Portfolio Definition

Portfolio Definition is a vast area composed of many processes such as marketing, strategy, pricing, and innovation—all revolving around the concept of a portfolio. A portfolio identifies a group of company assets, such as a product line. A portfolio has an owner, one or more versions, and a maturity lifecycle. It is used for governance strategy, road-mapping, and planning.

To use Portfolio Definition, you must have the Portfolio Manager role. For information on accessing Portfolio Definition, see Opening an App from the Compass.

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Portfolio management is a practice designed to manage all aspects of the products your company sells. This involves:

  • Evaluate product performance.
  • Prioritize high-value products.
  • Balance the product mix among strategic buckets.
  • Identify risks and opportunities.
  • Optimize resource allocation across the portfolio.
Done right, active portfolio management aligns the product portfolio with business strategies to achieve target revenue and profitability.

Use Portfolio Definition to:

  • Create and manage portfolio versions and sellable items.
  • Manage portfolio version and sellable item content.
  • Compare the contents and properties of portfolios with each other.
  • Associate project plans and documents with a portfolio version or sellable item.
  • Assess portfolio versions and sellable items according to selected criteria.

Portfolio Definition is an app that runs in a 3DDashboard. For more information about dashboard app behavior, see Managing Widgets.