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Summarizing the Portfolio Optimizer

The top section on a portfolio gives you a summary of all important portfolio values. Each value is a total or average of values from all projects in the portfolio.

The following table summarizes each value in the summary section.

Name of Field Explanation
Budget You can enter the budget amount for all projects in the portfolio.
Remaining This value equals to (Budget - Total of all projects costs).
Budget vs. Cost Bar The area of this bar in green is the total cost of all projects in the portfolio. The empty portion is a representation of the remaining budget value.
Risk This value is the total amount of potential risks from the projects in the portfolio.
Net Value This value is the total of all net values from the projects in the portfolio.
Benefit This value is the total amount of project benefit from each project.
ROI This value is equal to ((Total Benefit – Total Cost) / Total Cost) * 100.
Alignment This is the average or mean value of all projects alignment scores.
Risk to Net Value Ratio The red bar represents the percentage of net value to risk, and the green bar represents the percentage of risk to net value.