How to edit a project portfolio

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

2. Select the project portfolio that you want to edit.

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

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

4. 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.

5. Click Save when you are finished.

General tab

This tab includes the following portfolio details:

Contents tab

This tab lists the programs, projects, and proposals that are included in the project portfolio.

To add content to a project portfolio

1. Click Add. Service Management displays an Add related record dialog box.

2. Select the content that you want to add to the program.

   Note To display only a certain type of content, select Project, Proposal, or Program from the drop-down list.

3. Enter text in the Search field to display only items that contain the string.
4. Click Add and then click OK.

5. Click  Save on the toolbar.

Resource demand tab

This tab lists resources that are assigned to the portfolio for each month of its time span.

To add resources to a portfolio

1. Click New.

2. From the drop-down list, select the resource type that you want to assign to the portfolio.

3. For each month, specify the number of that resource type that will be assigned to the portfolio.

4. Click  Save on the toolbar.

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.

Related topics

• Project Portfolios
• How to create a project portfolio