Creating a process portfolio
Creating a process portfolio consists of defining the processes and the comparison criteria 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.Creating a process portfolio
HOPEX Business Process Analysis allows you to define process portfolio.
To create a process portfolio from the Projects navigation pane:
1. Select Process portfolios.
2. Click the Process portfolios tile.
The list of process portfolios is displayed.
3. Click New.
A creation dialog box opens.
4. Enter the Process Portfolio name and click OK.
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. Open the Characteristics property page of the portfolio that interests you.
2. Expand the Sub-Portfolios section and click New.
3. Modify the name of the sub-portfolio.
If a scenario is associated with a main portfolio, it is not inherited by the sub-portfolio.Process portfolio characteristics
A portfolio is described by the Characteristics property page.This page describes
• the general characteristics of a portfolio are:
• name,
• Portfolio type,
• Project start and end dates,
• description.
• As well as:
The Processes property page enables listing of portfolio processes to evaluate their criticality. See Defining Portfolio processes.