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.
|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.