Defining Inventory Portfolio Content
All elements of a portfolio are accessible from its properties pages.
To access application portfolio properties pages:
*In the application portfolios list, click the one you wish to study.
Portfolio properties pages appear.
Portfolio characteristics
Portfolio characteristics are divided into several sections:
Identification: name, portfolio type, study dates, comment.
Portfolio Criteria: see Defining Portfolio Assessment Criteria
Responsibility: displays person responsible for the portfolio
Sub-Portfolios
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.
Reports
This page displays the different dynamic analysis reports of the portfolio.