Task: Identify Components
Receive and review requests for a portfolio, identifying components and supplying detailed information for each component.
Disciplines: Abstract
Purpose
  • To ensure that all components considered for inclusion in the portfolio contain a minimum set of relevant information, which is required to categorize and evaluate each component.
  • To ensure that only qualified requests (quality inputs) are transitioned to the next step.
Main Description

This is the initial task performed when defining and prioritizing components for a portfolio, where all work requests are received and reviewed. 

The primary outcome of this task is a clean start to the request processing. Quality input ensures that only qualified ideas and requests are put into the portfolio funnel with the purpose to set the proper conditions for effective and efficient management of demands put on the portfolio. This means that at anytime during this task, an idea or request could be rejected for further processing.

Key Considerations

Ideas and requests can take one of several forms and contain work of varied size and complexity, such as the following:

  • strategic project or product requests
  • project and product enhancements
  • user requests and production support