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Getting Started with Portfolio Management › How to Get Started with Portfolio Management › Prepare to Use Portfolios › Set Up Monitoring Criteria for Investments

Set Up Monitoring Criteria for Investments

The portfolio provides a snapshot of the actual investment data. The portfolio data is updated with the latest data from the actual investments. The update is based on a sync schedule that you define in the portfolio properties. Whenever the Synchronize Portfolio Investments job runs based on the sync schedule, the latest data from the actual investments is reflected in the portfolio.

Not all investment data is reflected in a portfolio. As a portfolio manager who decides at higher levels, you care about reviewing only a summary of your investment data, specific to your business needs. For example, to review a portfolio that is focused on all approved IT project statuses, you do not care to track information about unapproved projects.

As you prepare to view the summarized investment data in a portfolio, consider the following factors in the recommended order:

  1. Define the monitoring criteria or summary data that you want to track for each investment type. Whenever the sync job runs, the latest data from the actual investments is updated in the portfolio investments. The data that gets updated is based on this predefined monitoring criteria.

    For example, to manage a portfolio of all approved IT projects, define the following monitoring criteria to track the data that you are interested in:

  2. For each portfolio investment, select the attributes that you want to monitor in a portfolio and register those attributes for the Portfolio Investment object. When the Synchronize Portfolio Investments job runs, the portfolio investment data is updated based on the current registered attributes.

    Note: The required Portfolio Investment attributes are displayed by default. Register any other Portfolio Investment attributes (stock or custom) that you want to display.

    For more information about how to register attributes for the Portfolio Investment object, see the Studio Developer Guide.