Project Management

PPM Software Evaluation Criteria

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The following section provides additional questions and considerations for Portfolio Identification. While refining these selection criteria for your specific needs, consider what your organization requires when identifying the scope of the portfolio(s) to be managed.

Portfolio Identification (questions and considerations)

Organizational
- What portfolios are required based upon the organizational structure? 
- Is there a hierarchy of portfolios required? 


Product-based
- What portfolios are required based upon specific products, services or customer groups? 
- Is there a hierarchy of portfolios required? 


Strategy-based
- What portfolios are required to track the attainment of organizational strategies? 
- Are there hierarchies of portfolios required? 


Project type
- What portfolios are required for project types? 
- Are there hierarchies of portfolios required?


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