Portfolios Overview

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The Portfolios context in Primavera Cloud provides an environment to develop and monitor portfolios, enabling organizations to strategically and efficiently respond to change. Create portfolios using projects, programs, existing portfolios, or a combination of all three.

Primavera Cloud enables seamless collaboration between project managers, program managers, budget and resource planners, and key stakeholders throughout the entire budget and resource planning processes, including during critical budget and resource negotiation cycles.

Key Features

• Budget Planning: Supports the project prioritization and selection process using multiple tools including waterline features, Efficient Frontier optimization, and customized analysis views. Enables budget planners to allocate budgets and funds, review annual budgets against key targets, recommend priorities, and model strategies to manage long-range budget planning requirements by creating multiple what-if scenarios.
• Resource Planning: Enables portfolio managers to allocate resources and select the right combination of projects to execute under resource constraints. Use resource planning optimization to generate the selection of projects that maximizes portfolio value.
• Review, Propose, and Approve Processes: Supports reviews with stakeholders to determine the best mix of projects for inclusion in proposed budget and resource plans. Enables planners to share scenario proposals with project managers for negotiations and approvals.
• Measures: Provide a means for portfolio managers to define quantitative targets and analyze actuals for monitoring portfolio performance.
• Prioritization Matrix: Enables portfolio managers to create separate project and program evaluation matrixes to prioritize and select the right projects or programs for the organization to pursue, based on quantitative data.
• Monitoring: Enables portfolio managers to monitor performance across all portfolios within a workspace using a Summary Scorecard or individual portfolios using Scorecards, Spending, and Dashboards. Analyze portfolio performance by project or sub-portfolios using the Investor Map.