HOPEX Portfolio & Planning > Describing a Portfolio > Defining Criteria
Defining Criteria
 
Using standard criteria
Creating a New Criterion
Defining Criterion Aggregation Rules
Evaluating Portfolio objects
Accessing objects to be evaluated
Generating a PDF or Excel evaluation data file
Generating an instant report on evaluation data
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.