PPM Portfolio Closed

Use the Closed phase to perform analysis of the success of completed Portfolios.

When a Demand is approved (all Stakeholders approve) it moves to Closed. When the Demand enters the Closed 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 Closed phase, you can use the My Portfolio dashboard to evaluate the current status of your Portfolios.

To view Projects awaiting approval:

1. Right-click the Project in the Projects for Consideration section of the dashboard.
2. Select Actions.
3. Select Add to Portfolio.
   You can now see the updated values for Portfolio budgets and revenue.
4. Right-click the moved Project; under Actions you can select to move it back to the Projects for Consideration section, or select Commit to Portfolio.
5. If you chose to commit the Project to the Portfolio, refresh the dashboard to see updated numbers.
6. At this point, a Project manager can begin work on the Project, which is in New status.