Getting Started with Portfolio Management › How to Create a Portfolio of Investments › Verify the Prerequisites

Verify the Prerequisites

To create a portfolio of investments, complete the following requirements:

• Review the How to Get Started with Portfolio Management scenario and set up the required data in the product.
• Create active investments and ideas in the product that are planned for the time period that the portfolio covers.

  Note: For more information about creating investments, see the Project Management User Guide. For more information about creating ideas, see the Demand Management User Guide.

• Create any child portfolios that you want to associate to the parent portfolio so you can see the parent-child relationship. No data is pulled in from the child portfolio to the parent portfolio.
• Review the How to Configure the Waterline View scenario for details on how to display the waterline, portfolio constraints, and attributes on the Waterline view.
• Review the How to Display Capital and Operating Costs scenario for details on how to configure investment financial plans for displaying capital and operating costs.
• Verify that you have the following access rights for creating and editing the portfolio content:
  • Portfolio - Create
  • Portfolio - Navigate