Creating a Portfolio
Creating a portfolio consists of defining initiatives, comparison criteria and timelines relating to the portfolio.
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.To create a portfolio:
1. [Windows Front-End] Expand the Main Objects navigation tree.
If this tree is not displayed, select View > Navigation Windows > Main Objects.2. [Web Front-End] Click on the Repository navigation window then on Main Objects.
3. Right-click the Portfolio folder and select New > Portfolio.
4. In the dialog box that appears, indicate the name of the portfolio.
5. Indicate the owner library if required.
By default, the portfolio is connected to the reference library.
Libraries are collections of objects used to split MEGA repository content into several independent parts. They allow creation of virtual partitions of the repository. In particular, two objects owned by different libraries can have the same name.6. Click OK.