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Portfolio and Resource Analysis

This area of PD-Trak is designed to allow managers to develop a portfolio and resource plan which can be saved and opened later either to continue work or as a reference "document".  When a new Portfolio and Resource Analysis instance is created the user is prompted to give it a name.  In this example the instance was named "Portfolio 9-Jun-09".  Notice that the banner across the top of the main page in this mode is red.  Many of the reports in this mode are the same as in the Portfolio Management functions of the main interface of PD-Trak - the red banner provides a constant reminder that you are working in a Portfolio and Resource Analysis instance and not the main PD-Trak interface.
 
 
The Master Project Schedule (MPS) is the starting point in analyzing the portfolio, where the proposed portfolio of projects is selected.  Once the MPS is showing the desired projects the other reports will display data for the same set of projects i.e. the selected portfolio.  The format of these other reports are identical to the same reports in the Portfolio Management section of the main PD-Trak interface.
 
Looking closer at the MPS, suppose we have viewed the financial roll up and resource analysis reports and have decided to make some adjustments to some project parameters in order to optimize the portfolio (e.g. move out the start date of a proposed project, place an active project on hold for 6 weeks etc.). Clicking on the name of a project on the MPS brings up a dialog that allows the user to modify various parameters for that project as shown in the next screen shot.  Note that these changes are not being made to live, active project files.  The changes are local to the Portfolio and Resource Analysis environment allowing what-if analysis to be performed without affecting live project data. 

 
When the analysis is complete and the portfolio has been optimized, the MPS will show the parameters that were adjusted.  The senior managers would then work with the individual project managers to make the necessary changes to the live projects. 
 


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