What is the calculation logic for Portfolio Mgmt strategy tab and how are the values are calculated in %ages?
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What is the calculation logic for Portfolio Mgmt strategy tab and how are the values are calculated in %ages?
Hi,
We sum all the figures for the various initiatives that belong the portfolio (Program/Project/Proposal/Assets) - figures are the same as the ones available on the other portfolio screens (projected costs & resources demand). We then show % distribution based on the Strategic theme that each of these initiatives is aligned to.
Note that in more recent PPM versions, these two pie charts are removed and replaced with "per-strategic-theme" info on the "Strategy" tab (when picking a Strategic Theme). You can easily re-create these pie charts (if relevant) on the Portfolio Overview page with a Self-Service portlet and the "Portfolio Items" data source.
I am looking for ppm 24.3.as part of strategic theme, I can see the projected forecast cost as 5% projected resource demand to be 6%.
However, I am unable to identify formula or rule which is used to calculate these projectionss.
Well, same formula as explained before: take all the initiatives (projects/proposal/programs/assets) in the portfolio, and this percentage is the ratio of projected cost / resource demand for the intiatives that aligned with this strategic theme VS total value of all initiatives in this portfolio.