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How do I keep track of the status of my portfolio items?

The balancing tab is perfect for keeping track of the status of the various portfolio items. In the Fortes Change Cloud, statuses are recorded with a red, orange or green ball. This way everyone can give their own meaning to the colors. By keeping track of the status you can see at a glance how things are with a portfolio item and you don’t have to view the entire overview every time.

  1. Add status columns to the overview in the Balancing tab. Consider, for example, status costs, status hours and status planning, or just status.
  1. Vul de status voor portfolio-items in of laat deze invullen in een status update. Bedenk ook hoe de algemene status zich verhoudt tot de status kostenstatus uren en status planning.
  2. Geef de status van een portfolio-item weer in een canvas. Zo kun je de status van een portfolio-item ook bekijken in de portfolio-funnel, mijlpalenplanning en capaciteitsplanning.

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