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Prepare a portfolio review

This guide is for portfolio owners and teams preparing decisions on priorities and resources. The review brings together each initiative’s contribution to a priority and the confirmed funding available to deliver it.

Get ready for the review​

Choose the portfolio, the fiscal year, and the business outcome to review. You need access to the portfolio in Portfolio Workspace and an available fiscal year to open the annual execution view.

For “Delivery reliability,” the review question is “What should we adjust to reach 95% on-time deliveries by the end of June?” Before the meeting, look up the delivery punctuality key result and compare the reading with the planned value. Prepare a strategic review

Read the annual execution figures​

  1. In Portfolios → Portfolio Workspace, select the portfolio name and choose the fiscal year to review.
  2. In Overview, record Confirmed Allocation, Execution Allocation, Portfolio Remaining, and Undistributed.
  3. In Execution, find Direct Portfolio Projects and Programs. Expand programs to see the amounts distributed to their projects. Check which level each amount refers to before comparing them.

In a fictional example, the portfolio has a confirmed allocation of 120,000 in the fiscal year’s currency. It allocates 70,000 to the program and 20,000 to the direct project, leaving 30,000 at portfolio level. If the program has distributed 45,000 to its projects, 25,000 remains to distribute within the program. Allocated amounts describe how funds are divided. For recorded costs, open Finance.

If no fiscal year is available, check with the investment owner that an annual allocation exists. Editing execution requires a validated annual allocation and the appropriate write access.

Prepare the decision​

For each initiative, record the priority it supports, the observed result, its owner, and the decision required. If March shows 88% on-time deliveries against a planned 90%, ask the program owner where delays are concentrated and the direct project owner what its alerts detect. The committee can then decide whether to keep funding as planned, adjust a priority, or request further analysis before reallocating funds.

To review the portfolio’s scope, see Organize a portfolio.