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Program Increment definition & Portfolio

Pratik Bengali_2cf8hg

Hi,

When we define a Program Increment within JA, Portfolio is the mandatory field and owner (the portfolio to which PI belongs) of the PI Object.

from help - "Type the PI’s number, name, short name, and description, select the start and finish dates, the portfolio to which the PI belongs, and the PI’s status..."

Although, in the Programs tab on the PI, we could add Programs from multiple Portfolios outside of the PI owning Portfolio.

What is the significance of this mandatory Portfolio dropdown if I can add Programs from other Portfolios to this PI?

If we decide to share a single PI definition/object with Programs from multiple Portfolios, which Portfolio would be the one owning this PI object?

Please clarify

Thanks.

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Rae Gibbs

@Pratik Bengali Thanks for your question! The selection of the Portfolio is relevant to know if Capabilities are turned on or not as Capabilities are turned on at the portfolio level. If a portfolio is selected that has Capabilities turned on, the only programs that will be displayed are those that belong to portfolios where Capabilities are turned on. And vice versa. If a portfolio is selected that has Capabilities turned off, the only programs that will be displayed are those that belong to portfolios where Capabilities are turned off. Hope this helps.

Pratik Bengali_2cf8hg

@Rae Gibbs Thank you for your prompt response. Makes sense.

Having a mandatory Portfolio field on the PI gives an impression that the PI belongs solely to the selected Portfolio and the selected Portfolio's Programs only.

Your clarification raises another question though.

Assuming none of the Portfolios have Capabilities enabled. Which means, all the Programs, under all the Portfolios could be added to the PI, agnostic of the selected Portfolio correct?

And if that's true, which Portfolio should be selected? Does it matter?

Most of the views determines the Portfolio by the Programs selected, how would it impact reporting if a particular Portfolio is selected verses another?

Does it make sense to have a blanket or umbrella Portfolio without any Programs just to define the PIs if the PIs needs to be shared across all the Portfolio Programs?

Apologies for so many questions. Just looking for clarity.

Rae Gibbs

@Pratik Bengali The Portfolio field has no bearing except for that. If a PI is shared with programs across different portfolios, it will still appear in the PI Grid when selecting any of the portfolios. It would be customer's choice as to which portfolio they want listed. If there is going to be someone specific that is going to be responsible for creating the PIs, they may want to use the portfolio to which that person belongs. I would not recommend creating a blanket portfolio.

I think the bigger question is, why are PIs being shared across portfolios and is this the correct solution.

Pratik Bengali_2cf8hg

@Rae Gibbs

Is it recommended to have PI contained within the Portfolio, i.e; all Portfolios should have their own PI objects?

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