Portfolio Planning - My Portfolio

What Is My Portfolio in OnePlan?

My Portfolio is the central area in OnePlan where organizations plan, view, and analyze their strategic portfolios. It brings together portfolios, programs, projects, and epics into a single, structured view so decision‑makers can understand progress, health, and alignment to strategy.

What you will understand
After reading this article, you will understand what My Portfolio is, how it works conceptually, and how it supports strategic portfolio planning in OnePlan.

Who This Article Is For: My Portfolio

This article is intended for:

• Portfolio Managers responsible for prioritizing and monitoring strategic initiatives
• PMO leaders overseeing portfolios, programs, and projects
• Executives and stakeholders who review portfolio health, risk, and alignment
• Program and project leaders who contribute data used in portfolio planning

If you need instructions for managing or updating plans, see related How‑To articles.

How My Portfolio Works in OnePlan

Centralized Portfolio Structure

My Portfolio organizes work using a hierarchical structure that commonly includes portfolios, programs, projects, and epics. While this hierarchy is often used for traditional portfolio management, OnePlan is flexible and can support alternative structures such as product portfolios or scaled agile frameworks.

Unified Visibility Across the Portfolio

My Portfolio consolidates financial, schedule, progress, and health data into shared views. This allows organizations to assess portfolio performance without switching between disconnected tools or reports.

Flexible Execution Tool Integration

My Portfolio is designed to support OnePlan’s “power to choose” approach. Portfolio planning and analysis occur in OnePlan, while execution can continue in external delivery tools that best fit each team’s way of working.

Key Components of My Portfolio

Portfolio List
The Portfolio List is a hierarchical, grid‑based view that displays portfolios, programs, projects, and epics together with key attributes such as status, financials, schedules, and health indicators.

Portfolio Board
The Portfolio Board is a visual, card‑based representation of plans organized into lanes such as state, status, or business unit. Boards support portfolio‑level analysis such as work‑in‑progress limits and dependency awareness.

Portfolio Roadmap
The Portfolio Roadmap is an interactive, time‑based visualization that shows how plans relate to one another over time. It highlights sequencing, dependencies, and key events that impact portfolio outcomes.

Portfolio Dashboard
The Portfolio Dashboard provides visual reporting through charts and metrics that summarize portfolio performance, financial position, risk, and overall health.

How My Portfolio Fits Into OnePlan

• Strategic Portfolio Management: My Portfolio serves as the primary planning and analysis layer for aligning work to strategic objectives.
• Financial Planning: Portfolio views surface budget, forecast, and financial health information for informed investment decisions.
• Execution Tools: My Portfolio connects planning and oversight in OnePlan with delivery data from integrated execution tools.
• Reporting and Analytics: Dashboards and health indicators transform portfolio data into actionable insights for stakeholders.

Common Scenarios: When to Use My Portfolio

• A PMO reviews portfolio health to identify initiatives that are off track or at risk.
• Executives assess whether current investments align with strategic goals and priorities.
• Portfolio managers analyze dependencies and sequencing before committing to new work.
• Organizations perform work‑in‑progress analysis to balance demand and capacity at the portfolio level.
• Stakeholders use dashboards to understand financial exposure and overall portfolio well‑being.

Frequently Asked Questions: My Portfolio

Is My Portfolio only for traditional project portfolios?
No. While My Portfolio commonly uses a portfolio, program, project, and epic hierarchy, OnePlan can be adapted to support other organizational structures such as product portfolios or scaled agile models.

Does My Portfolio replace execution tools?
No. My Portfolio focuses on planning, analysis, and oversight. Execution work can continue in other tools while OnePlan aggregates and analyzes portfolio‑level data.

Can My Portfolio show financial and schedule health together?
Yes. My Portfolio surfaces multiple dimensions of portfolio health, including financial, schedule, effort, and risk indicators, in a unified view.

Is My Portfolio intended for day‑to‑day task management?
No. My Portfolio is designed for portfolio‑level planning and decision‑making rather than detailed task execution.