Portfolio Definition Features and Functions
Portfolios can be defined in many ways in order to obtain a specific view of the products. Portfolios may be aligned by corporate objective, by business unit, by product line, by customer segment, and many other ways. These portfolios must be flexible to support portfolio analysis in dynamic situations such as realigning products and product categories, or merger and acquisition activity.
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- Configurable portfolio type
- Configurable portfolio status
- Portfolio description
- Associated portfolio to unlimited number of documents
- Associates multiple projects or products to a portfolio
- Associates an individual project or product to multiple portfolios
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Portfolio Management Features and Functions
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