Portfolios › Create New Portfolios

Create New Portfolios

A portfolio can include any or all investments and can be used to analyze a set of investments. After the portfolio is created, you can add investments and roles to the portfolio content.

Portfolio scenarios inherit some of the same settings as the portfolio. These inherited fields are display-only from the scenario properties.

Follow these steps:

1. Open Home, and from Portfolio Management, click Portfolios.

   The list page appears.

2. Click New.

   The create page appears.

3. Complete the following fields:

   Portfolio Name

   Defines the name of the portfolio.

   Portfolio ID

   Defines a unique identifier for the portfolio.

   Description

   Defines the portfolio description.

   Page Layout

   Specifies the page layout you want to use to view portfolio data. The available layouts are company-specific and are dependent on the values set by your CA Clarity PPM administrator. If other layouts are not available, this field is display-only.

   Default: Portfolio Default Layout

   Manager

   Specifies the portfolio manager who is responsible for managing portfolio details.

   Default: The resource who created the portfolio.

   Required: Yes

   Start Date

   Specifies date when portfolio analysis starts. The portfolio start and finish dates set the boundary for an investment cost and role capacity and demand.

   Default: The first day of the current system year.

   Required: Yes

   Finish Date

   Specifies the date when portfolio analysis ends. Click the Select Date icon to select another date.

   Default: The last day of current system year.

   Currency

   Displays the currency code for the portfolio.

   Planned Cost

   Defines the amount of money available for investments in this portfolio.

   Default: 0

   Required: Yes

   Planned Benefit

   Defines the amount of money expected in return from the investments in the portfolio.

   Default: 0

   Required: Yes

   Active

   Indicates if the portfolio is active.

   Default: Selected

   Required: No

   Manage Costs Using

   Specifies whether to manage the portfolio cost values using total remaining planned cost values. This field is display only after the portfolio is created.

   Values:

   • Total Planned Cost. Select this option to manage costs using the total planned cost.
   • Remaining Planned Cost. Select this option to display comparison data in the Remaining Cost column when comparing scenarios from the portfolio scorecard. The remaining cost as defined by the portfolio dates are used during scenario generation.

   Default: Total Planned Cost

   Required: Yes

   Manage Capacity Using

   Specifies whether to manage the portfolio capacity values using total role capacity or remaining role capacity. This field is display only after the portfolio is created.

   Values:

   • Total Capacity
   • Remaining Capacity. Select this option to display comparison data when comparing scenarios from the portfolio scorecard. Role capacity and demand are calculated from the current date to the portfolio finish date during scenario generation.

   Default: Total Capacity

   Capacity Unit Type

   Specifies the unit in which capacity values are calculated and represented. This field is display only after the portfolio is created.

   Values: Hours or FTE

   Default: Hours

   Portfolio Investment Types

   Specifies the type of investments included in this portfolio. You can select an investment type, such as Project, or all investment types. Additional investment types created using Lifecycle Management in Studio are also available as investment types.

   See the Studio Developer’s Guide for more information.

   This field is display-only after the portfolio is created. If you select an investment type, supported fields are based on the selected investment type.

   Default: All

   Department

   Defines the department for which you are creating the portfolio. When you select a department, all investments that meet the criteria (that is, the selected portfolio type) are automatically made available to the portfolio. You cannot edit this field after creating the portfolio.

   Portfolio Type

   Defines the type of portfolio you want to create. Select Customer if you want to analyze a portfolio of investments that the department is funding. Select Provider if you want to analyze a portfolio of investments that the department owns. You cannot edit this field after creating the portfolio.

   Values: Customer or Provider.

4. Click Save.

   The portfolio is created.

More information:

Edit Portfolio Properties

How to Manage Portfolio Content

Portfolio Analysis Using the Scorecard

About Graphical Analysis