HOPEX IT Portfolio Management > Evaluating Application Assets > Describing Inventory Portfolios > Defining Inventory Portfolio Content
Defining Inventory Portfolio Content
All elements of a portfolio are accessible from its properties pages.
To access application portfolio properties pages:
1. In the All Application Portfolios list, select the portfolio that you wish to study.
2. In the command bar associated with the edit area, click Properties.
Portfolio properties pages appear.
Portfolio characteristics
Portfolio characteristics are broken down into five groups:
• Identification: name, portfolio type, study dates, comment.
• Portfolio Criteria: see Defining Portfolio Assessment Criteria
• Responsibility: displays person responsible for the portfolio
• Sub-Portfolios
• Timeline: see Using Timelines.
• Report: enables creation of analysis reports on the portfolio. See Reports Embedded in a Portfolio.
Inventory
This page enables listing of portfolio applications - or technologies - and evaluation of their criticality. See Evaluating Application Criticality.
In this page, the portfolio manager can launch information gathering for a set of applications. See Collecting Data for a Set of Applications.
It is also possible to run instant reports on selected applications or technologies. See Instant reports.
Evaluation
This page enables definition of values of criteria associated with applications. See Evaluating Applications on Portfolio Criteria.
*A criterion is a reference element used to compare objects in a portfolio. Criterion values can be predefined.
Reporting
This page displays the different dynamic analysis reports of the portfolio.