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)`

Service Management

Use > Plan > Application Portfolio Management > Portfolios > Edit a portfolio record

How to edit a portfolio record

From the main menu, select Plan > Application Portfolio > Portfolios. Service Management displays a list of portfolios.
Select the portfolio record 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 selected portfolio. For more information about the General tab, see General tab.
Contents	Displays the applications that are included in the portfolio. For more information about the Contents tab, see Contents tab.
Roadmaps	Displays the active roadmaps of all applications. For more information about roadmaps, see Roadmaps tab.
Optimizations	Displays the optimization records in which the selected portfolio is assessed and analyzed. For more information about optimization, see Optimization tab.
Analysis	Displays an application analysis chart. For more information about application analysis, see Analysis tab.
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 title for the portfolio.
Description	The description that captures the details of the portfolio.
Created by	The name of the portfolio creator.
Owner	The owner of the portfolio.
Owning group	The business group that owns the portfolio. Note Only organizational groups can be selected.
Creation time	The time that the portfolio was created.

Contents tab

The Contents tab displays the IDs and titles of the applications that are included in the portfolio.

You can add applications to the portfolio or remove them from the portfolio.

To add a linked record:

Click Add or the grid icon .
Select the record(s). The added items appear in yellow.
Click Save.

To remove a linked record:

Select the record(s).
Click Remove. The selected items appear in strikethrough text.
Click Save.

To view the application details, click the application ID.

Note At maximum, 200 applications are supported in a single portfolio.

Roadmaps tab

The Roadmaps tab displays the active roadmaps of all applications in the portfolio. If more than one roadmap is associated with the application, only the active one is displayed.

To change the granularity of the view, click Year, Quarter, Month, or Week above the roadmaps.

The time periods marked in light blue indicate the roadmap phases; the blue flags on the roadmaps indicate the milestones.

Hover over a phase to view its details:

Phase ID
Phase name
Start date
Finish date

Hover over a milestone to view its details:

Milestone ID
Milestone name
Milestone date

To view the application details, click the application name.

Optimizations tab

The Optimizations tab displays the following information of the optimization records in which the selected portfolio is assessed and analyzed:

ID
Title
Optimization type
Phase ID
Creator

Analysis tab

The Analysis tab displays the analysis of all applications. Each application in the chart is displayed as a bubble.

When you hover over a bubble, the following information about the application is displayed:

ID
Title
Category
Description

The bubble chart includes the following elements:

UI element	Description
Bubble size	Indicates the total cost of ownership (TCO) of the portfolio — the larger in size, the higher in TCO.
Bubble color	Indicates the health status of the application: Red. Risks identified that may have adverse impact Yellow. Issues identified, but being managed Green. No issues exist
X axis of the chart	Indicates the quality rating of the application.
Y axis of the chart	Indicates the value rating of the application.