Defining Portfolio processes
Several processes can be grouped in a group to simplify portfolio management.Associating a process to a portfolio
To associate, for example, an organizational process to a portfolio:
1. Open the Processes > Inventory page of the portfolio that interests you.
2. Select the Organizational processes List tab.
3. Click Add Organizational Process button.
The search window appears.
4. Select the process that interest you.
5. Click Connect.
Creating a Processes Group
To create a processes group from a portfolio:
1. Open the Processes > Group page of the portfolio that interests you.
2. Click the New button.
The Create group dialog box opens.
3. In the Name field, enter the name of the group.
4. Click OK.
The group appears in the list of portfolio processes groups.
To connect an organizational process to a group:
1. Open the Processes property page of the group.
2. Select the Organizational processes List tab.
3. Click Add Organizational Process button.
The search window appears.
4. Select the process that interest you.
5. Click Connect.
Modeling costs from a process portfolio
To view costs defined on a process associated to a portfolio from the Projects pane:
1. Select Process portfolio.
2. Click the Hierarchical view tile.
The hierarchy of process portfolios and reports is displayed.
3. Expand the folder of the process portfolio that interests you.
The list of processes appears.
4. Open Cost property page of the process that interests you.