Getting Started with Portfolio Management › How to Get Started with Portfolio Management › Prepare to Use Portfolios

Prepare to Use Portfolios

After you have determined the business goals that you want to accomplish using portfolio management, prepare the product so you can start creating portfolios. Creating a portfolio allows you to manage and plan for your investments at a higher level.

To prepare to use portfolios, complete the following tasks:

• Set up monitoring criteria for investments.
• Configure portfolio views, reports, and workflows.
• Set up investment and resource data.