Creating an Inventory Portfolio
HOPEX IT Portfolio Management proposes two types of portfolios:
• The inventory portfolio: comprising different applications (or technologies), it enables follow-up of a given set of applications.
• The transformation portfolio: this intervenes after the inventory and assessment and comprises project lines (including deliverables that can be applications or technologies) and can include several project lines for the same application to measure the option costs of different scenarios. See "Transforming an application portfolio", page 73.
To create an application inventory portfolio:
1. Connect to HOPEX IT Portfolio Management as Application Portfolio Manager.
2. Click the navigation menu, then Portfolios > Applications.
3. In the edit area, select All Application Portfolios.
The list of application portfolios appears in the edit area.
4. Click New.
The new portfolio appears in the list. You can open its properties to define its characteristics.