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Create and configure your portfolio
You create a portfolio to include your current and proposed investments, and then you can configure the portfolio.
Create a portfolio
Follow the steps below to create a portfolio.
To create a portfolio:
Prerequisite: To create a portfolio, you must belong to the SPM User security group. For details, see Users and security groups.
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From the ValueEdge platform menu, select Portfolio & Strategy > Portfolio Management.
Tip: The Hamburger menu is located at the top left of the screen.
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In the My Portfolios page, click
and select the portfolio type of which you want to create a portfolio. The following predefined portfolio types are provided for you to manage different types of portfolios:
- Product (Value Stream). Use this portfolio type to manage a single product portfolio.
- Strategic Portfolio. Use this portfolio type to manage a collection of portfolios.
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Provide the information for the portfolio:
Field Description Portfolio Name Give the portfolio a unique name. Portfolio Manager Select one or more users as the portfolio managers.
Only users that belong to the SPM User security group can be selected as portfolio managers.
Portfolio Type This field lists the portfolio type you selected in step 2.
If you want to use another portfolio type, use the drop-down list to select the desired one.
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Click Done.
Adjust portfolio settings
You can adjust the overridable settings of a portfolio.
To adjust portfolio settings:
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From the ValueEdge platform menu, select Portfolio & Strategy > Portfolio Management.
Tip: The Hamburger menu is located at the top left of the screen.
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If the portfolio is managed by you, go to the My Portfolios page.
If the portfolio is managed by others, go to the All Portfolios page.
- Open a portfolio whose settings you want to adjust.
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In the top right corner, click ... > Portfolio Settings to open the Portfolio Settings page.
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In the General section, make necessary changes.
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Adjust the overridable settings of the portfolio.
If there is a lock in a setting, it means portfolio managers are not allowed to adjust it.
For details about each setting, see the following:
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Click Save to save the changes and close the Portfolio Settings page.
Portfolio hierarchy
A portfolio can include a child portfolio (subportfolio), and a child portfolio can include its child portfolio. For details, see Add sub portfolios. All the portfolios in the system build up a portfolio hierarchy.
You can view the portfolio hierarchy in the following places:
| Where | Description |
|---|---|
| The Name column of the All Portfolios page |
Lists all the portfolios in the system.
|
| The Name column of the My Portfolios page, Table view | Lists all the portfolios that are managed by yourself. |
| The left pane of the portfolio details page |
Lists the subportfolios of the current portfolio.
|
Delete an empty portfolio
You can delete an empty portfolio.
To delete a portfolio:
Prerequisites:
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From the portfolio page, click ... > Delete Portfolio in the top right corner.
If the portfolio has subportfolios, portfolio epics, or business goals, you need to delete them before deleting the portfolio.
- Click Yes to confirm.
Export portfolio to Excel
You can export a portfolio to Excel.
To export a portfolio to Excel, click the Export to Excel button in the top right corner of the portfolio page.
The portfolio name, portfolio managers, and parent portfolio information is exported to the Overview worksheet of the Excel.
Only the columns you select to display are exported, and they are exported in the same order as they are displayed. If data exists but is not displayed in particular places in the portfolio, for example, because of field level security, that data is not exported to the spreadsheet.
See also:
