After a corporate-level
portfolio plan exists, the next
step is to create child-level portfolio plans.
About this task
Portfolio plans
are hierarchical and you can develop as many
levels as needed to support your corporate objectives. A child-level
portfolio plan might contain the goals, objectives, risks, and resources
of the corporate-level plan. You also can add more goals, objectives,
and risks specific to a child-level plan.
Procedure
Click Space > Set
Up > Strategic Planning > Planning
Manager > Portfolio Plans to
open the Planning Manager and select the parent portfolio plan.
On the General tab, scroll
to the Portfolio
Plans tab. Click Add.
Review the Portfolio Plan form.
In the General tab,
General section,
enter a unique ID to identify the portfolio plan according to your
organization's standards. If you do not assign an ID, IBM® TRIRIGA® generates
an ID.
Use a name that summarizes the
scope of the plan, such
as North America 2013 Plan.
IBM TRIRIGA sets
the Parent Portfolio Plan to be the corporate-level plan. If this
plan is a child of a child plan, IBM TRIRIGA lists
its immediate parent.
The Geography field
identifies
the cities that are incorporated in the portfolio plan. It
must be a lower level than the geography on the parent plan.
The values in the Units section are pre-populated
from
the parent portfolio plan. Optionally, change the currency, area units,
carbon units, and energy units for this plan. These settings
determine the units of measure on the scenario metrics.
Click Create Draft.IBM TRIRIGA creates
the plan in Draft status and displays
more sections and tabs.