Portfolio configuration enables users with Administrator roles to create strategic objectives that can be selected when creating a portfolio. It also enables tangible and intangible project benefits to be attached to each strategic objective.
From the Admin menu, select Portfolio settings, then click on New Strategic Objective.
- Give a name to the objective.
- Define a status (active or archived).
- Describe the strategic objective (optional).
- Click on Create.
For each of the strategic objectives created, you can enter the associated benefits by clicking on Add benefits.
Benefits are gains or improvements made by the organization, resulting from the outcomes or deliverables of a project, and which contribute to the achievement of one or more of the organization's strategic objectives. A benefit may be tangible (e.g. a product or application) or intangible.
- Name the benefit, or select a title from the list of existing benefits already created.
✏️Note: Benefits can be associated with more than one objective. If a benefit is modified, the change will apply to all the objectives with which it is associated and to all the projects in which it appears.
- Select the type of benefit (tangible or intangible).
- Describe the benefit (Optional).
- Click on Create.
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