Portfolio Creation

The portfolio lets you group projects to analyze, compare and record different scenarios, and assess the impact on capacity, risks and benefits.

A portfolio can contain either programs or projects. In the case of programs, all projects in the program are associated with the portfolio. A project or program can be linked with more than one portfolio.

Note that this feature is available to customers subscribing to the Aidi platform's Enterprise plans. 

In this article:

Create a new portfolio

Advanced search to find projects

Setting targets

List of portfolios

Add a project to an existing portfolio

Create filters by portfolio

The Portfolio Management page can be accessed from the Initialize menu.

Create a New Portfolio

1. Click on the Create a Portfolio button.

2. In the Details tab, enter the portfolio title.
3. Create a unique code. You can leave the field blank, and a code will be generated automatically by Aidi. The generated code begins with: PORT- followed by an incremental number.
4. Identify a person responsible for this portfolio. (Optional) Start typing the name in the cell to see the choices. The list shows only those with access to the portfolio functionality.
5. You can then select a main administrative unit to manage who will be able to view this portfolio. If an administrative unit is selected, only users associated with this administrative unit and administrators will have access to this portfolio according to the principles of default visibility. (optional)  If the portfolio is not associated with an administrative unit, it is visible to all users with access to the Portfolio Management module.

✏️Note: If users have access to the portfolio because he is part of the main administrative unit (or one of its parent administrative units), he will be able to consult, in the portfolio details page, the list of all-related projects and programs, even if they do not have access to some of these projects or programs.

6. Add a description of the portfolio. (optional)
7. Select the strategic objective(s) for this portfolio (optional), from the drop-down list. You can select multiple objectives for a portfolio. This list is configured from the Admin menu and is specific to your organization..
8. You can attach any relevant documents.

9. Click on the Projects tab.
10. Search for projects or programs to include in the portfolio. Start typing the project name to see the choices and refine your search. Programs are identified with the Program label. Selecting a program implies that all the projects in the program will be included in the portfolio.
11. Once selected, projects, including reference or code, and programs are displayed below the search bar.
12. Click on create to save your selection and exit creation mode, or go to the Targets tab.

Advanced Search to Find Projects

Your Aidi environment may contain a large number of projects and programs, which can make it difficult to find projects in this list.  

To help you with the search, we've added an Advanced search section to the Projects tab of the portfolio.

This section lets you search for projects by keyword, status and administrative unit..

✏️Note: Programs must be selected in the simplified search section only.

When a filter is selected, the project list on the right displays the projects corresponding to the selected criteria among the projects to which the user has access, whether by project contact or default visibility deriving from the administrative unit. You can select more than one filter to refine your search.

Click Select All to include all filtered projects in the portfolio, or select the desired projects individually and click Back to simple search to return to the list of portfolio projects.

Setting Targets

The portfolio management function lets you set financing, budget, risk and effort targets for each of your portfolios. Targets are not mandatory, but they will enable you to analyze different scenarios and compare them with the targets.  

1. Select the Targets tab.
2. Enter the financing amount or annual budget target for all projects/programs included in this portfolio, as well as the total projected budget.
3. If you are using the Risk Management module, you can set a target for the amount of risk inherent in the portfolio's projects and programs.
4. Enter the total number of hours of effort planned for all projects and programs in the portfolio.
5. You can also create an annual hours target by project contact function. The function refers to the function column in the project contacts list.
6. Click on the ➕ button to add as many functions as required.
7. Save.

List of Portfolios

In the list of portfolios, you can see, among other things, the owner and the date the portfolio was created.

To find out all the details about a portfolio, click on the desired portfolio and the details tab will open. Click on the project tab to view the projects and programs included in the portfolio and on the Targets tab to view or modify information.

A search bar allows you to look for a portfolio in the list.

To modify an existing portfolio, you can also click on the 3 dots menu and click on Modify.

You can also delete a portfolio from the same menu.

Add a Project to an Existing Portfolio

At any time, you can add a project to a portfolio from within the portfolio, in the same way as when creating the portfolio. You can also add a project to the portfolio from the project details page.

In the Project details page, you can see whether the project is associated with a portfolio, and you can also attach the project to one or more portfolios.

Create Filters by Portfolio

Some pages in Aidi allow you to create filters (project list, scheduler, analytics, risk). It is possible to choose one or more portfolios as filter criteria and thus obtain the list of projects in a portfolio on the page where you select the filter.

The portfolios displayed in the list are those to which you have access.