HOPEX IT Portfolio Management : HOPEX IT Portfolio Management : Transforming an application portfolio : Describing a Transformation Portfolio : Defining Transformation Portfolio Content
   
Defining Transformation Portfolio Content
All elements of a portfolio are accessible from its properties pages.
To access transformation portfolio properties:
1. Click the navigation menu, then Transformation.
2. In the navigation pane, click All transformation portfolios.
The list of transformation portfolios appears in the edit area.
3. Select the portfolio concerned and click Properties
The properties dialog box of the portfolio appears.
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", page 71.
• report: enables creation of analysis reports on the portfolio. See "Analyzing a transformation portfolio".
Transformation
This page enables determination of portfolio initiatives and the associated values. See "Defining Initiatives".
Evaluation
This tab displays the list of evaluations of all portfolio initiatives according to different criteria. See "Assessing Initiatives".
Generates reports
This page displays the different dynamic analysis reports of the portfolio.