Defining Transformation Portfolio Criteria
You can compare initiatives defined in a portfolio based on common criteria associated with the portfolio.
A criterion is a reference element used to compare initiatives in a portfolio. Criterion values can be predefined.
To view criteria associated with a portfolio:
1. Right-click the portfolio concerned and select Properties.
The properties dialog box of the portfolio appears.
2. Click the drop-down list then Characteristics.
3. In the characteristics, expand the Portfolio Criteria section.
To define portfolio criteria, you can:
• Use criteria already existing in the repository.
• Create new criteria and associated values.
Criteria are defined from the MetaClass (object type)
TaggedValue. Certain dialog boxes use this term rather than
Criterion.