Defining 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:
Open the portfolio properties dialog box and display the
Criteria page.
Example (Web Front-End)
In the example above, criteria essentially relate to financial aspects.
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.
