Portfolio management console

The Portfolio Management console is the main console for Portfolio Management. It provides a single point for Portfolio managers and Portfolio Masters, where they can monitor the progress of portfolios as they move through their lifecycle.

To access the Portfolio Management console, log in to the Portfolio Management application and select one out of the two portfolio categories Business Portfolios and Application Portfolios.

The following figure shows the options once you access the Portfolio console.

Important

The Business Portfolios console and Application Portfolios console have the same structure. The only difference is in the list of portfolios in the workspace area.

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The following table describes the portfolio console UI elements:

Annotation

UI element

Description

1

Navigation bar


Access menus

Navigate to the following options available in the Portfolio Management application:

  • Dashboard: The dashboard is visible to all resource contributors, resource managers, and resource masters. It consists of the Pre-Configured Cards and a Card’s settings icon that would allow the currently logged-in user to create new Custom Cards for easy access.
  • Workspace: The menu displays the available workspaces, which include, Ideas, Demands, Projects, Programs, Project Tasks, Resource Requests, and Resource Assignments. The respective workspace displays the list of ideas, demands, projects, programs, projects tasks, resource requests, and resource assignments created within the application.
  • Create: It displays the options to create a new Idea, Demand, Project, Program, Portfolio, and Resource Request.
  • Portfolios: Has the two categories, Business and Application Portfolios, that redirect you to the respective list of Portfolios created within the application.
  • Resources: This menu displays the list of consoles related to Resource Management, which includes Resource Qualifications, Timecard Approvals, Resource Timecards, and Resource Availability.

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Messages: Shows the notifications for your profile.

For example, when a project task is assigned to the currently logged in user, they will get a notification that will appear under this bell icon.

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Application Settings: Shows the configuration settings in Portfolio Management application.

For more information, see Administering.

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Application Launcher: Contains all the applications, created within Innovation Studio. 

For more information, refer to Viewing Reports.

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My Profile: Displays the following user options:

  • My Qualifications: Redirects the user to the My Qualifications console, where they can add and manage their qualifications. Refer to My qualifications console for more.
  • Log Timecards: Redirects the user to the Timecard Dashboard, where they can enter a new timecard. Refer to Timecard Dashboards for more.
  • My Availability: An availability tag that can be applied to a user's profile to show they are available for assignment.
  • My Preferences: A field to enter the preferred language of the user.
  • Sign Out: Click to log out of the application.

2

Workspace

List of Portfolios under the selected portfolio category.

3

Portfolio ID

Open a Portfolio.

4

Search grid

Search for a portfolio by entering the keywords or portfolio ID.

5

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Filter the listed records by entering or selecting values.

For example, you want to view active portfolios. To view these records, in the Filter list, enter 'Active' from the Status field and click Apply.

You can use preset filters that are available for cases, tasks, and knowledge articles to narrow down your search. Preset filters are filters that are available out of the box for cases, tasks, and knowledge articles. Learn more about creating filters in Defining filter presets to search records.

6

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Modify the visible columns in the workspace.

The list of columns contains -

  • ID Portfolio 
  • ITSM Service 
  • Modified Date
  • Portfolio ID
  • Portfolio Manager
  • Primary Label
  • Status 
  • Summary 
  • Total Budget
  • Visible in DWP



 

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