PPM Portfolio Review
Use the Portfolio Review phase to perform analysis of the success of completed Portfolios.
When a Demand is approved (all Stakeholders approve) it moves to Portfolio Review. When the Demand enters the Portfolio Review phase, a placeholder Project is created and put in the Assessing phase. The information from the Demand is brought into the placeholder Project so Approvers can compare it against projects in progress.
In the Portfolio Review phase, you can use the My Portfolio Dashboard to evaluate current status of your Portfolios.
To view Demands awaiting approval:
When the Demand is in Closed status, the status change options are: Defer the Demand, Modify the Demand, or Accept the Demand. If the Demand is deferred, the status is set to Deferred. The One-Step™ Action Set to Portfolio Review will return the status to Portfolio Review. Modifying the Demand returns the Demand to the Evaluation phase.