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About Application Portfolio Management
After gathering the key rationalization data and categorizing each Application in the portfolio, portfolio owners will have a greater understanding of the Applications within the portfolio. After the rationalization criteria has been captured, leverage the following reports to compare Applications in each Category for a comprehensive understanding of the portfolio, in addition to the reports provided in Step 1:
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Application Portfolio Management Dashboard
Note that the 'Application Maintenance Renewal Date - Month' is a calculated field (see Calculated Fields Cookbook recipe #5 Display the application maintenance renewal date by month) that is based on a user defined date field on the portfolio capturing the application's maintenance renewal date.
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Application Portfolio Management
About Application Portfolio Management Modeling Applications Managing Application Categories Managing Applications Managing Application Lifecycles Managing Web Services Managing Contracts Reports and Visualizations
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Portfolios
The types of portfolios a user can create depend on the permissions an administrator assigns to that user and which functionality (strategic management, project and resource management, and outcome portfolio management) the user can access. When creating a portfolio, users define a selection of data for a portfolio by selecting a subset of structures to include in the portfolio.
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AST02 – Application/Asset Portfolio Balance
Any Asset/Application alternate structure + the different levels of the Asset primary structure can be selected here If Colors are defined for this attribute, the color will be used in the table The selected primary attribute and grouping attribute in the parameter selection will automatically be displayed as the first two columns in the table.
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AST01 - Application/Asset Portfolio Details
Support investment planning and approval processes that understand the portfolio wide demand, for both in-flight and new investments, and how this demand stacks up against the capacity of resources and/or funds to deliver the portfolio, or benefits/revenue that the portfolio must deliver. Understand the impact of making decisions to accept new investments into the portfolio and how these new investments will impact the ability to deliver.
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Portfolio and Resource Management Web Application Service Account
Information needed to configure the Portfolio and Resource Management Web application as a service account during the installation process.
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Portfolio Community
Provides general information about participating in discussion boards to collaborate with others.
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About Portfolios
Portfolios are designed to meet the needs of the executive team by giving senior managers the ability to create portfolios of projects and to track the performance of those projects against portfolio benchmarks such as budgeted cost and resource hours as well as delivery dates.
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Lean Portfolio Management
Instead of focusing primarily on the completion of projects, many Lean and Agile teams choose to use a combination of KPIs (Key Performance Indicators) and OKRs (Objectives and Key Results) to measure the ongoing health of their processes and align efforts up and down the organizational hierarchy around the most important improvement opportunities.
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Deleting Portfolios
Explains how to delete a portfolio to remove it from the database.
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