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
  
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.
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
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-
Criteria
Status
-
-
Product configuration groups
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.
s
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
Go up to
Preparing to use the portfolio management workspace