Portfolio Basics

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Topics

A general overview of work portfolios. More details are in: Projects and Work > Work Management Overview > Work Portfolios.

Pages: 4

Creating Work Portfolios
Manage Work Portfolio Information Version 14
This article provides an overview of Work portfolio functionality and contains links to additional articles.
Create and Edit a Work Portfolio
This article shows how to create and review a Work portfolio (collection of projects). This article applies to Planview Enterprise 14.
Invite Users to a Work Portfolio
This article explains how to invite others to your Work Portfolio. This article applies to Planview Enterprise 14.

Resource Portfolio Introduction

A general introduction to resource portfolios. More information is in Resource Management > Resource Management Overview > Resource Portfolios.

Pages: 4

Manage Resource Portfolio Information Version 14
This article provides an overview of creating a resource portfolio and provides links to things you can do with resource portfolios. This article applies to Planview Enterprise 14.
Create a Resource Portfolio
This article describes how to create a resource portfolio. This article applies to Planview Enterprise 14.
Creating Resource Portfolios
Invite Users to a Resource Portfolio
This article shows how to invite users to a resource portfolio that you created. This article applies to Planview Enterprise 14.

Strategy Portfolio Introduction

General information on working with strategic portfolios. More information is found in Strategic Planning > Program Planning > Strategy Portfolios.

Pages: 6

Work with Strategy Portfolios 14
This article goes over important concepts for working with strategy portfolios and provides links to creating, editing them as well as summarizing, and rolling up portfolio data. This article applies to Planview Enterprise 14.
Strategic Management - Create a Strategy Portfolio
Create a Strategy Portfolio
This article shows how to create a portfolio of strategies to work with. This article applies to Planview Enterprise 14.
Creating Strategy Portfolios
This article describes creating Strategy portfolios. Such portfolios help you group strategic entities and other types of entities you want to include in a strategic plan.
Edit a Strategy Portfolio
This article goes over how to edit the content of a Strategy portfolio. This article applies to Planview Enterprise 14.
Invite Other People to View a Strategy Portfolio
This article explains how to invite people to view the data in a strategy portfolio you have created. This article applies to Planview Enterprise 14.

Outcome Portfolio Introduction

A general introduction to working with outcome portfolios. More information can be found at: Strategic Planning > Outcome Roadmapping > Outcomes and Outcome Portfolios.

Pages: 5

Work with Outcomes and Outcome Portfolios 14
This article links to articles about tasks you can perform with outcome portfolios. This article applies to Planview Enterprise 14.
Create Outcome Portfolios
This article provides instructions for creating outcome portfolios. This article applies to Planview Enterprise 14.
Creating Outcome Portfolios
This article describes creating Outcome portfolios to help you collect data relevant to products, services, assets, or other types of outcomes for analysis, prioritizing, and review.
Invite Other People to View an Outcome Portfolio
This article provides instructions for inviting others to your outcome portfolios. This article applies to Planview Enterprise 14.
Edit an Outcome Portfolio
This article provides instructions for editing outcome portfolios. This article applies to Planview Enterprise 14.

Content

Portfolios display selected items for easy of review, decision making, and action. A portfolio enables you to filter and group information according to specified attributes. A portfolio displays pertinent items for easy of review, decision making, and action. You have access to portfolios you create or are invited to. This course falls under the Fundamentals capability.