How to create a portfolio record

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 > Application Portfolio > Portfolios. Service Management displays a list of portfolio records.

Click New icon New. Service Management displays a New Portfolio dialog box to gather basic information. Service Management does not assign an ID until you save the portfolio record.

Complete the following fields:

Field	Description
Title	Enter a title of the portfolio.
Description	Enter a description that captures the details of the portfolio.

Click Save when you are finished.

The portfolio is opened with the General tab displayed.

To add an application to the portfolio record:

Click the Contents tab of the portfolio.
Click Add or the grid icon to display the application list.
Select the application that you want to add from the application list or type a few characters to search for the application.