HOPEX Portfolio & Planning
:
HOPEX Portfolio & Planning
:
Describing a Portfolio
:
Creating a Portfolio
:
Defining Inventory Portfolio Content
Defining Inventory Portfolio Content
All elements of a portfolio are accessible from its properties pages.
•
Identification
: name, portfolio type, study dates, comment.
•
sub-portfolios
: see
"Creating a Sub-Portfolio"
.
•
Portfolio Criteria
: see
"Defining Criteria"
•
Timeline
: see
"Using Timelines"
.
•
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
"Assessing Initiatives"
.
A criterion is a reference element used to compare initiatives in a portfolio. Criterion values can be predefined.
•
Report:
enables creation of analysis reports on the portfolio. See
"Accessing HOPEX Portfolio & Planning Analysis Reports"
.
A criterion is a reference element used to compare initiatives in a portfolio. Criterion values can be predefined.A criterion is a reference element used to compare initiatives in a portfolio. Criterion values can be predefined.