A portfolio type provides a way to manage sets of portfolios. Using the portfolio type, you can configure settings and apply business rules to all portfolios of that type.
Create portfolio types
Create a portfolio type before creating your first portfolio. An out-of-the-box portfolio type: Enterprise is provided, ready for you to use.
Note: The settings for the portfolio type Enterprise are different for fresh install and upgraded users:
For fresh install, the system default settings are used.
For upgraded users, the settings configured in the Global Portfolio Settings page before the upgrade are used. All the portfolios created before the upgrade belong to this portfolio type.
To create a portfolio type:
- Prerequisite: You must have the Edit All Portfolio Types access grant.
From the PPM menu, select Create > Administrative > Portfolio Type to open the Add Portfolio Type page. (The page name may vary between versions. )
Complete the General section as described below:
Field (* Required) Description Enable This Portfolio Type
Turn on the toggle to enable the portfolio type. When the portfolio type is enabled, it can be selected when creating a portfolio.
*Portfolio Type Name Give the portfolio type a unique name. Abbreviation
Provide an abbreviation (up to two characters) for the portfolio type. The abbreviation is displayed on the portfolio type icon.
If no abbreviation is provided, the initials of the first two words of the portfolio type name are used as the abbreviation.
Preview the portfolio type icon.
Description Provide the description for the portfolio type.
Complete the Tabs section as described in Set up portfolio tabs.
Complete the Portfolio Security section as described in Configure portfolio security.
Complete the Advanced section as described below:
- Click Save.
Set up portfolio tabs
Configure which tabs are displayed in the portfolio details page. Configure the layout of the Overview, Backlog, and Financials tabs.
To set up portfolio tabs:
The Available Tabs area displays the tabs that can be displayed in a portfolio's details page. To display a specific tab in a portfolio, drag and drop it to the Selected Tabs area.
The following options are available:
Note: The Contents, Portfolio Epics, and Timeline tabs are available for selection only when the following parameters are set to
Tab Description Overview
Use the Portfolio overview tab to display the portfolio information.
If you drag the Overview tab to the Selected Tabs area, the settings icon appears on the tab. Click the icon to configure portlets displayed on this tab.
For details, see Configure portfolio Overview tab . Backlog The Portfolio backlog tab enables you to view all the backlog items in the portfolio from the perspective of what values they are to deliver.It includes various views to help you review the contents from different perspectives.
If you drag the Backlog tab to the Selected Tabs area, the settings icon appears on the tab. Click the icon to configure the layout of this tab.
For details, see Configure portfolio Backlog tab. Contents
Use the Portfolio contents tab to add or remove portfolio contents.
The Portfolio epics tab helps you manage agile initiatives at the enterprise scale.
Timeline The Portfolio timeline tab displays the progress and timeline of portfolio contents. Strategy
Use the Portfolio Strategy tab for portfolio strategic planning.
(Available in PPM 10.0.2 and later versions). If you drag the Strategy tab to the Selected Tabs area, the settings icon appears on the tab. Click the icon to set the default strategic themes and business goals for portfolios that use this portfolio type.
For details, see Set strategic themes and business goals for portfolio types. Roadmap
If you have the Application Portfolio Management installed, you can visualize the Roadmaps in the portfolio level. See Introduction to APM Roadmap for details.
Use the Portfolio financials tab to track and manage the costs, benefits and budgets of a portfolio.
If you drag the Financials tab to the Selected Tabs area, the settings icon appears on the tab. Click the icon to configure this tab. For details, see Configure portfolio Financials tab.
The order in which the tabs appear in the portfolio details page is the same as they are listed in the Selected Tabs area. Drag and drop the tabs to place them in the order you want.
To deselect a tab, move it to the Available Tabs area or click on the tab.
Note: If you allow portfolio managers to override the portfolio type settings in their portfolios, enable the Allow portfolio manager to override the following settings option. Otherwise, portfolio managers cannot edit their portfolio settings.
Configure portfolio security
Portfolio security controls who can view and edit the portfolio.
To configure the view and edit access to a portfolio:
In the Set View/Edit Access area, do either of the following:
- To give view or edit access to individual users, click Add User.
- To give view or edit access to a group of users, click Add Security Group.
The portfolio managers are by default given the View Portfolio and Edit Portfolio accesses and these accesses cannot be removed.
Select the users or security groups.
The users or security groups you add are automatically given the View Portfolio access, and it cannot be removed.
To allow the user or security groups to edit the portfolio type, select the checkbox in the Edit Portfolio column.
Note: If you allow portfolio managers to override the portfolio settings in their portfolios, enable the Allow portfolio manager to override the following settings option. Otherwise, portfolio managers cannot edit their portfolio settings.
Search for a portfolio type to view or edit
You can search for a portfolio type to view or edit it.
To search for a portfolio type:
- To view a portfolio type, you must have the View All Portfolio Types or the Edit All Portfolio Types access grant.
- To edit a portfolio type, you must have the Edit All Portfolio Types access grant.
From the PPM menu, select Search > Administrative > Portfolio Types.
Click the portfolio type link to view or edit.
How portfolio type settings affect portfolio settings
If you change the settings of a portfolio type, it has the following impacts on the existing portfolios of the portfolio type:
- When a portfolio type setting is overridable, the changes to the setting do not apply to the existing portfolios.
- When a portfolio type setting is not overridable, the changes to the setting are copied to the existing portfolios.