HOPEX IT Portfolio Management : HOPEX IT Portfolio Management : Evaluating Application Assets : Describing Inventory Portfolios : Defining Inventory Portfolio Content
   
Defining Inventory Portfolio Content
All elements of a portfolio are accessible from its properties pages.
To access application portfolio properties pages:
1. Click the navigation menu, then Inventory.
2. In the navigation pane, click All application portfolios.
The list of application portfolios appears in the edit area.
3. Click the portfolio you want to study and click Properties.
Portfolio properties pages appear.
Portfolio characteristics
Portfolio characteristics are broken down into five groups:
• Identification: name, portfolio type, study dates, comment.
• Portfolio Criteria: see "Defining Transformation Portfolio Criteria"
• Responsibility: displays person responsible for the portfolio
• Sub-Portfolios
• Timeline: see "Using Timelines".
• Report: enables creation of analysis reports on the portfolio. See "Accessing Reports Available for a Transformation".
Inventory
This page enables listing of portfolio applications and evaluation of their criticality. See "Evaluating Application Criticality".
Evaluation
This page enables definition of values of criteria associated with applications. See "Evaluating Portfolio Applications".
*A criterion is a reference element used to compare initiatives in a portfolio. Criterion values can be predefined.
Generates reports
This page displays the different dynamic analysis reports of the portfolio.