HOPEX Portfolio & Planning : HOPEX Portfolio & Planning : Describing a Portfolio
   
Describing a Portfolio
 
Creating a Portfolio
Creating a Sub-Portfolio
Creating a Portfolio Diagram
Viewing and Updating Portfolio Contents
Defining Inventory Portfolio Content
Defining Criteria
Using standard criteria
Creating a New Criterion
Defining Criterion Aggregation Rules
Evaluating Portfolio objects
Using Timelines
Creating a timeline
Defining timespots
Dating a timespot
Defining Initiatives
Creating an Initiative
Creating an Initiative Group
Defining Initiative Characteristics
Specifying Initiative Life
Modeling Initiative Costs
Assessing Initiatives
Using Scenarios
Creating a Scenario
Accepting or Rejecting Scenario Initiatives
Creating a portfolio with HOPEX Portfolio & Planning allows you to define all the information that will then enable you to select initiatives to be implemented.
*A portfolio enables representation of all investments of an enterprise (or department) necessary to carry out changes required to achieve strategic objectives. It comprises a set of initiatives to be compared based on comparison criteria associated with the portfolio.
*An initiative is a portfolio element corresponding to an investment program identified by the enterprise (or department) to achieve strategic objectives.