Use a custom field to specify which projects to include in the portfolio
- [Instructor] Just because you add a proposed project…to the portfolio list, it doesn't always make it…into your portfolio of active projects.…When you select the projects to include in your portfolio,…a custom field can designate projects as Active…or as part of your backlog.…Let's set up a custom field to do this.…On the Project tab, I'm going to click Custom Fields…to open up the Custom Fields dialog box.…It opens up to the text type, so I can scroll down that list…until I find the field I want, which is Text18.…
I'm going to select that, and the first thing I do…is click Rename beneath the list.…I'm going to call this field InPortfolio,…then click Okay to close the Rename field dialog box.…Let's set up a lookup table for this field.…Beneath the list, click the button Lookup,…and that opens up the Edit lookup table dialog box.…The first value that we want to fill in, is Active.…I'm going to click the description field,…and the description that I'm going to add is…Projects selected for the portfolio.…
Now let's go to the second value cell.…
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- Setting up portfolio measures
- Creating custom fields to calculate selection criteria
- Defining custom fields for risk measures
- Setting up resource planning
- Building a list of projects
- Adding graphical indicators to the portfolio dashboard
- Evaluating projects for the portfolio
- Reviewing demand and availability for each skill set
- Building a rough schedule
- Managing the portfolio