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: