DocumentationWorkfrontWorkfront Guide

Optimize projects in the Portfolio Optimizer

Last update: Wed Dec 07 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can use the Portfolio Optimizer to prioritize your projects based on their scores and other values. The Optimizer takes into account important project information like the cost, alignment, risk and ROI to prioritize the projects according to what is more important to you.

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan*
Business or higher
Adobe Workfront licenses*
Plan
Access level configurations*

Edit access to Projects and Portfolios

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

Manage permissions to the portfolio

Contribute or higher permissions to the projects

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Optimize projects in the Portfolio Optimizer

  1. Open a Portfolio, then click Portfolio Optimization in the left panel.

    The Portfolio Optimizer displays.

  2. Click the Optimize icon .


    The categories by which a project can be scored display to the left of the Optimize icon.

  3. Using the sliding circle, modify the optimization of any of the following categories:

    • Low Cost: Move the slider to the right to view projects with the lowest Planned Cost.
    • High Alignment: Move the slider to the right to view projects with the highest alignment based on the Scorecard.
    • High Value: Move the slider to the right to view projects with a higher Net Value score.
    • Low Risk to Benefit: Move the slider to the right to view projects with the lowest risk to benefit ratio.
    • High ROI: Move the slider to the right to view projects with a higher return on investment (ROI).

  4. Click the x icon to close the optimization categories.

    This updates the Score values for each project in the Score column.

    For information about the Portfolio Optimizer Score, see Overview of the Portfolio Optimizer Score.

  5. After the correct weights have been set for the Score column, click the header of the Score column to sort by this column. The project with the highest score is displayed at the top of the list.

  6. (Optional) Drag and drop projects in the order of your priority.
    This will change the order of the projects in the Portfolio Optimizer.

  7. (Optional) Click Set Priority to save the new priority of the projects.
    For more information about prioritizing projects in the Portfolio Optimizer, see the article Prioritize projects in the Portfolio Optimizer.

  8. Click Save to save your Portfolio Optimizer.

recommendation-more-help
5f00cc6b-2202-40d6-bcd0-3ee0c2316b43