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|
|Viewing the Portfolio Hierarchy|
|Analyzing the Portfolio|
|Strategic Themes vs. Business Objectives|