- Add company-wide objectives by clicking on
+
behind of strategy. Objectives that are added here are part of a company-wide strategy. - Add goals for the current portfolio by clicking on
+
behind this portfolio. Use this option to create a local objective.- Objectives for the current portfolio can be seen and used throughout the Portfolio app. However, they are not visible in other portfolios.
- Set the level of an objectiveby choosing whether the progress of an objective is measured for the entire portfolio or per portfolio item.
- Click on an objective and then click on
SETTINGS
.
- Click on an objective and then click on
- Set the score card as desired. Determine here whether a value is green or red when the value is higher than the target.
- Click on an objective and then click on
SETTINGS
The setting is located under Scorecard settings.
- Click on an objective and then click on
- Adjust the view to create the desired overview. For example, set the visible years and choose quarters or months in the overview.
- Add members to collaborate in this tab. Click on
Members
and on a+
after a role to add someone to this role. - Enter targets and realized values to gain insight into the performance of the portfolio.