Getting Started with Portfolio Management

A portfolio is a collection of investments or solution sets.

In the small-to-midsize enterprise, one portfolio can typically govern the entire technical solution set. In large enterprises, there can be multiple portfolios , one for each line of business. They collectively build up a portfolio hierarchy for the enterprise.

Each portfolio exists to fulfill its contribution towards realizing the overall enterprise strategy.

Workflow of Managing a Portfolio

Here is the suggested workflow to run a portfolio in PPM.

Where to Start

Go to the Portfolio Management landing page: From the PPM menu, click Open > Portfolio Management.

UI element What it allows you to do

Creating and Configuring Your Portfolio

Viewing the Portfolio Hierarchy
Analyzing the Portfolio
Managing KPIs
Strategic Themes vs. Business Objectives
Scenario Comparison

Next steps: