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.HOPEX Portfolio & Planning is accessible using MEGA International solutions such as HOPEX Business Process Analysis or HOPEX IT Portfolio Management. How to create a portfolio depends on the solution used.
For more information on inventory portfolio management, see the HOPEX IT Portfolio Management guide.Creating a Transformation Portfolio
With HOPEX Business Process Analysis, HOPEX Portfolio & Planning allows you to manage process portfolios.
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. Change the name of the sub-process.
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 > Portfolio 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.
• Criteria of the process portfolio:
• Timeline of reference of the process portfolio:
For more details on the timeline of a portfolio, see Using Timelines.• Initiatives: This page enables listing of portfolio initiatives and to evaluate their criticality. See Defining Initiatives.