Describe roll-up portfolio and program progress
As portfolio results are delivered by the related programs and projects, and program results are delivered by the related projects, you will need to review and understand the overall rollup progress from related components such as key performance indicators for each sub-program and project, status of risks, issues, change requests, etc., financial performance and status of all related project milestones.
To understand the overall portfolio (and program) progress within the record:
- Select the Details tab of the Portfolio or Program record.
- Under the Portfolio Status pane:
- Review the aggregated Portfolio Duration Completion and Portfolio Effort Completion charts.
- Validate the number of programs and projects displayed in the Portfolio Contents section.
- Ensure that the number of projects displayed in the Project KPI Summary section matches the number of projects in contained in the portfolio,
- Review the aggregated Portfolio Duration Completion and Portfolio Effort Completion charts.
- Under the Program Status pane:
- Review the aggregated Program Duration Completion and Program Effort Completion charts.
- Validate the health indicators and trends displayed in the Project KPI Summary section based on the most recent program status update.
- Review the aggregated Program Duration Completion and Program Effort Completion charts.