Creating a process portfolio
 
Creating a process portfolio
Creating a Process Sub- Portfolio
Defining Process Portfolio properties
Creating a process portfolio consists of defining the processes and the comparison criteria relating to the portfolio.
Creating a process portfolio
To create a Process portfolio, you need to perform the following steps:
1. Select Projects from the navigation bar.
2. Select Process Portfolios.
3. Click New.
A creation dialog box opens.
4. Enter the Process Portfolio name and click OK.
The new portfolio appears in the list.
Creating a Process Sub- Portfolio
To study in detail different hypotheses, you can divide a portfolio into sub-portfolios, each of them with different scenarios.
To create a sub-portfolio:
1. Open the Characteristics property page of the appropriate portfolio.
2. Display the Sub-Portfolio section with the Manage sections button.
3. In the Sub-Portfolio section, click New.
A sub-portfolio appears.
4. Modify the name of the sub-portfolio.
*If a scenario is connected to a main portfolio, it is not inherited by the sub-portfolio..
 
Defining Process Portfolio properties
To access process portfolio properties:
1. From the list of process portfolios, click the Properties icon of the appropriate process portfolio.
The Overview property page appears.
2. Use the tabs to access the different property pages.
*You can display (or hide) tabs using the button.