Getting Started with Portfolio Management Configuration
As a system administrator, you can configure PPM Portfolio Management in the following aspects, in order to provide portfolio managers an environment that is more aligned to your business needs.
How to | See |
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Configure which PFM request fields can be displayed as columns in portfolio Contents tab and in scenario comparisons. | Configure columns for portfolio's Proposals/Projects/Assets and scenario comparisons |
Decide whether Portfolio Management displays per period the budget of lifecycle entities that are grouped by project class or asset class for each scenario in scenario comparisons. | Set categorization preferences for scenario comparisons. |
Configure which financial metrics are shown on the Analyze Current Portfolio portlet and page. | Set financial metrics for Analyze Current Portfolio |
Define a custom financial metric. | Configure a custom financial metric |
Customize the risk and value scoring key for proposals/projects/assets. | Adjust risk and value scoring key |
Enable portfolio managers to have portfolio epics implemented in agile projects. | Configurations for Portfolio Epics |
Restrict access in Portfolio Management. | Configuring Licenses and Access Grants |
Note: You can also customize lifecycle entities and their workflow processes. For this information, see the