Goals are set according to the Investor Map's Size axis category. The name of this category and the name of the portfolio are shown at the top of the dialog box. The name of the category is also shown as the title of the right column of the table. Each strategic bucket is shown as a row in the table. The name of the X axis category is shown above the `Value' column.
- In the Portfolio Goals field, enter the total amount allocated for the entire portfolio. For example, enter the `Total Planned Cost' for the portfolio. The fields described in the following steps are enabled.
Note: In order to complete the following steps, the value must be entered into the Portfolio Goals field.
- Goals can be entered as either percentages or actual values. The corresponding cell is automatically updated. Click the % from portfolio cell for a selected strategic bucket to enter the percentage of the resources to be allocated to that bucket. For further information about strategic buckets, refer to Alignment. The corresponding cell in the resource column on the right is updated.
- Click the relevant row in the resource column on the right and enter the actual amount of the resource to be allocated to the selected strategic bucket. For example, enter costs. The corresponding % from portfolio cell is updated.
- Repeat steps 3 or 4 for each strategic bucket that requires goal information.
- Click OK. The goal information is updated. The portfolio's total goal is displayed in the upper title bar of the Investor map. Each bucket's goal is displayed in its title bar.