Viewing and updating portfolio details

Only the Portfolio Manager of the portfolio and Portfolio Masters can edit the portfolio details.

6 - Portfolio Viewing and Updating.png

To update a portfolio

Log in to the Portfolio Management application.
Navigate to Portfolios and click one of the following categories:
- Business
- Application Portfolio.
To open a portfolio on the Portfolios workspace, click the required portfolio ID.

On the portfolio details page, click Edit, and perform the required actions as defined below:

Action	Description
Change the basic portfolio details	The assigned portfolio manager can update basic details of the portfolio: Summary Description Attachments Primary and Secondary Labels Status IT Service Status Reason Idea Review Threshold Scope Total Budget Visible in Digital Workplace
Assign portfolio manager	The creator of the portfolio, by default becomes the portfolio manager for the portfolio. But they can reassign the portfolio to another portfolio manager: Click the Associate button next to the 'project manager' field. A blade window will open with a list of portfolio managers. Select the new portfolio manager and click Select. Important: Upon assigning, the assigned portfolio manager gets a notification. For more details, see Notification Matrix.

Action

Description

Change the basic portfolio details

The assigned portfolio manager can update basic details of the portfolio:

Summary
Description
Attachments
Primary and Secondary Labels
Status
IT Service
Status Reason
Idea Review Threshold
Scope
Total Budget
Visible in Digital Workplace

Assign portfolio manager

The creator of the portfolio, by default becomes the portfolio manager for the portfolio. But they can reassign the portfolio to another portfolio manager:

Click the Associate button next to the 'project manager' field. A blade window will open with a list of portfolio managers.
Select the new portfolio manager and click Select.

Important: Upon assigning, the assigned portfolio manager gets a notification. For more details, see Notification Matrix.

Click Save to apply the changes.

Header functions

Opening a portfolio, you can also view functions (bottoms) related to the portfolio in the header.

6 - Portfolio Header Functions.png

The following table describes the portfolio functionalities that you can view for your reference:

Header bottom	Purpose
Resources	This button is visible to users who have the role of a resource contributor and if resource management is activated for Ideas. To get further details, refer to Configure Source Entity Type. Clicking on this button will open up a blade that shows all the resource requests and resource assignments that are related to this idea. This blade also has a button to directly create a resource request related to this idea.
Labels	This button is accessible to users who have the role of Portfolio Masters or are Portfolio Manager for the current Portfolio. Single click on this button will open up a blade that shows all the labels created within the current portfolio. The accessor can create a new label for the current portfolio by clicking on +Custom Label.
Timecards	This button is visible to users who have the role of a resource contributor and if resource management is activated for Ideas. To get further details refer to Configure Source Entity Type. Clicking on this button will open up a blade that will allow the logged-in user to create a timecard.
Standard and Financial tabs	Portfolio page offers two distinct views to help users manage and analyze Portfolio data effectively: Standard View The default view of a Portfolio, providing tabs for accessing associated elements such as: Programs, Projects, Demands, Requirements, Ideas, Resource Requests and IT Tickets. Financial View Providing tabs to analyse the financial aspects of the Portfolio, such as: Financial Summary, Transactions, Positions and Datasets.

Standard portfolio tabs

In addition to the general Portfolio details, users can also view all associated records that fall under the Portfolio’s structure. Users can access tabs for Programs, Projects, Demands, Requirements, and other linked root objects to explore and manage the complete set of work items grouped within the Portfolio.

6 - Portfolio Other Tabs.png

The following table describes the Standard portfolio tabs that you can view for your reference:

Portfolio tab	Purpose
Programs	List of programs related to the portfolio. To create a new program in the portfolio, see Creating programs. To open and view a program, see Viewing and updating program details.
Projects	List of projects related to the portfolio. To create a new project in the portfolio, see Creating-projects. To open and view a project, see Viewing-and-updating-project-details.
Requirements	List of requirements related to the portfolio. To create new requirements related to the portfolio, see Creating-requirements. Here you can find requirements created by ideas related to the portfolio.
Demands	List of demands related to the portfolio. To create new demand in the portfolio, see Creating-demands. To open and view a demand, see Viewing-and-updating-demand-details.
Ideas	List of ideas that have been related to the portfolio. To create a new idea directly in the portfolio, see Creating-ideas. To open a view an idea, see Viewing-and-updating-idea-details.
Resource Requests	The resource requests tab shows all the resource requests that are related to the portfolio directly or indirectly (that is, via idea, demand, program, project, sprints, phases, project tasks).
IT Tickets	List of ITSM Tickets related to the IT Service.
Details	You can see the portfolio manager assigned, description and attachments.
Activities	The Activities tab on the portfolio details page displays activities and the history of the changes that the portfolio manager has made in the portfolio.
Related	The portfolio manager can attach files to a portfolio and view a consolidated list of all the documents added. Here you can consult all documents related to Ideas, Demands, Requirements and Projects of the portfolio. For more information about attachments, see Adding documents to a Portfolio.

Financial tabs

The Financial View of a Portfolio focuses exclusively on the financial aspects linked to the Portfolio. The view presents tabs for Financial Summary, Transactions, Positions, and Datasets, enabling users to monitor and analyse financial data directly within the context of the Portfolio, providing a consolidated view of its financial performance.

Image

The following table describes the Financial tabs that you can view for your reference:

Financial tab	Purpose
Summary	Displays overall financial data, from the inception of the Portfolio, showing total balances for each Financial Position across different Transaction Scopes.
Transactions	Displays all financial transactions recorded within the Portfolio. Users can view details such as accounts, amounts, periods, the linked root objects and more. To create a new transaction, see Managing Financial Transaction.
Positions	Lists all Financial Positions associated with the Portfolio. It shows the balances for each position, providing a grouped view of financial data based on related accounts.
Datasets	Shows all Financial Datasets linked to the Portfolio, including details like financial year, scope, version, and status.

Note:

Only those Financial Positions for which Summarization is set to Yes in the Financial Position configuration are visible in the Summary and Positions tabs of the Financial View. For more information, see Configuring Financial Position.
The data is auto populated from transactions associated with the Portfolio and its underlying HPM root objects, supporting overall financial analysis of the Portfolio. For more information on financial transactions, see Managing Financial Transaction.