How to set Theme Target %s in Portfolio and keep them from changing- and eliminate decimals

[Georgianne Rogers]

Is there a trick to updating the Target % on my Themes in Portfolio without having them automatically update and adjust the % allocation of the other themes?  I am struggling with how to set the exact target of each theme, because it keeps automatically updating the other theme amounts after I set them.

For example, if I have 5 themes, and I want to allocate them as 35%, 25%, 20%, 15%, 5%, how would I do this and get the exact amounts I listed? When I try, the amounts keep adjusting and I can never get them to be exactly what I want.  The closest I can get is 34.7%, 23.84%, 20%, 16.09%, 5.37%

Can we eliminate the decimals? I don't think anyone really plans below a full percentage point.

[Allard van Helbergen · Accepted solution]

Hi Georgianne,

The UI will adjust inputs when they don't add up to 100. Delete all your targets so that they are empty and then input them 1 by 1 top to bottom. You should notice that only the empty values will be adjusted. That way you should be able to input you preferred settings correctly.

Best,
Allard

[Georgianne Rogers]

Thanks Allard. The delete was not intuitive, since the numbers don't actually  go away, they just show up in gray vs black.   But I was able to get it to work.  Thanks for your help!

[Marcia Carlson]

Good point Georgianne.  We narrowed ours down to a pretty basic allocation of 40/40/20 across our work.  I gave up on the more complex allocation we had originally tried using which was 30/25/20/15/10.  Luckily we were able to group like projects together, but that won't always be the case.

[Georgianne Rogers]

Thanks Marcia. I tried numerous times, and unless I do a super simple allocation i.e. 50% &50% or 25%x4, I can't get them as I want.

[Marcia Carlson]

We noticed this too, it's quite frustrating.  We just kept updating each of our themes until the system finally accepted what we were putting in as the whole number.  I think it took 7 or 8 entries to finally get the themes to finally stick to the numbers we were entering.