Portfolio types

A portfolio type enables you to define and maintain a common set of portfolio settings for multiple portfolios.

Create portfolio types

Create a portfolio type before creating your first portfolio. The predefined Product (Value Stream) and Strategic Portfolio portfolio types are provided for you to use.

To create a portfolio type:

  1. Prerequisite: You must belong to the SPM User security group. For details, see Users and security groups.
  2. From the ValueEdge platform homepage, select Portfolio & Strategy > Portfolio Management.
  3. In the upper-right corner, click Portfolio Type .

  4. Click Add to create a new portfolio type.

  5. Complete the General section as described below:

    Field (* Required) Description
    Enable This Portfolio Type

    Turn on the toggle to enable the portfolio type. When the portfolio type is enabled, it can be selected when creating a portfolio.

    *Portfolio Type Name Give the portfolio type a unique name.
    Abbreviation

    Provide an abbreviation (up to two characters) for the portfolio type. The abbreviation is displayed on the portfolio type icon.

    If no abbreviation is provided, the initials of the first two words of the portfolio type name are used as the abbreviation.

    Preview

    Preview the portfolio type icon.

    Description Provide the description for the portfolio type.

  6. Complete the Tabs section as described in Set up portfolio tabs.

  7. Complete the Portfolio Security section as described in Configure portfolio security.

  8. Click Save.

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Set up portfolio tabs

This section describes how to configure the tabs to be displayed in the portfolio details page and how to configure the layout of each displayed tab.

To set up portfolio tabs:

  1. The Available Tabs area displays the tabs that can be displayed in a portfolio's details page. To display a specific tab in a portfolio, drag and drop it to the Selected Tabs area.

    The following options are available:

    Tab Description
    Overview

    Use the Overview tab to display portfolio related information. For details, see Portfolio portlets.

    If you drag the Overview tab to the Selected Tabs area, the settings icon appears on the tab. Click the icon to configure portlets displayed on this tab. For details, see Configure Overview tab.
    Backlog

    Use the Backlog tab to include contents in your portfolio, review the contents and decide what to invest in. It includes various views to help you review the contents from different perspectives. For details, see Portfolio contents.

    If you drag the Backlog tab to the Selected Tabs area, the settings icon appears on the tab. Click the icon to configure the layout of this tab. For details, see Configure Backlog tab.
    Strategy

    Use the Portfolio strategy tab for portfolio strategic planning.

    If you drag the Strategy tab to the Selected Tabs area, the settings icon appears on the tab. Click the icon to set the default strategic themes and business goals for portfolios that use this portfolio type. For details, see Set strategic themes and business goals for portfolio types.

  2. The order in which the tabs appear in the portfolio details page is the same as they are listed in the Selected Tabs area. Drag and drop the tabs to place them in the order you want.

  3. To deselect a tab, move it to the Available Tabs area or click on the tab.

Note: If you allow portfolio managers to override the portfolio type settings in their portfolios, enable the Allow portfolio manager to override the following settings option. Otherwise, portfolio managers cannot edit their portfolio settings.

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Configure portfolio security

Portfolio security controls who can view and edit a portfolio.

To configure the view and edit access to a portfolio:

  1. In the Set View/Edit Access area, do either of the following:

    • To give view or edit access to individual users, click Add User.
    • To give view or edit access to a group of users, click Add Security Group.

    The portfolio managers are by default given the View Portfolio and Edit Portfolio accesses and these accesses cannot be removed.

  2. Select the users or security groups.

    The users or security groups you add are automatically given the View Portfolio access, and it cannot be removed.

  3. To allow the user or security groups to edit the portfolio type, select the checkbox in the Edit Portfolio column.

  4. Click OK.

Note: If you allow portfolio managers to override the portfolio settings in their portfolios, enable the Allow portfolio manager to override the following settings option. Otherwise, portfolio managers cannot edit their portfolio settings.

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Search for a portfolio type

You can search for a portfolio type to view or edit it.

To search for a portfolio type:

  1. Prerequisite: To view or edit a portfolio type, you must belong to the SPM User security group.

  2. From the ValueEdge platform homepage, select Portfolio & Strategy > Portfolio Management.

  3. In the upper-right corner, click Portfolio Type.

  4. Click the portfolio type link to view or edit it.

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How portfolio type settings affect portfolio settings

If you change the settings of a portfolio type, it has the following impacts on the existing portfolios of the portfolio type:

  • When a portfolio type setting is overridable, the changes to the setting do not apply to the existing portfolios.
  • When a portfolio type setting is not overridable, the changes to the setting are copied to the existing portfolios.

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