Our forums are currently in maintenance mode and the ability to post is disabled. We will be back up and running as soon as possible. Thanks for your patience!



Modeling using Portfolio Modeler: Project Server 2003

By alexkv ·
I want to model a portfolio in MS Project.

This is my goal. In my organization, I have this hierarchy:

Portfolio1: HealthCare
+-------------- Program1: NIH
+---------------- Project1
+---------------- Project2
+-------------- Program2: Kaiser P.
+---------------- Project3
+---------------- Project4
Portfolio2: Defence
+-------------- Program3: DOD
+---------------- Project5
+---------------- Project6
+-------------- Program4: Boeing
+---------------- Project7
Portfolio2: Banking

There are managers at each level of this hierarchy. For eg., there is the CTO who is in charge of all portfolios, there are the program managers below him and project managers under the program managers.

Can I create a portfolio hierarchy in project server to be able to view all tasks and resources at each levels? For eg., the CTO should be able to see all protfolios, all tasks on each program under each program and consequently in each project in all the programs. The program manager should be able to view tasks, risks and resources for only those programs and projects under him/her. The project manager should be able to view tasks, risks and resources under him/her...

Is this possible? How can I use the Portfolio modeler to do this? Or do I have to use another tool within MS Project Server or a third party tool?

When I used the portfolio modeler to add projects to a portfolio, I got this error:

"The modeling server is unable to read a project".

I'm working on Project Server 2003 suite. I'm able to add new projects, upload projects, add resources etc but I'm not able to use the portfolio modeler...

Can someone please help?

Thanks in advance,

This conversation is currently closed to new comments.

Thread display: Collapse - | Expand +

All Answers

Share your knowledge

Related Discussions

Related Forums