Portfolio Management Console

Introduction to Portfolio Management

  • Portfolio Management services give you a single point of view of Ideas, Requirements, Demands, and Projects.   
  • The "Portfolio" Manager is responsible for making investment decisions which can meet customers long-term financial objective which also takes care of organization Goals.   
  • Portfolio Management Console is a Collection of Portfolios that facilitates effective management to meet Needs that are related to strategic Business Objectives. The Portfolio Management Console on process implements a correct prioritization and selection in identifying:
    • Goals related business objectives
    • Has one to many Projects.
    • Has a dedicated Manager. 

Portfolio Manager can see/create New Projects, Demands, Requirements, Ideas, and Tickets. 

Diagrammatic Representation of Portfolio Life Cycle

image2021-6-3_12-59-41.png

 

How to create a Portfolio from Portfolio Management Console

  1. Login to Fusion Agility Suite and navigate to Create tab.
  2. Click on Create>Portfolio (Can be done by Portfolio Manager and Portfolio Master)
  3. Dialog of creating a portfolio will be displayed.
    image2021-6-3_21-56-18.png

  4. Field information:

    Field

    Description

    Summary(required)

    Enter a Summary of Portfolio which will describe the objective. 

    Description

    The Portfolio Manager can enter details of the objective, goal which will be fulfilled by addressing this Portfolio.

    This is a special type of field which supports basic formatting, images, tables, hyperlink.

    Attachments

    Attachments or any information to be associated with this Portfolio.

    Portfolio Manager(required)

             

    The default will be Portfolio Manager. We can re-assign by selecting an Associate button.

    (Clear buttons clear the existing Portfolio Manager.)  

    IT Service

    This field helps to view and process data of ITSM and CMDB which needs to configured.

    One IT Service can only be associated with one Portfolio. For example, Portfolio Service Desk has IT Service "Helix Service" associated then Portfolio Change Management cannot have the similar getting associated. 

    Idea Review Threshold

    Minimum and Maximum value which serves as a benchmark for comparison.

    The default value is 100.

    Visible in BMC Helix Digital Workplace(required)

    Yes/No

    If you select Yes, this Portfolio will be displayed in BMC Helix Digital Workplace.

    If selected No while creating an idea this Portfolio will not be listed in BMC Helix Digital Workplace.

    The default value is “No”

  5. Click on the Save action button to save the portfolio. 
  6. A new portfolio will be created in Portfolio Management Console and it will appear in the Workspace tab as shown in the following image:
    image2021-6-3_21-57-9.png
  7. Once Portfolio has been created the status of the Portfolio will be in RAMP UP.

How to edit a Portfolio

  1. Select a Portfolio from Workspace console – Portfolio will be open in reading mode.
  2. Click on the Edit link as highlighted below:
    image2021-5-28_19-18-52.png
  3. The below screen will be displayed once the Edit link is clicked.
    image2021-6-3_21-58-17.png

  4. Field information:

    Field

    Description

    Summary (required)

     Enter a Summary of the Portfolio which will describe the objective. 

    Description  

                                     

    The Portfolio Manager can enter details of the objective, goal which will be fulfilled by addressing this Portfolio.

    This is a special type of field which supports basic formatting, images, tables, hyperlink.

    Status

    This is a Selection field where the list of all statuses will be displayed.

    The Portfolio Manager has control of this field. Based upon the data which will be entered for the Portfolio Status life cycle will proceed.

    Status Reason

    This is a Selection field where the list of all statuses will be displayed. The field will only be enabled if the status is selected.

    IT Service

    This needs to be configured. 

    Idea Review Threshold

    Minimum and Maximum value which serves as a benchmark for comparison.

    The default value is 100.

    Visible in BMC Helix Digital Workplace(required)

     Yes/No

    Total Budget

    The Portfolio Manager can mention the Budget amount which will be used for covering expenses.

    Portfolio Manager (required)

    Here, the Persona who will monitor, manage all the details of that Portfolio

  

Edit Portfolio - Project Console

  1. Project console helps Portfolio Manager/Master in adding New projects which consist of Tasks, Deliverables to achieve in desired time. 
  2. Click on the “+Project” link to Create New Project.
    image2021-6-3_22-0-59.png

    image2021-6-3_22-3-0.png

  3. Fields to be filled:

    Field

    Description

    Summary(required)

     Enter a Summary of Project which will detail the project.

    Description                                 

    Details about the Project.

    Behavior(required)

    Agile.

    Portfolio

    Portfolio Name will be displayed.

    Requester(required)

    Who is requesting the project? 

    Project Manager

    Who will be working on this project? 

    Start Date

    Estimated start date of the project 

    End Date

    Estimated end date of the project 

  4. Once the project is added it is in Draft state, displayed below:
    image2021-5-30_16-19-44.png

Edit Portfolio - Requirement Console

  1. Click on +Requirement to add a new requirement for Portfolio. The create requirement screen will look below:
    image2021-6-3_22-5-16.png

    image2021-6-9_10-38-4.png

  2. Field information:

    Field

    Description

    Summary(required)

    A summary which will have details about the requirement 

    Description                                  

    More details on the requirement

    New Business Impact

    High, Medium, Low, n/a(Not Applicable)

    Customer Impact

    High, Medium, Low, n/a(Not Applicable)

    Type

    Functional, Issue, Bug 

    Priority

    Critical, High, Medium, Low 

    Portfolio

    The Portfolio Name will be displayed.

    e.g. Service Desk & Asset Management 

    Required Skill

    Architect, Developer, Manager, Tester

    (These are examples and are configurable as per business needs.)

    Estimated Effort(h)(required)

    The Tentative effort required for completion

    Attachment

    Any videos or more information

    Benefits

    What benefits will be if this requirement is solved?

    Problem Solved

    How many problems will be solved?

  3. Once the requirement is created it is displayed in the console below:
    image2021-5-30_15-23-37.png

  4. After selecting the created new requirement “+Create Project Task” is enabled.  “+Create Project Task” helps in adding a new task for Requirement. The requirement should be "In Backlog" status for Task to be added.
    image2021-5-30_15-40-20.png

  5. Once you click on “Create Project Tasks” the “Select Project” screen will be displayed where the corresponding Project will be selected, and Task is added for that requirement. 
    image2021-6-3_22-10-24.png
  6. Projects with DRAFT status will not be displayed. New Tasks will only get added when Project is in Plan/Prepare.
  7. The Project Manager needs to assign this Task post which Assignee of this Task will update the required corresponding fields. 
  8. Added Task to the requirement looks below: 
    image2021-5-30_15-45-39.png
  9. Once Task is added to the requirement it goes "In Project" status.  

Edit Portfolio - Demand Console

  1. This console will help the Portfolio Manager/Master to see/add New demands. Click on “+Demand” to create New demand. Create Demand screen will be displayed below:
    image2021-6-3_22-11-40.png

    image2021-6-3_22-13-43.png

  2. Field information:

    Field

    Description

    Summary(required)

    A summary which will have details about demand

    Priority(required)

    Critical, High, Medium, Low 

    Type(required)

    Project/Portfolio

    Description                                  

    More details on the demand

    Portfolio

    The name of the Portfolio will be displayed.

    Attachments

    Attachments to support what the demand is about.

    Start Date

    Tentative start date of Demand

    Target Date

    Tentative end date of Demand

    Strategy

    Plan in line to achieve a certain goal of the company

    Goal

    Specific objectives

    Corporate Alignment

    Strategic, Operational

    Business Justification

    Business Case

    Business Impact

    Run, Reinvent 

    Impacted Business Units

    List of companies 

    Business Services

    Fusion shared services 

    In Scope

    Business Scope

    Out of Scope

    Work that can go beyond the current scope

    Key exceptions

    Key measures

    Financial

    Total Cost of Demand

  3. Click on the Save action button for Demand to be saved. 

Edit Portfolio - Idea Console

  1. Here, the Portfolio Manager can see ideas associated with this Portfolio.
    image2021-5-30_16-1-21.png
  2. Portfolio Manager can click and see the idea details. Vote up and Down can be done for the selected idea.
  3. +Idea will help in creating a new idea.


Edit Portfolio - Ticket Console

  • ITSM and CMDB tickets can be seen in this console. This console will only appear if IT Service is configured while creating Portfolio.
    image2021-6-4_15-21-4.png

Details and Activities

  • Details Tab shows the details about what is this Portfolio and Portfolio Manager assigned. 
    image2021-5-30_16-9-23.png

  • The activities tab shows all the details on who posted comments/questions on the Portfolio. Logged in user can also add any attachments or notes for more information. If the added post is made public, then it can be seen by all users. But if the added post is not made Public it can only be seen by admin users. 
    image2021-6-4_15-22-11.png

Permissions -

  • Functional Role is a collection of multiple application roles. It allows the user to work on multiple applications without mapping multiple groups to the application roles and assigning these multiple groups to the user. 
  • Portfolio Master is a functional role and Portfolio Manager, Project Master, Project Manager, Demand Manager, and Idea Manager are groups inheriting Portfolio Master.
  • Portfolio Master is the persona who needs to do multiple roles in Fusion Agility Suite. 
  • Below are all the Personas in Agility Suite: 


    image2021-6-9_10-41-9.png

 

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