Portfolios: Strategic vs. Tactical
Good morning,
Currently in Project Insight, we have the ability to create a portfolio and rank items with an auto-rerank that automatically shifts things around. We love this!
Portfolio usage may be different from one agency to another. We use ours to align projects with our strategic goals.
However, there are projects within departments - tactical projects - that allow operations to move forward and/or improve. I am writing this request to find out if other PI customers may also see a benefit in having more than one portfolio. Strategic portfolios are typically the norm, but some departments (like MIS/IT and others) could benefit from having their own tactical project portfolio to assist them in resource allocation and prioritization.
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Official comment
Hi Rania and other PI users,
We have worked with a few customers regarding their portfolio and program management strategies and it has varied from team to team.
What we have found in common are the steps laid out in the article, Portfolio & Program Management.
Please comment below for follow up questions and we'll be happy to address them.
Thanks!
Dylan
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Rania,
I would love this feature. I clicked the up arrow however it decreased the vote total. Not sure how else to vote.
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Hi Holly,
If you find that when you click the "upvote" your vote decreases the count, it means you have already voted for this feature. (You can only vote once, so it you click it again we assume you made a mistake in voting for it).
Trixy trixy logic.
I like this feature too. I'm going to add my vote to the list.
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This feature would be very useful for us as well.
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