Portfolios

Overview

Portfolio management is not concerned with the detail of projects and programs, rather, it approaches the management of projects and programs from a strategic viewpoint. Altus enables portfolios to be created which enable programs and projects to be linked to corporate strategy providing a high-level view of delivery.

Views

Below is an example of the All Active Portfolios view. This is the default view in Altus and has a hard filter to only show Active items:

Existing columns can be added to the view by clicking on Edit Columns.
View filters can be changed using Edit Filters.

OOTB Views

Altus comes with the following views for Portfolios:

View	Columns	Filters
All Active Portfolios	Name; Sponsor; Department; Start Date; Finish Date; % Complete; Status Reason; Portfolio	Status Reasons = Active
All Portfolios	Name; Sponsor; Department; Start Date; Finish Date; % Complete; Status Reason; Portfolio	None

Tabs

Each Portfolio record has the following tabs/features available to them:

Details
Strategic Goals
Key Dates
Projects
Stakeholders
Programs
Risks
Decisions
Changes
Constraints
Assumptions
Benefits
Documents

Details

The portfolio record has a details page that provides the user with the ability to set key metadata against them:

Strategic Goals

Strategic Goals can be linked to portfolios via this tab:
Further information can be found in the Strategic Goals page.

Key Dates

Key Dates can be tracked on portfolios.
Further information can be found in the Key Dates page.

Projects

Projects can be linked to portfolios via this tab:
Further information can be found in the Altus Project page.

Stakeholders

Stakeholders can be tracked on portfolios.
Further information can be found in the Stakeholders page.

Programs

Programs can be linked to portfolios via this tab:
Further information can be found in the Programs page.

Risks

Risks can be tracked on portfolios.
Further information on Risks can be found in the Key Dates page.

Decisions

Decisions can be tracked on portfolios.
Further information can be found in the Decisions page.

Changes

Change Requests can be tracked on portfolios.
Further information can be found in the Change Requests page.

Constraints

Constraints can be tracked on portfolios.
Further information can be found in the Constraints page.

Assumptions

Assumptions can be tracked on portfolios.
Further information can be found in the Assumptions page.

Benefits

Benefits can be tracked on portfolios.
Further information can be found in the Benefits page.

Documents

Documents can be tracked on Portfolios.
Further information can be found in the Documents page.

Columns

The following columns exists in Altus.

Columns prefixed with sensei_ are those that form part of the Altus solution.

The remaining are default dataverse fields created automatically.

Property	Value
Display Name	Portfolio
Name	`sensei_portfolio`
Primary Column	Name
Description

Display Name	Name	Data type	Field Length	Customizable	Required	Searchable
Benefits Strategy	`sensei_benefitsstrategy`	Multiple lines of text	2000	True	False	False
Cost Type	`sensei_costtype`	picklist		True	False	False
Created By	`CreatedBy`	Lookup		True	False	False
Created By (Delegate)	`CreatedOnBehalfBy`	Lookup		True	False	False
Created On	`CreatedOn`	Date and Time	Date and Time	True	False	False
Department	`sensei_department`	picklist		True	False	False
Description	`sensei_Description`	Multiple lines of text	4096	True	False	False
Expected Benefits	`sensei_expectedbenefits`	Multiple lines of text	2000	True	False	False
Import Sequence Number	`ImportSequenceNumber`	Whole number		True	False	False
Investment Category	`sensei_investmentcategory`	picklist		True	False	False
Justification	`sensei_justification`	Multiple lines of text	2000	True	False	False
Location	`sensei_location`	Single line of text	100	True	False	False
Modified By	`ModifiedBy`	Lookup		True	False	False
Modified By (Delegate)	`ModifiedOnBehalfBy`	Lookup		True	False	False
Modified On	`ModifiedOn`	Date and Time	Date and Time	True	False	False
Name (Primary name column)	`sensei_name`	Single line of text	255	True	True	True
Organisational Change Impact	`sensei_organisationalchangeimpact`	picklist		True	False	False
Owner	`OwnerId`	Owner		True	False	False
Owning Business Unit	`OwningBusinessUnit`	Lookup		True	False	False
Owning Team	`OwningTeam`	Lookup		True	False	False
Owning User	`OwningUser`	Lookup		True	False	False
Percent Complete (deprecated)	`sensei_percentcomplete`	Whole number		True	False	True
Portfolio	`sensei_portfolioId`	Primary Key		True	False	False
Problem Statement	`sensei_problemstatement`	Multiple lines of text	2000	True	False	False
Program Governance	`sensei_programgovernance`	Multiple lines of text	2000	True	False	False
Record Created On	`OverriddenCreatedOn`	Date and Time	Date Only	True	False	False
Resources Needed	`sensei_resourcesneeded`	Multiple lines of text	2000	True	False	False
Scope	`sensei_scope`	Multiple lines of text	2000	True	False	False
Sponsor	`sensei_sponsor`	Lookup		True	False	False
Stakeholder Considerations	`sensei_stakeholderconsiderations`	Multiple lines of text	2000	True	False	False
Status	`statecode`	Choice		True	False	False
Status Reason	`statuscode`	Choice		True	False	False
Teams Channel Id	`sensei_channelid`	Single line of text	100	True	False	False
Time Zone Rule Version Number	`TimeZoneRuleVersionNumber`	Whole number	-1 to 2147483647	True	False	False
UTC Conversion Time Zone Code	`UTCConversionTimeZoneCode`	Whole number	-1 to 2147483647	True	False	False
Vision	`sensei_vision`	Multiple lines of text	2000	True	False	False

Project Cost Type (sensei_projectcosttype)

Value	Label	Description
`955000000`	CAPEX
`955000001`	OPEX

Project Departments (sensei_projectdepartments)

Value	Label	Description
`955000000`	Finance
`955000001`	HR
`955000002`	Marketing
`955000003`	IT
`955000004`	Operations
`955000005`	Sales
`955000006`	Corporate

Project Investment Category (sensei_projectinvestmentcategory)

Value	Label	Description
`955000000`	Run
`955000001`	Grow
`955000002`	Transform

Organisational Change Impact (sensei_organisationalchangeimpact)

Value	Label	Description
`955000000`	No Organisational Impact
`955000001`	Low Organisational Impact
`955000002`	Moderate Organisational Impact
`955000003`	Strong Organisational Impact
`955000004`	Extreme Organisational Impact

Security Roles

Security Role	Create	Read	Write	Delete	Append	Append To	Assign	Share
Altus - PMO User
Altus - Portfolio Manager
Altus - Portfolio Manager - Team
Altus - Strategy Executive
Altus Admin User
Altus Portfolio User
Altus Strategy User