Welcome to the Portfolios area.

Portfolios provides an efficient way to manage all delivery initiatives beginning with identifying the challenges facing the organization, soliciting ideas to address the challenges where the best ones become proposals and eventually projects.  And then projects can be combined into programs and portfolios:

• When you access Portfolios the site map on the left has links to Insights, Portfolios and Programs under the Leadership section.

• Leadership Insights contains PowerBI reports that pull the portfolio and program data together.  Project information can also be part of the drill through status reports for both. Portfolios and Programs can be created and maintained here as well.

Tip: This report is covered in more detail in the Portfolios Leadership reporting page.

• Next in the site map on the left is Intake.  Here, Proposals are captured, reviewed, and accepted or rejected.  Accepted proposals can automatically create projects in Projects based on your organization’s governance workflow.

• Intake Insights provides a consolidated, yet information rich report where you can easily see high-level and detailed proposal information. 

Tip: This report is covered in more detail in the Portfolios Intake reporting page.

• And finally, in the site map on the left is Innovation. Here is where organizational leadership can present business challenges they are faced with and open these challenges up to everyone in the organization to capture creative ideas on how to solve them.

• Innovation insights report pulls the data together providing a way to view the challenges and ideas in a variety of ways. 

Tip: This report is covered in more detail in the Portfolios Innovation reporting page.

_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}