Dear all,
I have a couple of questions regarding working with Portfolio
Q1: I still don’t understand what exactly the action "Update Portfolio" does. I tried to invoke it when the schedule of the project included in portfolio has changed, but it did not have any effect, portfolio was still showing old version after I did Update Portfolio =>New version.
Note: Consolidate/Distribute seems to be working as expected.
Q2: When performing resource constant scheduling of an individual project, only Standard Method is available if an option “Consider Portfolio Schedule”, is selected. Why is that?
Q3: When performing resource constant scheduling of an individual project and option “Consider Portfolio Schedule” is selected, then the following behavior is observed:
Resource leveling takes into account portfolio resources, without considering, that this project itself is already a part of ths portfolio, so it “double counts resources”. Example: when one has a portfolio of 2 projects, each consisting of Activity 1 with Resource A, when portfolio scheduling will be done, then in one of the projects Activity 1 will be correctly delayed by resource leveling.
If I now go to any of the projects and perform resource constrained scheduling, with the option “Consider Portfolio Schedule”, then I will see, that the Activity 1 will be delayed yet again, even though it is not needed, because it is already a part of the portfolio, hence total resources of the portfolio already take into account this project.
Did I miss something here?