Using Existing Criteria
To define criteria for comparison of applications of a portfolio using existing criteria:
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.
4. In the section, click the New button.
The search pane is displayed with a list of criteria already defined.
5. Select the criteria that interest you.
6. Click Add.
Each selected criterion is displayed in portfolio characteristics.
Using Existing Criteria
Standard criteria are proposed to process costs modeled on objects and initiatives.
Standard criteria enabling analysis of costs declared on initiatives as a function of their type and nature are the following:
• For type:
• Capital expenses
• Operating expenses
• For nature:
• Infrastructure costs
• Software licenses costs
• Manpower costs
• Service costs
The names of standard criteria enabling analysis of costs declared on objects carry the extension "Reference", for example "Reference Costs".
Given that certain criteria are automatically calculated, they cannot be modified from the Inventory or Assessment tabs of the portfolio.
For more details on modeling of costs, see "Managing Application and Application System Costs".