Portfolio Management – Waterline Overview

The Bubble Chart Analysis was recently introduced. Now it’s time for another important tool for the Portfolio Management process. It is the Waterline Overview. You can find it in the ‘Portfolio Management’ section of the Analytics console.

This overview includes all projects which ‘Budget Allocated’ box is not checked. If a proposed project looks attractive, a portfolio manager can drag it above the waterline. Each time a project gets moved above or below the waterline, the totals that are displayed in the waterline are updated.
This makes it easier for organizations to decide which projects can be funded without exceeding the total capacity (in terms of internal effort), or the total budget, that is available for project implementations.

The ability to filter the Waterline Overview by program can help a program manager avoid a budget overrun for his or her program.