Creating an inventory portfolio
HOPEX IT Portfolio Management proposes two types of portfolios:
• The inventory portfolio: comprising different applications, it enables follow-up of a given set of applications.
• The transformation portfolio: this intervenes after the inventory and evaluation phases and comprises initiatives (representing applications) and can include several initiatives for the same application in order to measure the option costs of different scenarios. See
"Transforming an application portfolio", page 75.
To create an inventory portfolio:
1. Connect to HOPEX IT Portfolio Management as Application Portfolio Manager.
2. Click the navigation menu, then Inventory.
3. In the navigation pane, click All application portfolios.
The list of application portfolios appears in the edit area.
4. In the edit area, click New.
The new portfolio appears in the list. You can open its properties to define its characteristics.