Project Portfolio Management - Managing and Optimizing Portfolios Containing Project Dependencies

When you're trying to select an optimal set ofrepresents that "A" is a precondition for "B" and "B" is
projects with the highest value to your businessa precondition for "C." Note that you could deliver "A"
from a multi-period portfolio, dependencies betweenwithout "B" or "C", but you could not deliver "B" or
projects should be an important part of your"C" without delivering "A" first.
consideration. Project dependencies can add and- Project A Or Project D: Represents that "A" or "D"
subtract value from individual projects and the overallmust be included in the portfolio. Note that this
portfolio. These dependencies can also dramaticallymeans that if "D" is selected, "C" and "B" are
increase the complexity and difficulty of optimizingexcluded because they are dependent on "A" as a
your portfolio if you're not using an optimization toolprecondition. You also want to be sure to avoid
that manages them.circular dependencies that can unintentionally force
For example, if you have a portfolio of 35 projects,projects in or out of the portfolio. For example, if we
but you don't have the money or resources to do allmistakenly added the following dependency to the
of them, you'll want to find the set that will give youones above:
the most value for your money, resources, and time.- Project D Then Project CThis dependency would
But because there are over 34 billion possible subsetsprevent "D" from ever being selected because "C"
of projects in a 35-project portfolio, finding an optimalhas "A" as a precondition and the"Project A Or
set that meets your constraint criteria can beProject D" dependency prevents "A" and "D" from
impossible without using an optimization tool. Addingbeing included together in the portfolio.
dependencies into the mix can make that searchThere are two different ways to consider project
even harder.dependencies: Intra-project dependencies and
There are 4 basic types of dependencies:Inter-project dependencies:
- "Then": The "Then" dependency is used when one- Intra-project dependencies are dependencies within
project depends on another project being included inthe frame of a larger project. For example, a drug
the portfolio. For example, "Project B Then Projectproduct development project has three phases of
A" means that if "B" is included in the portfolio, thenclinical development, and each phase must be
"A" must also be included. The "Then" dependency iscompleted successfully for the drug to advance to
often used to insure that a prerequisite project isthe next phase.
included in the portfolio.- Inter-project dependencies are dependencies
- "Then Not": The "Then Not" dependency is thebetween separate discrete projects. When
singular exclusive dependency used to exclude oneconsidering a large multi-phase project that has a
project based on the presence of another project.series of go and no-go decision points during its
For example, "Project A Then Not Project B" ensuresexecution, you should divide the project into a series
that "A" and not "B," or "B" and not "A," or neitherof sub-projects with intra-project dependencies at
"A" nor "B" are included in the portfolio.each decision point, particularly if the go or no-go
- "Or": The "Or" dependency is the mutually exclusivedecision will have significant value, cost, resource, or
dependency used to include one project or anotherother impacts on your overall portfolio.
project, but not both. For example, "Project A OrUsing the drug product development project
Project B" ensures that "A" or "B" are included in thementioned above as an example, if the first clinical
portfolio.phase failed, then the next two phases would not be
- "Both or Neither": The "Both or Neither "executed, freeing up money and resources for other
dependency is used to include both projects orinvestments. Since these two phases were
neither project. For example, "Project A Both orconsidered as separate projects, you could then
Neither Project B" ensures that "A" and "B" are eitherre-optimize your portfolio to reallocate those funds
both included or both excluded from the portfolio.and resources to other projects. Managing your
You can use these dependencies to create virtuallyportfolio this way lets you consider both long-term
any type of project relationships that you want,values and costs while also optimizing shorter-term
including chains of relationships such as:resource allocation strategies.
- Project C Then Project B Then Project A: This