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Portfolio Management
This section introduces the overall process of portfolio management.
Overview of portfolios
A portfolio is a collection of investments or solution sets.
In a small-to-midsize enterprise, one portfolio can typically govern the entire solution set. In a large enterprise, there can be multiple portfolios, one for each line of business. They collectively build up a portfolio hierarchy for the enterprise.
Each portfolio fulfills its contribution to realize the overall enterprise strategy.
Portfolio management process
The following table provides an overview of the portfolio management process.
| Stage | Description |
|---|---|
| Create a portfolio type |
Define a portfolio template to standardize a set of portfolios. For details, see Portfolio types. |
| Create a portfolio |
Create a portfolio and configure its settings. For details, see Create and configure your portfolio. |
| Align corporate strategy and business objectives with portfolio vision |
Align the corporate strategy with the portfolio vision. For details, see Portfolio Strategy. |
| Manage portfolio contents |
Include contents in your portfolio. Review the contents periodically to prioritize the contents and decide what to invest in. For details, see Portfolio backlog. |
| Track and review portfolio |
Track and review your portfolio using portfolio portlets. For details, see Portfolio overview. |
| Continuous portfolio planning |
Use What-if analysis for continuous portfolio planning. For details, see What-if Analysis. |
See also:
