Administration

Line of Business Overview

Introduction The application administrator can define the different the line of businesses (functions) in the organisation. An organisation can have multiple line of businesses (LOB). Each line of business has a LOB head and a portfolio manager in it. The LOB head is assigned a budget for its LOB to run different demands in it. […]

Strategic Program Overview

Introduction A program is an umbrella under which multiple related projects are planned for execution to facilitate common oversight / governance. For example, demands and projects that are identified / planned to meet a common goal / vision could be grouped under a Program. This would facilitate an integrated view while reviewing, planning, execution and […]

Managing Enterprise Settings

The application administrator can do the enterprise settings for the organisation. The enterprise settings consists of setting up the budget horizon and plan period. The budget horizon is the period for which the budget of the organisation is set.  It could be for 1 year (short term budget), 2 year (mid term budget) or 3 […]

Managing Users

Introduction The application administrator can invite users to the application and assign them roles.  According to the role given, the other users can access the application. For example, if you are given a Demand Sponsor role, you can create and publish a demand but if you are given a Collaborator role, then you can only […]

Financial Year Overview

Introduction The financial year is the calendar year in which the organisation have earned the money.  It is used for accounting purposes and preparation of financial statements. It begins on April 1st of each calendar year and ends on March 31st of the next calendar year. The overall budget of the organisation available for allocation […]

Master List Overview

Introduction A master list is a set of predefined values which are used in the organization and within projects.  A master list contains editable and non editable values. Each of the values contribute in defining a demand. You can add, change, or remove any values from the Master lists. You can add a new master […]