A new GAITS Portfolio Site is now available. The User Guide is
being updated, but in the meantime, we wanted to make Portfolio
Managers aware of the new functionality. We have also implemented
major updates for Solution sites including Work Package planning and
monitoring, team member management, and tracking navigation as
described in a separate summary.
Unlike GAITS Solution sites, Portfolio sites can be customized to
meet the unique needs of a program. The platform has a wide range of
out-of-the-box functionality available that can be configured
quickly at set-up or over time. For example, functionality can be
added to show all activity on the site, message boards, finding
members, your other sites, and many more. The core portfolio
management functionality is outlined below:
The portfolio tab provides quick summary of
all project sites in a portfolio with the ability to quickly
drill-down into each project. Each project is listed and shows
the Healthcare Innovation Cycle status alongside an overview of
each Work Package. Each Work Package shows the current stage
(e.g. submitted, active, or completed) and summary data.
Progress bars are shown for active stages, while 5-star ratings
(more about these below) are shown for completed stages
The blue bar represents the cumulative % complete of all
Deliverables in a Work Package and the green bar is the %
time consumed. If red, the work package is overdue.
Also, we encourage Portfolio Managers to add a brief
description of each project in addition to the project name
to help recall what each project is about (use the Site)
New Solution Notes Tab
When the name of the Solution (in the top
gray bar) is clicked, it opens a new page on the GAITS site that
is only accessible to the Portfolio Manager: the “Solution
Notes” page. It shows the solution status, has a free-text box
for notes, and a SWOT Analysis section.
Work Package Rating
By clicking on the Work Package name, the
Work Package edit page opens. When the Portfolio Manager marks a
Work Package complete, the 5-star rating option appears. The
rating will only show to other Portfolio Managers.