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Planview Customer Success Center

Portfolio Basics

Topics

Portfolio Introduction
A general introduction to the concept of portfolios and how to create them.
Pages: 2
Work Portfolio Introduction
A general overview of work portfolios. More details are in: Projects and Work > Work Management Overview > Work Portfolios.
Pages: 4
Resource Portfolio Introduction
A general introduction to resource portfolios. More information is in Resource Management > Resource Management Overview > Resource Portfolios.
Pages: 4
Strategy Portfolio Introduction
General information on working with strategic portfolios. More information is found in Strategic Planning > Program Planning > Strategy Portfolios.
Pages: 6
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

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.