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
+ Create portfolio

Create a new portfolio.

For details, see Creating and Configuring Your Portfolio

Create and view scenario comparisons.

For details, see Scenario Comparison.

Analyze a specific portfolio.

For details, see Analyzing the Portfolio.

Create and view business objectives.

For details, see Strategic Themes vs. Business Objectives.

Create and view global strategic themes.

For details, see Define Strategic Themes.

Create and view shared KPIs.

For details, see Add business goals.

Configure portfolio settings that apply to all the portfolios in the system.

For details, see Configuring Global Portfolio Settings.

Next steps: