This article describes the portfolio settings you may edit via the portfolio manager in Meisterplan.
- Required Access Level
- Project Filter
- Resource Filter
- Fiscal Year, Cost Budgets and Benefit Targets
Required Access Level
Editing portfolios requires an access level of Administrator, Data Manager or Portfolio Manager as well as Editing Rights:
- Users with the Administrator access level have full access to all portfolios.
- Users with Data Manager or Portfolio Manager access levels may only see, edit or delete portfolios they have created or that are shared with them.
Name your portfolio and grant access rights to other users.
Name: name your portfolio here.
Created by: displays the user who created this portfolio.
Access Rights: select here whether you want to share this portfolio with all users or only specified users.
- If you select the Share with all users option, all users (including new users) can access this portfolio. Please note that users that may edit and delete portfolios (depending on the access level and editing rights, see top of page) will be able to edit this portfolio as well.
- If you select the Share with specified users option, only the portfolio's owner who created it, users with the access rights and administrators may see and select it in the portfolio manager. Users will be able to see, edit and delete portfolios that have been shared with them depending on their access level and editing rights.
By default, a portfolio contains all projects.
You may change which projects are displayed in your portfolio by filtering them by project properties.
Please note that projects excluded from the portfolio by your filter will still be displayed if a role or resource included in the portfolio has allocations to those projects. Those projects will then still be considered. When a portfolio role or resource with allocations to non-portfolio projects is selected, those projects will be displayed with an icon indicating them as non-portfolio projects.
Add Filter: click here to open the menu of project properties you can filter by.
Available properties are Project Manager, Project Status, Business Goal, OBS, Source System and any active custom project fields with Boolean or Lookup type. Please note that this list may include fields for which you don't have field rights. You may filter the portfolio by these fields although the fields will not be displayed to you when you are working with the portfolio.
Projects created in the portfolio will automatically acquire values matching the filter for any field you are filtering by, including fields for which you don't have field rights.
You may add one OBS filter per OBS type such as location or department. Only OBS types with at least one project connected to them are available for selection here.
You may not add more than one filter for any other project property.
If you select multiple values in one filter, any projects with one of the selected values will be included (logical OR).
If you add multiple filters, only projects matching at least one value from each filter will be included (logical AND).
By default, a portfolio contains all roles and resources.
You may filter resources available for selection in your portfolio by their properties (e.g. skill).
Please note that roles cannot be filtered, and resources excluded from the portfolio by a filter will still be displayed if they are allocated to a project included in the portfolio. Allocations of such resources will still be considered. When a portfolio project is selected, resources allocated to it that are excluded by a filter will be displayed as non-portfolio resources in the project list and in the resource view.
Add Filter: click here to open a menu of resource properties you can filter by.
Available properties are OBS, Internal/External, Primary Role, Skills and Source System.
You may add one OBS filter per OBS type such as location or department.
OBS filters, primary role filters and source system filters apply to roles and resources. Filtering by a primary role will also include the role itself in the portfolio.
All other filters only apply to resources.
You may add multiple skill filters.
You may not add more than one filter for any other resource property.
If you select multiple values in one filter, any resources with one of the selected values will be included (logical OR).
If you add multiple filters, only roles and resources matching at least one value from each filter will be included (logical AND).
Cost Budgets, Benefit Targets and Planning Intervals
In the Budget tab, you can define cost budgets and benefit targets for the current portfolio, as well as their planning interval.
Cost budgets and benefit targets will be displayed in the financial section of the Portfolio Designer view along with the actual costs and benefits entered for projects via allocations and financial events.
Plan budget by: enter your planning period here - Month, Quarter or Year. When you switch to a shorter period, budgets will be distributed evenly. When you switch to a longer period, budgets will be summed, discarding details of the previous planning.
Start Date: enter the starting year and period of planning here. Please note that the available periods depend on your fiscal year configuration. See the Working with Fiscal Years article for details about this.
Add Period: click here to add another period.
Delete Period: click the garbage can icon next to a period to delete it (only available for the first and last period). The start date will be updated when you delete the first period.
Enter budgets for OpEx and CapEx as well as the target Benefit per period.