Capture portfolio/program assumptions (02:27)

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While your organization likely has a more specific definition of assumptions, an assumption is generally defined as a a condition that is expected to be true but cannot be confirmed. And like constraints, assumptions are typically external to the portfolio or program and therefore cannot be controlled by the team.

It is important to only base your plan on assumptions that you believe have a high likelihood of being true and should not be used to document conditions you need to be true to ensure successful delivery, but in fact are highly unlikely to be true. 



To capture program or portfolio assumptions:


Create new assumption

  1. Ensure you have the appropriate portfolio or program open in Portfolio IQ.

  2. Click the Assumptions tab.

  3. Click +New Assumption.

  4. Fill in the Name field.


    Important: It is mandatory and it should be clear and concise to help users identify the assumption in screens, reports, and dashboards.

  5. Provide additional details in the remaining fields.

  6. Click Save and Close.

Update assumptions

  1. Ensure you have the appropriate portfolio or program open in Portfolio IQ.

  2. Click the Assumptions tab.

  3. Click on the Assumption to be updated from the list.

  4. Update any field, as required.

  5. Click Save & Close.

Download Job Aid: Collaborating on portfolio and program support items


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.

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