10X: Allocate Themes to a PI and Program

You need to assign themes to a PI and a program for forecasting and roadmapping purposes. Allocation of themes to PIs is then used in the Investment vs. Actuals report.

To allocate themes to a PI and program:

  1. Select Reports from the left menu bar.
  2. From the Reports drop-down menu, select Investment by Theme.
    Note: Make sure the right PI is selected in the Program Increment drop-down menu on the configuration bar.
  3. On the toolbar (top-right of the page), click the Manage Investments button.
  4. On the Theme Planning View slide-out panel, select the necessary themes from the drop-down menu to allocate them to the PI.
  5. To allocate themes to the program, type the percent allocated to each of the selected themes, and then click Save & Close.

You can now see your program allocations per theme in the report.

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