (NPV)	Filters for the range you enter.
     Impact Filtering Options
     Organization Objectives	Filters for Organization Objectives you choose.
     Business Processes	Filters for Business Processes you choose.
     Application Instances	Filters for Application Instances you choose. Note: For the format Application Name:Application Instance Name, the chooser searches only on Application Instance Name.
     Application Interface Instances	Filters for Application Interface Instances you choose. Note: For the format Application Interface Name:Application Interface Instance Name, the chooser searches only on Application Interface Instance Name.
     Vendor Services	Filters for the Vendor Services you choose.
     Assets	Filters for Assets you choose.
     IT Services	Filters for IT Services you choose.
     Regions	Filters for Regions you choose.
     Vendors	Filters for Vendors you choose.
     Clients and IT Staff Filtering Options
     Project Managers	Filters for Project Managers you choose.
     IT Owners	Filters for IT Owners you choose.
     Assigned IT Staff	Filters for Assigned IT Staff Members you choose.
     Executive Sponsors	Filters for Executive Sponsor(s) you choose.
     Business Owners	Filters for Business Owners you choose.
     Assigned Business People	Filters for Assigned Business People you choose.