Portfolio plans

A portfolio plan contains the overall plan summary data. A corporate-level portfolio plan defines the high-level goals, objectives, risks, and resources for all lower-level portfolio plans.

After a corporate-level portfolio plan exists, the next step is to create child-level portfolio plans. Portfolio plans are hierarchical and you can develop as many levels as needed to support your corporate objectives. Build plans and subplans to define your planning structure. A child-level portfolio plan can contain the goals, objectives, risks, and resources of the corporate-level plan. You also can add goals, objectives, and risks that are specific to a child-level plan.

The roles that contribute to the corporate-level portfolio plan are the executive team, which might include the CEO, CXO, Workplace Executive, Real Estate Portfolio Manager, Facility Manager, Environmental Manager, and Business Unit Executives. The roles that contribute to child-level portfolio plans are the Facility Manager or Real Estate Portfolio Manager.