Manage Portfolios

Purpose

To manage the portfolio of initiatives or applications

Performed By

• Facilitator

• Enterprise Architect

• Solution Architecture Manager

Steps

1. Navigate to the sidebar and click the accordion at the end of the Solution Planning option

2. Click Portfolio from the drop-down list

3. Click Add icon

4. Enter information related to portfolio, e.g. name, description, portfolio manager and portfolio owner.

5. Click Save

6. Edit information related to the added portfolio by clicking the ellipsis at the end of the portfolio record.

7. Select Edit and add information

8. Click Save