Establishing Portfolios

This topic discusses how to:

Define portfolios.
Associate scorecards with portfolios.
Associate KPIs with portfolios.
(Optional) Include additional fields in KPI portfolios.
Rank portfolio strategy components.
Specify portfolio dimension members.

Pages Used to Establish Portfolios

Page Name	Definition Name	Navigation	Usage
Portfolio Definition	BC_PORTFOLIO_DFN	select Scorecards, then select Define Portfolio, then select Portfolio Definition	Create a portfolio definition and identify the tree on which it is based.
Portfolio Definition - Scorecards	BC_PORTFLIO_BSC	select Scorecards, then select Define Portfolio, then select Scorecards	Associate scorecards with a portfolio.
Portfolio Definition - KPIs	BC_PORTFLIO_KPI	select Scorecards, then select Define Portfolio, then select KPIs	Associate KPIs with a portfolio.
Portfolio Definition - Dimension Attributes	BC_PORTFLIO_COL	select Scorecards, then select Define Portfolio, then select Dimension Attributes	Define optional dimension fields to appear on the Portfolio KPI Analysis page.
Portfolio Definition - Component Weighting	BC_PORTFLIO_CMP	select Scorecards, then select Define Portfolio, then select Component Weighting	Rank the relative importance of each strategy component.
Portfolio Definition - Dimension Member Selection	BC_PORTFLIO_OBJ	select Scorecards, then select Define Portfolio, then select Dimension Member Selection	Specify which dimension members to include in the portfolio.

Portfolio Definition Page

Use the Portfolio Definition page (BC_PORTFOLIO_DFN) to create a portfolio definition and identify the tree on which it is based.

Navigation

select Scorecards, then select Define Portfolio, then select Portfolio Definition

Image: Portfolio Definition page

This example illustrates the fields and controls on the Portfolio Definition page. You can find definitions for the fields and controls later on this page.

Description

Enter a description for the portfolio.

Tree Name

Select the tree used by the portfolio. This tree determines the components that appear in the component weighting page.

Portfolio Definition - Scorecards Page

Use the Portfolio Definition - Scorecards page (BC_PORTFLIO_BSC) to associate scorecards with a portfolio.

Navigation

select Scorecards, then select Define Portfolio, then select Scorecards

Image: Portfolio Definition - Scorecards page

This example illustrates the fields and controls on the Portfolio Definition - Scorecards page. You can find definitions for the fields and controls later on this page.

ID (scorecard ID)

Within the Scorecards grid, add rows as needed and select the scorecards to include in this portfolio.

The scorecards that are available are those associated with all business units that belong to the specified SetID.

Portfolio Definition - KPIs Page

Use the Portfolio Definition - KPIs page (BC_PORTFLIO_KPI) to associate KPIs with a portfolio.

Navigation

select Scorecards, then select Define Portfolio, then select KPIs

Image: Portfolio Definition - KPIs page

This example illustrates the fields and controls on the Portfolio Definition - KPIs page. You can find definitions for the fields and controls later on this page.

Within the KPIs grid, add rows as needed and complete these fields to associate KPIs with this portfolio:

ID (KPI ID)

Select KPIs to include. The KPIs must all be from the same dimension.

After you insert the first KPI, only KPIs that use that same dimension appear in the selection list.

KPI Order

Enter an integer to specify in which column of the Portfolio KPI Analysis page this KPI appears.

Show % Of Target (show percentage of target)

Select to display percentage of target for this KPI on the Portfolio KPI Analysis page.

Show Assessment

Select to display assessment results for this KPI on the Portfolio KPI Analysis page.

Show Trend

Select to display the performance trend for this KPI on the Portfolio KPI Analysis page.

Summary

For each KPI, indicate how to summarize the data that appears in the summary row of the Portfolio KPI Analysis page. Options are:

Sum: Select to display the sum of this KPI's data in the summary row.

Average: Select to display the average of this KPI's data in the summary row.

X-Axis and Y-Axis

Select to specify that the data for this KPI is plotted on the x-axis or y-axis of the chart on the Portfolio KPI Analysis page.

You are limited to a single x-axis and a single y-axis selection within the grid.

(Optional) Size

Select to use the data for this KPI as the bubble size on the Portfolio KPI Analysis page.

If you leave this field blank, the system uses the x-axis KPI data for the size. You are limited to a single size selection within the grid.

(Optional) Color

Select to use the KPI in this row to determine the default color on the Portfolio KPI Analysis page.

If you leave this field blank, the system uses the y-axis KPI data for the color. You are limited to a single color selection within the grid.

(Optional) Portfolio Definition - Dimension Attributes Page

Use the Portfolio Definition - Dimension Attributes page (BC_PORTFLIO_COL) to define optional dimension fields to appear on the Portfolio KPI Analysis page.

Navigation

select Scorecards, then select Define Portfolio, then select Dimension Attributes

Image: Portfolio Definition - Dimension Attributes page

This example illustrates the fields and controls on the Portfolio Definition - Dimension Attributes page. You can find definitions for the fields and controls later on this page.

Add rows as needed to specify which additional fields appear on the Portfolio KPI Analysis page. These fields appear on the Dimension Details tab. The valid values depend on the dimension of the KPIs in the portfolio.

Portfolio Definition - Component Weighting Page

Use the Portfolio Definition - Component Weighting page (BC_PORTFLIO_CMP) to rank the relative importance of each strategy component.

Navigation

select Scorecards, then select Define Portfolio, then select Component Weighting

Image: Portfolio Definition - Component Weighting page

This example illustrates the fields and controls on the Portfolio Definition - Component Weighting page. You can find definitions for the fields and controls later on this page.

The columns and rows on this page display the components of the tree (the tree nodes) on which the portfolio is based, as defined on the Portfolio Definition page. Each component is listed in both a row and a column within the matrix, so that each component can be ranked against every other component.

To rank the components and determine their scores:

For each pair of components that you rank, select a value in the drop-down list box at the intersecting cell in the grid.

You are ranking the component in the row against the component in the column. In the example shown, the component Grow The Business has been ranked as more important than the component Transform the Business. You are not required to rank every pair of components. In cases in which you are using relative ranks, the system automatically fills in the appropriate opposite rank, as defined on the Opposite Component Rank page. You must establish the valid rankings and their numerical equivalents using the Component Ranking Definition page prior to using them on this page.

This page might have multiple tabs to accommodate every strategy component. Access each tab to rank that set of components, or view them all in a scrollable grid by clicking the View All button.
Click the Calculate Score button to display the raw score and weight (weighted score) on the Score tab.

The score and weight for each component appear in the last two columns of the grid.

The score that is displayed is the sum of the numeric equivalents for values selected for each component pair. The weight is the percentage of the total score calculated for the score in any given row. Therefore, the total weight is always slightly less than or equal to 100.

Portfolio Definition - Dimension Member Selection Page

Use the Portfolio Definition - Dimension Member Selection page (BC_PORTFLIO_OBJ) to specify which dimension members to include in the portfolio.

Navigation

select Scorecards, then select Define Portfolio, then select Dimension Member Selection

Image: Portfolio Definition - Dimension Member Selection page

This example illustrates the fields and controls on the Portfolio Definition - Dimension Member Selection page. You can find definitions for the fields and controls later on this page.

You can define the dimension members by specifying each ID individually, or by using a rule. The appearance of this page differs depending on the option that you choose.

Member List Type

Specify how to define the dimension members. Options are:

Defined by Dimension Member:Select to specify each dimension member by its ID, and then add rows in the Dimension Members grid and select the project requests to include.

Defined by Selection Rule:Select to use a rule that defines which project requests to include. Specify the rule to use in the Selection Rule field.

Selection Rule

Select the rule that defines which dimension members to select. This field is unavailable for entry unless the Member List Type field is set to Defined by Selection Rule.

View Selection Rule

Click to access the Dim Member Select page and review the rule. This link is available only when the Member List Type field is set to Defined by Selection Rule.

Create Selection Rule

Click to access the Dim Member Select page and add a new rule. This link is available only when the Member List Type field is set to Defined by Selection Rule.