Creating Process Models for Portfolio Projects

In Accolade, a portfolio is a collection of projects. The collection may include a project's related projects (through the Member Of link type) or it may include all the projects to which a Process Manager has Manage Process rights, which is considered the Process Manager's default portfolio.

As a Process Designer, define the models used for the parent projects that contain the collections.

To create a model for a project that contains a portfolio:

1. From the System menu, select Process > All Models.

To narrow the process model list, search by the process model name, system name, or class.

2. Do one of the following:

• To add a new model - Click Add New in the upper right corner of the page.
• To create a new model based on an existing model - Click in the Copy column to create a copy that can be used as a base to build a new model.
• To edit an existing model - Click the name of the model to open it for editing.

3. Create or edit the model as a gated, non-gated, or an idea model with the following characteristics:

• Select a class that has the Is Portfolio option selected.
• Select the Portfolio option in the Visible Tabs field to ensure that the portfolio is available when viewing projects created using the model.
• (Optional) If the model has a page layout assigned that includes a Create Child Project button, select a default model in the Default Portfolio Model field to use for projects created using that button.

4. Associate one or more metrics with the model with the following characteristics:

• In Presentation Settings, select either Show or Edit for Portfolio.

Number type metrics roll up from the projects in the portfolio to the parent project that uses this model. The roll up value is not editable in the parent project, even if set to Edit. Other types of metrics do not generate roll up values because they cannot be summed.

• Ensure that the same metrics are associated with models for all projects that may be contained in the portfolio, along with the models for the parent project.

5. Click Apply to save your changes.

Notes:    Accolade Portfolio Management and Portfolio Optimization are optional Accolade components that you may not have access to. To implement these solutions, contact Sopheon Customer Support.