How do I use the Balancing tab?

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 creating various overviews in the form of views. This allows anyone with the appropriate rights, to view the information in the portfolio in an unambiguous manner.

The recorded information on all these different aspects can be used in the built-in balancing criteria to analyze various possible scenarios. The various scenarios are saved and can be compared with the current portfolio. If the situation in an organization changes, it is easy to switch to a scenario that fits best with the push of a button.

Here you will find all articles about using the Balancing tab

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