How to create 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)`

Follow these steps to create a project portfolio in Service Management:

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

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

Complete the following fields:

Field	Description
Title	Enter a name for the portfolio.
Description	Enter a description that captures the details of the portfolio.
Owner	Select the person who manages the portfolio (normally, the Portfolio Manager).
Business unit	Select the business unit to which this portfolio belongs. You can select only business units that are in the Organizational group.