Managers can add scenarios to a portfolio via the Balancing tab in the Portfolio app. In the tab a number of items can be selected for a specific scenario: Select the Scenario checkbox and choose an existing scenario or create a new scenario. The Scenario column is then added. In…
In the Balancing tab you can select skills and add them to the overview: In the Portfolio app, go to the Balancing tab and click on Select skills to add skills. Choose the desired skills and click Apply selection. The skills then appear as new columns. Do you want to…
On the Balancing tab it is possible to edit items in bulk. You can choose to move multiple items simultaneously to another list or to archive them: In the Portfolio app, go to the Balancing tab. Check the items you want to edit and click on Bulk edit at the…
With the Balancing tab in the Portfolio app you can easily record various data about portfolio items (initiatives and projects). Think of contributions to (strategic) objectives, financial investments, required resource capacity. Various custom and system fields can also be recorded. All this data can then easily be made transparent by…
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