Portfolio Analyses Organization

We are currently using Project Server 2010 and would like to know if there is a way to organize the various Portfolio nanlyses previously completed. For example, each planning cycly we run multiple analysis and would like to be able to group these
by planning cycle or even be able to archive analyses for prior cycles. Is there a way to do this?
Thank you -
lbr

Hi,
Unfortunately, there is no out-of-the-box feature to archive or group portfolio analysis scenarios. You cannot even backup and restore those scenarios. You cannot neither create view to filter out old scenarios.
Since the scenarios do not contain data but are more like a container, I'd suggest to export old scenarios in Excel or any other convenient format and simply delete them once they are obsolete.
Hope this helps,
Guillaume Rouyre, MBA, MCP, MCTS |

Similar Messages

Error while creating new Portfolio Analysis (PS 2013)

Dear Folks,
I am trying to create a new Portfolio Analysis on my production server but getting some weird error message. Although I have configured everything correctly. (PS 2013 without SP1)
6 Generic Resources with Proper Rates, with Position Roles
6 Projects with basic information, with small plan, with resources
Whenever I select "Time-phased Resource Planning" It gives me an Unknown Error. But in ULS Log this is the error message:
Datasets:
AnalysisDataSet
Table Analysis
Row: ANALYSIS_UID='dd5b4cc1-2d6b-e411-93ff-00155d009e11'
Error PlannerHorizonStartDateDoesNotMatchTimeScale (28016) - column
HORIZON_START_DATE
Error PlannerHorizonEndDateDoesNotMatchTimeScale (28017) - column
HORIZON_END_DATE
General
Error:
QueueAnalysisCannotUpdateAnalysis (29682). Details: id='29682' name='QueueAnalysisCannotUpdateAnalysis' uid='53485703-2e6b-e411-93ff-00155d009e11' AnalysisUid='dd5b4cc1-2d6b-e411-93ff-00155d009e11' MessageType='Microsoft.Office.Project.Server.BusinessLayer.QueueMsg.AnalysisMessage'
MessageID='1' Blocking='DontBlock'.
Queue:
GeneralQueueJobFailed (26000) - AnalysisUpdate.AnalysisMessage. Details: id='26000' name='GeneralQueueJobFailed' uid='54485703-2e6b-e411-93ff-00155d009e11' JobUID='e54a3803-2e6b-e411-93ff-00155d009e11' ComputerName='e3b7641f-b9bf-4a1f-a5b3-a641445bd3ea'
GroupType='AnalysisUpdate' MessageType='AnalysisMessage' MessageId='1' Stage='' CorrelationUID='c6b3cb9c-f4ad-b0df-0000-02b15d6add06'. For more details, check the ULS logs on machine
e3b7641f-b9bf-4a1f-a5b3-a641445bd3ea for entries with JobUID
e54a3803-2e6b-e411-93ff-00155d009e11.
Could someone please help me to resolve this issue?
Many thanks
Mohsin Raza

Hi Moshin,
The message indicates that your capacity analysis (resource based) is out of range. It might be due to your planning horizon and granularity settings or to the project start and finish dates in the portfolio properties:
Also what are the start and finish dates of your projects? They cannot be out of the range : 1984 - 2049.
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

How to enable Portfolio Analysis Feature for Project Server 2010?

Hi,
We have a Project Server 2010 instance. We now want to Use the Portfolio Analysis on our server. How can we enable the feature on our existing environment without disturbing any current feature that we have ?
If someone can provide with the detailed steps for the configuration process that will be helpful.
Thanks

Hi ,
The portfolio feature is part of the out of the boxProject Server 2010 solution. Maybe you just have to unhide the links in the quick launch menu. It will not disturb any of your current configuration.
Please find here a couple of links:
https://login.live.com/login.srf?wa=wsignin1.0&rpsnv=12&checkda=1&ct=1397216770&rver=6.0.5276.0&wp=MCLBI&wlcxt=technet%24technet%24technet&wreply=http%3a%2f%2ftechnet.microsoft.com%2fen-us%2flibrary%2fgg715564%2528v%3doffice.14%2529.aspx&lc=1033&id=254354&mkt=en-US
http://azlav.umtblog.com/2012/04/10/resource-plans-and-portfolio-analysis/
Hope this helps.
Guillaume Rouyre - MBA, MCP, MCTS

Changing bubble chart to get a portfolio analysis?

Hello,
I am trying to get a portfolio analysis chart into XCelsius.
For that I am trying a workaround via a bubble chart.
My problem is that a usual portfolio chart has its own axis labels and does not have numerical values on its axis.
e.g. the caption for "low" "medium" "high" as seen on this picture:
http://www.1000ventures.com/design_elements/selfmade/strategy_formulation_ge_matrix_6x4.png
Is there any possibility to set such axis label values inside the bubble chart?
I would like to avoid setting extra labels because the dashboard user should be able to choose how many fields he wants.
Thank you
Edit: Another question about the bubble chart:
When I increase the size of one bubble, it actually does not become bigger, but the other bubbles become smaller. I suggest it has something to do with the marker size set to the chart.
Is there any way to get one buuble bigger without influencing other bubbles?
Edited by: Robert Karlovic on Apr 22, 2010 10:26 AM

"Is that my only option?"
You asked:
"How do I make the proper adjustment to get an accurately depicted pie chart?"
Numbers will chart the information that you supply.
If your spreadsheet supplies the negative values, and those values are sent to cells included in the group selected for the chart, then those values, ignoring the sign, will be included in the chart.
If you don't want those values included in the chart, then 'the proper adjustment' is to not supply the chart with those values.
You can do that using Badunit's formula, or this version:
=IF(B<0,"",B)
Different appearance on the table, but the same appearance on the chart as with BU's formula.
Regtards,
Barry

Portfolio Analyses - Resources

I have a project that is not included since the role is over-allocated by .12. Is there a way to include all projects that are .2 and below over-allocations?
Thank You,
John Fisher
[email protected]
http://www.bronsonhealth.com

John - have you looked at the "Hire Resource" options in Portfolio Analysis - there are a lot of parameters within Portfolio Analysis and your reference to a role being over-allocated by 0.12 suggests that you may have put a cap on hiring resources.
Can you "Force-In" the excluded Project, I assume that if you do this it will "Force-Out" another project due to budget constraints.
Dominic Moss MAPM, MCTS, MCITP, MCT
Wellingtone PM News
Wellingtone EPM Site
Wellingtone PM Recruitment

Requirement Details Report - Portfolio Analysis

In PS2013 (or 2010) is there a way to export the Requirements Details view (in Portfolio Analysis) to Excel? Are the underlying SQL queries accessible?
rgds
Mike Mahoney

Hi Prasanna
The copy and paste approach is pretty unsatisfactory and so you are left with the Surplus\Deficits report as a timephased excel output.
I had a brief look at the database and it does not seem to me that the data is readily available. The data I did see was in "pub" tables surrounded by guids.
Extending this thread a little further I hit a couple of issues:
1)The Hired Resource report
This failed for me when type was set to external (internal was fine) with
The action you requested could not be completed for the following reasons:
An unknown error has occurred.
An unknown error has occurred
The uls log suggested this might be a memory problem - it would be helpful to know if this was my issue and not a bug.
2)Selected Projects in the portfolio with no resources (either in res or proj plan or outside timeframe) would not allow analysis to proceed (x projects have no resources). This was very limiting and seems strange as the Gant Chart
view has a column "Has Resource Requirements" (set to Yes). Does 2010 behave in this way?
rgds
Mike Mahoney

Project Intelligence & Porfolio analysis & Project DBI

Hi,
Project Intelligence & Portfolio analysis & Project DBI
Please help me to understand what all these would do?? in which way its unique???
thanks a lot n advance...

Hi
Project Intelligence and Project DBI are relatively old fashion reporting tools of the individual project (Project DBI) and of the project-centric organization (multiple projects (Project inteligence). Currently Oracle Offer the OBIA as The Solution for reporting out of EBS and Projects in particular.
Portfolio Analysis is an application aimed to assist top level management in evaluating multiple projects, analysis of their potential contribution to the company strategic goals, and making the decision which projects to approve and execute. This application might be useful for capital projects or indirect projects, where there are limited resources and budgets, and the best projects should be selected for execution in a given budget cycle.
Dina

RAR Organizational Rules not showing/working on RAR 5.3_13.3

Hello Guys,
We are facing some problems during RAR Organizational Rules implementation. After creating our risk matrix (along with all functions) we start refining it with Org. Rules, accordingly to our company needs.
Unfortunatelly, after doing some tests, we found out that all created organizational rules are not working. They simply do not show on our reports (Risk Analysis > Organizational Level section). Any advice on that? I already went through the "How-To Guides" and a few SAP Notes (987031) without succeed.
As a business example, we have the need of certifying that a critical access (already mapped in a Critical Action Risk Type) is not a False Positive, checking also the organizational level for that specific activity (Company Code values) so, we are doing the following:
1) In a given Auth. Obj, we are activating BUKRS field, with $BUKRS value;
2) Created an Organization Rules. (e.g Org. Rule Company01 with BUKRS = COMP, and tagged RISK ID RK01*)
3) Re-generate/Update all risk rules
4) Ran Organizational User Mapping Job
5) Executed an Risk Analysis (Risk Analysis > Organizational Level section).
The results of report are the same as a regular risk analysis. No Organizational Rule were found in our result (in Org. Rule Description columm) but just all users with ANY risk.
Besides , the Org. Rule report ran the Risk analysis for ALL RISKS of our Matrix, not only for those mapped in our Org. Rule (RK01). Is this working properly? The organizational report should not only run a report for previously mapped risks ??? (in our business example, an report result with only users with Critical Access risk RK01 and with any Auth Obj with BUKRS Field value COMP!?)
Can anyone help us on the error above?
Thank you,
Best Regards,
Adam

Hi Natasha,
Reviewed the situation and suggest a work around. Just try whether the same is working or not.
As mentioned the roles are assigned to HR positions of the users and not to user ids. In that case in RAR under configuration tab go to 'user mappings' where you can map user id with the organisation position for the respective users in the particular system.
I suggest you can test it for one user and if works fine you can replicate for other users.
regards,
Jwalant

Project Varience Analysis

Hi
can anyone send a sample code for project variance analysis
thanks

go to through this link this is provide good information releted Project Portfolio Analysis
http://www.oracle.com/applications/projects/portfolio_plan.html

Analysis service cubes - Utilisation report, how to extract resource, team assignment information

Hi,
I am using Excel 2013 and attached an external data source from analysis services OLAP cube that Project Server 2013 builds.
The cube I am using is portfolio analyser.
I would like categorise the resources by which team they are part of firstly, i.e. Project Management, Technical Services, Delivery
I have created a PowerPivot table and would like group each user by team and then by resource name, capacity, work and availability. Time across the top, so I can see this for Year, month, and weekly utilisation.
How can I get the team that each is resource is assigned from this cube?
Thanks.

Hi Guillaume,
I think the field I require is listed in the Enterprise Custom Fields and Lookup Tables section of PWA, however I believe it was a default field that came pre-configured OOB after install. The exact field I require is located if you go to; PWA Settings
> Security >Manage Users > Select User> Team Details > Team Name.
As you can see by the description next team name, there are instructions advising on how to populate the team names for your organisation. So it was a pre-configured field.
Team Details
Team Details are optional and are used to define team membership and the team resource that represents a team. Before you set these options use "Server Settings"/"Enterprise Custom Fields and Lookup Tables" to create a lookup table that
contains your team names, and edit the "Team Name" resource custom field to use this lookup table.
Team Name is used to indicate team membership - each resource in a team will have the same value for Team Name.
The Team Assignment Pool check box is selected for the team resource, used when assigning tasks to the team. Often a generic resource will be used with the assignment owner field set as the team manager.
So I have entered in all my appropriate organisation team names in the Lookup Table for Custom Field; Team.
I have assigned each resource to one of the team names.
Now I would like to create a PowerPivot Table and incorporate the resource team to be able to create a utilisation report based on each team within my organisation.
After receiving the link from you above I have gone to central admin > Service Application > Project Server Service Application > OLAP Database Management > Configuration of Cube > Cube Dimensions > Resource >
I have added "Team_Resource" to the selected dimension list. Then I completed a "Build Now".
When I go back to my PowerPivot Excel sheet and refresh data I am able to see the new field however, it is not the field that I need.
Can you confirm which field I would need to add?
Is this field a multi field?
Appreciate your assistance.
Thanks

Organization Data for Create Change (Roles )

Hi,
I am required to fill in front end T Codes for a few COPA reports such as :
Customer Profitability Analysis
Organization Profitability Analysis
Product Profitability Analysis
Sales Analysis
Ship To Analysis
There is only one role defined here and that is Sales Management
what BI T- CODES would correspond to each of these reports?
Thanks
Edited by: SAPPER BI on Mar 11, 2008 11:29 PM

You can create workbooks assign to corresponding roles and let users it access thru BEx Browser (preferred approach)
OR
You can also have users access queries directly thru BEx
OR
If you add queries to the uses's favorites than once they log on to BW all the reports will appear under thr favorites. Reports can be executed directly from here by double clicking it (it will launch BEx)

Resource Availability in Portfoio Analysis (Strategy) 2010 is Always 0

Hi,
I am workig with PWA 2010 and we want to use the Strategy feature.
When I create an analysis, reach the last phase (Analyze Resource) and click on
Requirment Details on the ribbon, I can see in the bottom window (Project Requirements) the demand that my projects generate. However, in the top pane (Resource Availability) I see 0 for all the roles for every month. Also, the coloring in
the bottom pane is done as if I have no resources available (everythig is red)
I do have resources with these roles, some are named, some are generic, some have max units of 300%, 500% or 1000%.
What is my problem?

Hi Barak,
Some question to verify:
Let Project Server recalculate the Resource Capacity
Have you modified the resource roles after you have created the Portfolio Analyses? => Recreate the Portfolio Analyses
Make sure the 'Resource Capacity Settings' under 'Additional Server Settings' and the 'Planning Horizon and Granularity' settings for the portfolio analyses overlap.
Could it be that all resource roles are fully allocated in all timeperiods? The Resource Availability part shows the 'remaining availability'.
I hope this helps you to find a solution.
Regards,
Hans
My EPM blog: Projectopolis

Analyzing Resource Group / Business Unit in a Portfolio

I work at a company that runs large and small projects, some external and some internal. We have many different types of resources that are applied to a given project, with few interchangeable resources (for example, we have six different kinds of engineers
and I can't swap an engineer in one group for another). I'm well versed in how to resolve a resource allocation for a named resource, which will resolve overallocations in a given group for
a given project.
However, our company is dipping its toes into portfolio management. We might have several new projects proposed per week, and I would have to determine if I have enough of each kind of engineer (and technician and support personnel, etc) to support the proposed
project. What is the best way to look at the "group" field and see the remaining availability within a group?
Note that this needs to be a fairly automated look - assessing the availability within a group for portfolio management purposes should be a small fraction of my time.

Hi Kristen,
I'd personnaly not use the out-of-the-box "group" field but a resource custom field to fill for each named resource a skill/competency. Then either you can build custom reports for capacity planning, or you can use the stratgic portfolio features
that allows you creating a portfolio of projects and performing a capacity analysis based on a resource custom field (that would obviously be your skill custom field).
Here are few references:
https://support.office.com/en-US/Article/Analyze-portfolio-based-on-time-phased-resource-requirements-9721aee8-ca04-4339-ad13-62a0a20615f5?ui=en-US&rs=en-US&ad=US
http://technet.microsoft.com/en-us/library/gg597667(v=office.14).aspx
http://blogs.msdn.com/b/project/archive/2009/11/11/project-2010-introducing-portfolio-analysis.aspx
In addition to this, you could perform scenarios using the booking type for the resources assignments.
Hope this helps,
Guillaume Rouyre, MBA, MVP, MCP |

Oracle Project Portfolio Management

Hi,
Does Oracle have Project Portfolio product within EBS ?
If Yes, as we already have Oracle Projects implemented, so do we need to go for different License ?
Appreciate your feedback.
Regards,
Khan.

Thanks Sandeep for your response.
If its a separate Module then will it come under Project Suite ??...I know in Project Suite, there is a Module called "*Project Portfolio Analysis*" but I have never seen anything like "*Project Portfolio Management*". Is both are same or different ??.....If both are same then do we need to go for separate License inspite of having or implemented Project Management, Project Costing & Project Manufacturing.
Regards,
Khan.

Additional advantages of having SRM in EBP 5.0 compared to EBP 2.0

Hi,
I have just started working on SRM.
Please can anybody help me out by telling the additional advantages of having SRM in EBP 5.0 than having SRM in EBP 2.0 in the foll topics-
   Create & Approve Shopping baskets in EBP System
      - Office Supplies (Staples Punch out catalog)
      - Janitorial Supplies
      - Safety Supplies
      - Packaging items
      - Procurement of Pallets
      - Footwear
      - Paper Products
      - Free Text items (Describe Requirement)
      2 Level Approval Process for all Shopping baskets having value >
1.00 USD
       Account Assignment Category as Cost Centre for all Shopping
baskets
       Leading PO gets created in R/3 ( Classic Scenario)
       All other Follow - On Documents created in R/3 System
       Having both Internal & Punch Out Catalogs (Staples)
your help will be highly appreciated.
Message was edited by: kavita agrawal

Hi Kavita,
As far as I know about the SRM Benifits I am telling u please go through the details.
Before SRM these were the Business Challenges.
Inefficient processes
Manual processes within the company and with suppliers
Manual internal system interfaces
Long procurement cycle times
Roles not standardized for best practices
Value leakage
Off-contract purchasing
Disseminated user requirements and unconsolidated demands
High company-wide level of safety stock
Supplier Disconnect
Offline collaboration
High incidence of unplanned expenditures for services
Offline or disjointed supplier evaluations
Organization not empowered
Lack of visibility into the process or purchasing progress
Reactive management of purchasing staff
To overcome these challanges SRM implemented and SRM is having certain Benefits.
Strategic Purchasing & Sourcing
Supply strategy development
Spend analysis
Supplier selection
Contract management
Catalog management
Operational Procurement
Self service procurement
Services procurement
Plan driven procurement
Supplier Collaboration
Supplier registration
Design collaboration
Order collaboration
Collaborative replenishment
Supplier connectivity
Improve spend visibility and supply strategy
Supply Strategy Development
Demand aggregation & planning
Portfolio analysis
Purchasing strategy planning
Category management
Program management
Purchasing controlling and risk management
Spend Analysis
Global spend
Content consolidation
Reduce errors and compress sourcing cycle times
Supplier Selection
Supplier qualification
Request for quotation / information / proposal
Real time Reverse auctions
Sourcing event analysis
Manage contract compliance
Contract Management
Contract development
Document management
Contract distribution
Contract execution
Contract monitoring
Catalog Management
If this will solve ur purpose award the point for the same.
BR,
Vijay Mittal

Portfolio Analyses Organization

Similar Messages

Maybe you are looking for