Option 2: Define the Bucket's Balance

Proceed as follows to define the bucket's balance:

  1. Do not fill in the portfolio total. Click the % from portfolio area 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 relevant row in the resource column on the right is updated.
  2. Click OK. The goal information is updated. Buckets goals are displayed in the Title bar only in Balance view mode.

Related Topics

Value List Variable for X-Axis

Option 1: Define Goals for a Total Portfolio Goal with Bucket's Sum and Balance Goals

Option 3: Define Only a Total Goal for the Portfolio



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Last Published Tuesday, November 19, 2024