Configuration groups

Extending product function : Setting up the product portfolio management workspace : Deploying product portfolio management workspace template : Preparing to use the portfolio management workspace : Configuration groups

To make a workspace easier to maintain and access, you can change or remove configuration groups in that workspace. A configuration group is a set of modules and their attributes.

See

Scorecard for an Idea

Strategic objectives

Product configuration groups

Product offering information for a market plan

Revenue information for customer

Microsoft Project integration

Cost monitoring for project

Risk analysis for Business needs

Scorecard for an Idea

Modules	Attributes
Ideas	Scorecard Market Feasibility Business Feasibility Technical Feasibility Commercial Risk

Strategic objectives

Modules	Attributes	Related views	Related criteria
Ideas	Strategic Objectives	-	Criteria in the Strategic Objectives folder
Products	Strategic Objectives	Strategic Objectives Criteria for Prio	Criteria in the Strategic Objectives folder
Products	Related Ideas	-	-
Criteria	Status	-	-

Product configuration groups

Revenue and Cost thresholds

Return on Investment

Retirement project

Idea information

This configuration group contains information about ideas for a product.

Modules	Attributes
Products	Ideas Related Ideas
Ideas	Business mechanism Implementation Strategic objectives

Project information

This configuration group contains project information for a product.

Modules	Attributes
Products	Estimated Project Effort Projects (related views: Project, Non Product Retirement Projects) Related Projects Actual Project Effort
Projects	Status Project Manager (related views: All Project Managers) Budgeted Effort Estimated Effort Actual Effort Time Threshold Business Needs

Market shares

This configuration group contains information about the market shares for a product.

Modules	Attributes
Products	Geographic Markets (related criteria: Criteria in the Markets folder) Markets Market Share (related views: Market Share) MatrixWriter for Markets
Portfolios	Market Sizes
Market Shares	Market Revenue ($k) Market Size ($k) Market Share (%) Market Size Link (related views: Market Size) Product Trend Geographic Market
Market Sizes	Total Market Size ($k) Portfolio Geographic Market (related views: Geographic Markets(h))

Risk assessment

This configuration group contains information about the risk assessment of products.

Modules	Attributes
Products	Risk Assessment Risk of Commercial Failure Risk of Technical Failure Risk of Schedule Delay Organizational Risk Complexity Total Risk Score (related views: High Risk Products (Proposals))

Competitive analysis

This configuration group contains information to complete a competitive analysis of a product.

Modules	Attributes
Products	Competitive Analysis Competing Products Number of Competitors Covering the Market Product Advantages Price Design Quality Durability Safety Total Score Product Advantage Competitor Product Advantages List Size

NPV

This configuration group contains the NPV information for a product.

Modules	Attributes
Products	NPV (related views: Products (Proposals) with Negative NPV) Net Present Value of Acc Revenue/Cost Yearly Total Estimated Result Product Portfolio NPV for Portfolio
Portfolios	Total NPV (related views: View for calculating Total NPV) Products (related views: Our Product Portfolio (r/-))
Supporting Module	Float (related views: Edit Internal Rate)

Revenue and Cost thresholds

This configuration group contains information about the revenue and cost thresholds for a product.

Modules	Attributes
Products	Threshold Actual vs Target Revenue (related views: Products with Red or Yellow Thresholds) Threshold Actual vs Estimated Cost (related views: Products with Red or Yellow Thresholds) Target Revenue Actual Revenue Estimated Costs Actual Costs Difference % Actual vs Target Revenue Min Difference Revenue Difference % Actual vs Estimated Cost Max Difference Cost
Portfolios	Product Financial Information Threshold Active Products (Proposals)

Return on Investment

This configuration group contains information about the return on investment (ROI) for a product.

Modules	Attributes
Products	ROI Net Present Value of Acc Revenue/Cost Yearly Total Estimated Result Target Revenue Estimated Costs
Supporting Module	Float (related views: Edit Internal Rate)

Retirement project

This configuration group contains information about the retirement project for a product.

Modules	Attributes
Products	Retirement Project (related views: Product Retirement Project)
Projects	Project Type

Product offering information for a market plan

This configuration group contains information about a product offering for a market plan

Modules	Attributes
Market Plans	Products (related views: Our Product Portfolio(r/-)) Product Info
Products	Lifecycle Phase Market Share

Revenue information for customer

This configuration group contains information about the revenue information for customers.

Modules	Attributes
Customers	Revenue Product Revenue Total Revenue

Microsoft Project integration

This configuration group contains information about an integration with Microsoft Project.

Modules	Attributes
Projects (related view: Projects)	Title Planned Start Date Planned End Date Project Manager Business Needs Estimated Effort Actual Effort
Business Needs (related view: Business Needs)	Title Owner Start Date End Date Milestone

Cost monitoring for project

This configuration group contains information about monitoring the costs of a project.

Modules	Attributes
Projects	Budgeted Effort Estimated Effort (related view: Ongoing Projects > Gantt > Values) Actual Effort (related view: Ongoing Projects > Gantt > Values) Time Threshold Difference SetChoice Business Needs
Products	Estimated Project Effort Actual Project Effort

Risk analysis for Business needs

This configuration group contains information about analyzing the risks for business needs.

Modules	Attributes
Business Needs	Risk Analysis Technology Risk Quality Risk Cost Risk Schedule Risk Risk Index

See

Preparing to use the portfolio management workspace