Get 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.

Configuration	Details
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.	Configure licenses and access grants
Configure statuses for scenarios	Available in 25.1 and later versions From the workbench, edit the WIA - Scenario Status validation to define statuses available for scenarios. For details on configuring validations, see Configure validations.