Portfolio Reviews

A review of a portfolio allows Programme Managers to comment on the overall health of a programme of work, at the same time as Project Managers are providing a review of their individual projects.

This topic applies to i-lign 3.1.3 onwards.

Portfolio Reviews

Users with the appropriate permissions can view and create Portfolio Reviews. Portfolio Reviews are available from the Corporate > Business Alignment > Portfolios area of i-lign.

A review of a portfolio allows Programme Managers to comment on the overall health of a programme of work, at the same time as Project Managers are providing a review of their individual projects. In practice, both project and portfolio reviews should be consistent.

 

Setting Role Permissions

The ability to view or create Portfolio Reviews is not part of any i-lign Organisational Security Role by default and must be added for the functionality to become active. Contact your i-lign Administrator to request the required access.

Follow these steps to give users the ability to access Portfolio Reviews:

(To be performed by an i-lign Administrator with sufficient permissions to edit Organisation Security Roles.)

1) Go to the Corporate tab.

2) In the Administration section, click Organisation Security Roles.

3) Click the Edit button for the Role that you want to update e.g. Super User.

4) Scroll down the list and locate the Portfolio Review permissions. Select the View option for users who require Read access only. Select the remaining options for users who will be required to manage the reviews.

• Portfolio Review: Create
• Portfolio Review: Delete
• Portfolio Review: Modify
• Portfolio Review: View

6) To get to the Portfolio Reviews screen, a user must also have access to the Corporate Portfolios area of i-lign. Select:

• Portfolios: List

7) Click Save to retain the changes.

Repeat for all of the roles that you wish to have access to this features.