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.