Getting Started with Portfolio Management › How to Get Started with Portfolio Management › Prepare to Use Portfolios › Configure Views, Reports, and Workflows

Configure Views, Reports, and Workflows

After deciding what investment data you want to monitor in a portfolio, verify that you have configured the product to support that data. Configuring the product allows you to view the desired data on portlets and reports.

For example, verify that the following configurations exist:

• To view detailed project cost data by period, you have generated cost plans on projects.
• To surface risks and issues for projects, you have configured the project object to surface risks and issues.
• To record actual time that is spent on each project, you have set up timesheets.

Consider the following factors before you configure the product:

• The type of reports you want to generate and how often you want to distribute them.
• The types of standard processes you want to build into your implementation. For example, you can set up a plan review and approval process to approve and implement extensive changes to your actual investments.

To use Portfolio Management to its full capability, complete the following process:

1. Review exactly what type of information you want to pull from your investments.
2. Verify that the required information is available on your investments.

With the data and processes in place, you can then build views of this data to help manage your investments in a portfolio.

Out of the box, the product comes with many predefined portfolio views. We recommend that you review these views to decide the type of information you want to see in your portfolio views.