Creating a portfolio
Creating a process 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.
For more information on inventories portfolio management, see the HOPEX IT Portfolio Management guide.Creating a process portfolio
HOPEX Business Process Analysis allows you to define process portfolio.
To create a process portfolio from the Transformation navigation pane:
1. Select Process Portfolios > Process Portfolios List.
2. In the My Process Portfolios tab, click New.
A creation dialog box opens.
3. Enter the name of the process portfolio.
The new portfolio appears in the list.
Creating a Process Sub- Portfolio
To be able to closely study development hypotheses, you can divide a portfolio into sub-portfolios, each subject to different scenarios.
To create a sub-portfolio:
1. Right-click the portfolio that interests you and select New > Portfolio.
2. Modify the name of the sub-portfolio.
If a scenario is associated with a main portfolio, it is not inherited by the sub-portfolio.You can create sub-portfolios from an initiative group. For more details, see Creating an Initiative Group.Creating a Portfolio Diagram
The portfolio diagram enables representation of portfolio contents.
To create a portfolio diagram:
Right-click the portfolio name and select New > Diagram.Viewing and Updating the contents of a Process Portfolio
All elements of a portfolio are accessible from the different pages of its properties dialog box.
• Characteristics: name, portfolio type, study dates, comment, as well as:
• Criteria of the process portfolio:
• Timeline of reference of the process portfolio.
For more details on portfolio timeline, see Using Timelines.• Initiatives: This page enables listing of portfolio initiatives and to evaluate their criticality. See Defining Initiatives.