Rank demands and projects
Rank demands and projects to prioritize demands and projects for their approval and execution within a portfolio.
Before you begin
Role required: it_portfolio_manager
About this task
By default, the Rank By Score list ranks demands and projects based on system-generated scores. Rank of a demand or project is specific to a fiscal year. A project can be ranked as third in FY17 but ranked sixth in FY18.
Procedure
- Navigate to Portfolio Planning Workbench from either of two starting points.
| Location | Steps |
|---|---|
| From application navigator |
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| From the portfolio list |
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- Adjust the rank automatically or manually.
| Action | Steps |
|---|---|
| Adjust the rank automatically |
For example, if the ranks after moving or canceling some projects are 1, 2, and 5, this action adjusts the ranks as 1, 2, and 3.
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| Adjust the ranks manually |
When you change the rank of a project or demand, the ranks of other projects or demands adjust automatically. For example, if the rank for a project ranked as number 2 changes to number 4, the project ranked number 3 automatically assumes rank 2. |
Example
The following table explains manual adjustment of ranks.
| Scenario for edit rank | Rank update | Rank before manual edit | Rank after manual edit |
|---|---|---|---|
| If initial rank is 0 or blank and other ranks are present, then after edit, the successive ranks get incremented by 1. | - Initial rank: 0 - Edited rank: 2 |
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| If initial rank > edited rank, then after edit, the successive ranks get incremented by 1. | - Initial rank: 4 - Edited rank: 1 |
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| If initial rank < edited rank and there is no gap in rank sequence, then after edit, the previous ranks get decremented by 1. | - Initial rank: 1 - Edited rank: 3 |
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| If initial rank < edited rank and there is a gap in rank sequence, then after edit, the successive ranks get incremented by 1. | - Initial rank: 1 - Edited rank: 4 |
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Parent Topic:Create planning scenarios