A portfolio manager needs to identify whether projects within a portfolio meet specific strategic criteria. What approach should they take?

Question

Options

• ACreate a custom dashboard to filter projects based on criteria
• BReview each project's financial summary
• CUse a predefined Gantt chart to track task durations
• DGenerate a workload balancer report

• A
  88% (14)
• B
  6% (1)
• D
  6% (1)

Explanation

Option A is correct because a custom dashboard with filters is the most direct and scalable tool for evaluating multiple projects against specific strategic criteria simultaneously - it lets a portfolio manager apply consistent, repeatable criteria across an entire portfolio at a glance.

• B is wrong because a financial summary only covers budget/cost data, not strategic alignment criteria like business objectives or risk tolerance.
• C is wrong because a Gantt chart tracks task timelines and dependencies - it answers when things happen, not whether projects meet strategic goals.
• D is wrong because a workload balancer report focuses on resource capacity and team allocation, not strategic fit.

Memory tip: Think of the word "criteria" as your clue - criteria require filtering, and filtering requires a dashboard. Gantt = time, workload = people, financial = money; only a dashboard handles strategic criteria.

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