Getting Started with Portfolio Management › How to Get Started with Portfolio Management › Prepare to Use Portfolios › Set up Investment and Resource Data

Set up Investment and Resource Data

To start using portfolios, research and verify that the required setup data exists in the product. The setup data allows you to view the desired investment information in the portfolio views.

Depending on the data that is relevant to your business, you can set up the following requirements in the product:

Financial Management Setup

• Multi-currency. To manage a portfolio of investments that are associated with different currencies, verify that multi-currency is enabled for the product.

  For more information about multi-currency set up, see the Installation Guide.

• Cost types. To break down total cost by capital and operating costs in your portfolio, verify that these cost types are set up for your investments.

  For more information about how to set up cost types, see the Financial Management User Guide.

Resource Management Setup

• Roles. To plan resource capacity using role-specific breakdowns, verify that roles are defined for your investments.

  For more information about setting up roles, see the Resource Management User Guide.

Project Management Setup

• Investments. To create and manage a portfolio of investments, verify that the investments are set up in the product and resources are assigned to them. For example, to manage a portfolio of IT projects, create the projects and associated assignments.

  For more information about how to set up investments, see the Project Management User Guide.