How to edit a project portfolio

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

From the main menu, select Plan > Project & Program > Project Portfolios. Service Management displays a list of project portfolios.

Select the project portfolio that you want to edit.

To filter the record list, click the Add filter button. For more information, see Filters.

Click the portfolio identifier in the ID column to display the selected record, or click Edit in the portfolio preview panel.

By default, the portfolio is displayed with the General tab selected. Click the tab you want to edit or view:

Tab	Description
General	Displays general information about the portfolio. For more information about the General tab, see General tab.
Contents	Displays the programs, projects, and proposals that are included in the portfolio. For more information about the Contents tab, see Contents tab.
Resource demand	Displays the total demand for resources for each resource type. Note You must enter a start and end date for resource and financial information to be displayed. For more information about the Resource demand tab, see Resource demand tab.
Financial planning	Displays the total approved budget for the portfolio. Note You must enter a start and end date for resource and financial information to be displayed. For more information about the Financial planning tab, see Financial planning tab.
Scenarios	Displays the optimization records in which the selected portfolio is assessed and analyzed. For more information about optimization, see Scenarios.
Discussions	Displays any relevant conversations about the selected portfolio. For more information about discussions, see Discussions.
History	Displays changes to the selected portfolio. For more information about history, see History.

Click

Save when you are finished.

General tab

This tab includes the following portfolio details:

Field	Description
Title	The name of the portfolio.
Description	Provides information about the purpose of the portfolio.
Health	Displays the relative health status of the project portfolio. Available health values are High-Risk, At-Risk, On-Track, or N/A.
Owner	The person who manages the portfolio (normally, the Portfolio Manager).
Business unit	The business unit to which this portfolio belongs. You can select only business units that are in the Organizational group.
Last Update Time	The last time the portfolio was updated. This read-only field is automatically updated by the system.
Attachments	Attachments related to the portfolio. To attach a file to the record, click Add attachment. Note The following file formats are supported: jpg; jpeg; gif; png; doc; docx; ppt; pptx; xls; xlsx; pdf; txt; xml; zip; msg; sql; gz; rar; tar; 7z. The maximum file size of an attachment is 10 MB. If the Attachments field has been defined as encrypted for this record type and you are a member of an encryption domain, click Add encrypted attachments to attach an encrypted file to the record. Attachments are not visible in the Service Portal.

Financial planning tab

This tab displays a detailed financial picture for the portfolio.

Overview

Service Management displays a chart of the total budget for the portfolio, by year, quarter, or month, for each relevant calendar year. The following chart shows an example of financial information by quarter.
Budget

Service Management displays the budgeted amounts that have been approved for the portfolio.

You can select a year during the time span of the portfolio to view the total budget for that year. You can add additional budget lines in the Financial Management module. For more details, see How to create a budget line record. These additional budget lines are reflected in the overview chart.
Cost plan details

Service Management lists the cost of each item in the portfolio, per month, during the time span of the portfolio.

To add the cost of an item
1. Click New.
2. From the drop-down list, select either CAPEX or OPEX.
3. In the line for that item, click underneath Description and enter an explanation of the cost or the name of the expense.
4. In the line for that item, click underneath each month for which you want to add a cost and enter the amount of the cost.
5. Click Save on the main toolbar.
Financial benefit details

Service Management displays the total planned financial benefit for the portfolio.

To add the amount of a benefit
1. Click New.
2. From the drop-down list, select Avoidance, Revenue, or Savings.
3. In the line for that item, click underneath Description and enter the reason for the benefit.
4. In the line for that item, click underneath each month for which you want to add a benefit and enter the amount of the benefit.
5. Click Save on the main toolbar.