• Recommended Client Operating Systems and Utilities specifications
• Password policy
• Role-based security
• Features of the new CTP Tool
  • My Portfolios
  • Forms
  • Scorecards
  • Investor Maps
  • Dashboards
  • Workbook
  • Document Repository
  • Clipboard
• Training Materials

The Commonwealth has implemented a commercial-off-the-shelf portfolio management application - ProSight Portfolios which has been business-configured to automate portfolio management processes allowing agencies to manage their business needs and technology investments like a portfolio. This new web-based tool will enable agencies to choose and execute upon those IT investments that provide the greatest return to the needs of the citizens of the Commonwealth of Virginia.

The current CTP software is Primavera ProSight Portfolios 7.5 SP1

Password policy:

The Commonwealth Technology Portfolio Tool (CTP) is a secured Web site that uses the Dogwood account management system for entry. To request access to the CTP for the first time, click on the link below and look for the Dogwood toolbar. The toolbar will guide you through the steps to create a Dogwood account profile and submit the request for access to the CTP. Permissions to the application are authorized by the application owner.

If you already have a Dogwood account and access to the CTP, click on the link below and look for the Dogwood toolbar to login to the CTP.

Commonwealth Technology Portfolio Tool (ProSight)

Role-based security:

ProSight allows individual portfolio and investment data to be protected at the read as well as the write levels. All agency portfolios and their items (projects and procurements) are readable by all agency users. Permissions to create or edit data are set by role and by agency.

Roles within the CTP are:

• Agency IT Resource (AITR)
• Agency user (Project Managers, other agency-defined users)
• Agency Head
• Secretariat
• CIO
• PMD (Analysts and Investment Managers)

For more information on roles and permissions click here: ProSight Security Overview

Features of the new CTP Tool:

My ProSight:

PMD has developed process flows that guide step-by-step the ITIM processes, as well as specific role-based processes for agency users.

Forms:

Forms are the center for data-entry in ProSight Portfolios. PMD has provided intuitive data management screens which provide a simple means to capture or review IT investment data. Forms are structured by the overall ITIM process flow. For example, the Project Status form replaces the former "Major IT Project Status Dashboard" for reporting monthly key performance indicators.

Scorecards:

Scorecards provide a consistent framework for monitoring and communicating the status and health of agency IT investments. It creates an early-warning system to alert managers to potential crises and provide meaningful dialogue within the Commonwealth on the status of key performance indicators. Scorecards also facilitate automated approval processes.

Investor Maps:

Executive leadership can be provided a visual portrayal of the investment strategy using ITIM data held in the CTP. Analysts will be able to interact with the Investor Maps by drilling down for more specific information on investments and performing "what if" scenario planning to determine the optimal portfolio mix.

Dashboards:

Dashboards provide visual graphs and instant insight into an individual technology investment, a group of investments or a specific criterion. This feature enables agencies to focus in on key performance indicators and trends critical to their specific areas of interest and responsibility.

Workbook:

Workbooks are personalized pages that aggregate investment details, action items, checklists, contact information and more into a single, dynamic module to support and automate daily management activities.

Document Repository:

The Commonwealth Technology Portfolio is the system of record for all Commonwealth IT Portfolio Management Documentation. The CTP tool allows agencies to upload documents associated with the IT investments.

Clipboard: (new)

The new Clipboard feature allows data to be exchanged between Excel and ProSight, and provides copy & paste functionality within ProSight.

Training Materials:

IT Investment Management

IT Investment Management (ITIM) is the structured process the Commonwealth uses to manage technology investments, to ensure IT aligns with business needs and to maximize return on investments. Training materials include an overview of ITIM and information on the ITIM Standard.
IT Investment Management Training Materials

Introduction to Portfolio Management & ProSight

Provides an overview of the new portfolio management tool, ProSight Portfolios.
ProSight Overview

Training Manuals

These manuals provide the Virginia Information Technologies Agency (VITA) instruction on how to use ProSight Portfolios to manage information technology investments which includes IT strategic planning information, project management templates, information, and status reporting, and APRs.

• Portfolio Management and ProSight Training for AITRs
• Portfolio Management and ProSight Training for Project Managers
• Commonwealth Project Management using ProSight
• Monthly Status Report Handy Reference
• CTP-ProSight Navigation
• ProSight Knowledge Base
• ProSight IT Strategic Planning Tips and Tricks
• ProSight Clipboard Instructions
• ProSight Enhancements - January 2009
• ProSight Enhancements - March 2009
• ProSight Enhancements - April 2009

In the coming months, check here for information on future CTP ProSight classes or updates to training materials.

Learn more about IT Governance in the Commonwealth.