Defining Portfolio processes
Several processes can be gathered in a group to simplify portfolio management.
Associating a process to a portfolio
To connect a process to a portfolio:
1. Open the Processes > Inventories property page of the appropriate portfolio.
2. Select the Processes List tab.
3. Click the Add Process button.
The query dialog box appears.
4. Select the adequate processes.
5. Click Connect.
Creating a Processes Group
To create a processes group from a portfolio:
1. Open the Processes > Group property page of the appropriate portfolio.
2. Click New.
A creation window appears.
3. In the Local name field, enter the group name.
4. Click OK.
The group appears in the list of portfolio processes groups.
To connect a process to a group:
1. Open the Processes > Inventories property page of the group.
2. Select the Process List tab.
3. Click the Add Process button.
The query dialog box appears.
4. Select the adequate processes.
5. Click Connect.
Modeling costs from a process portfolio
To see or fill the costs associated to a process from a process portfolio:
1. Access the Processes > Assessment property page of the appropriate process portfolio.
The processes of the portfolio appear.
2. Select the adequate process and open the Costs property page of this process.

You can display the Cost property page with the

button.
You can display / fill the cost lines or the fixed expenses associated to the process.