tfolio Setup enables you to create portfolios and sub-portfolios. You can update or modify portfolio attributes after creating the portfolio. You can also update portfolio-related project attributes.
What is a Portfolio?
A portfolio is a set of projects and sub-portfolios funded to achieve an organization's strategic objectives.
Portfolio attributes include:
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General attributes - Properties of the portfolio.
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Projects - Projects within the portfolio.
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Goals and Objectives - Project goals and define their objectives.
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Alignment - Strategic alignment of the portfolio.
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Key Performance Indicators - Portfolio Targets.
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Risk Admin - Risk ID details of the portfolio.
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Change Admin - Change ID details of the portfolio.
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Funding - Funding details of the portfolio.
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Documents - Portfolio related documents.
Portfolio Setup Process
