Creating a process portfolio
Creating a process portfolio consists of defining the processes and the comparison criteria relating to the portfolio.
Creating a process portfolio
To create a Process portfolio, you need to perform the following steps:
1. Select Projects from the navigation bar.
2. Select Process Portfolios.
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 study in detail different hypotheses, you can divide a portfolio into sub-portfolios, each of them with different scenarios.
To create a sub-portfolio:
1. Open the Characteristics property page of the appropriate portfolio.
2. Display the Sub-Portfolio section with the Manage sections button.
3. In the Sub-Portfolio section, click New.
A sub-portfolio appears.
4. Modify the name of the sub-portfolio.
If a scenario is connected to a main portfolio, it is not inherited by the sub-portfolio..Defining Process Portfolio properties
To access process portfolio properties:
1. From the list of process portfolios, click the Properties 
icon of the appropriate process portfolio.
icon of the appropriate process portfolio.The Overview property page appears.
2. Use the tabs to access the different property pages.
You can display (or hide) tabs using the 
button. Characteristics property page
This page enables to define the main characteristics of a process portfolio, through different sections.
You can display (or hide) sections using the Manage sections button. • In the Identification section, you can fill the following fields:
• Process Portfolio Manager
• Portfolio Type
• Study Start and End dates
• Description
Processes property page
This page presents a list of portfolio processes and enables to assess them.
For further details, see Defining Portfolio processes.Reporting property page
In this page, you can access saved reports related to process portfolios, and create new ones.