Define the portfolio categories to classify and group investments for portfolios and reporting. The portfolio category fields are associated to lookups that do not include any values and should be configured to support your categorizations. The portfolio category attributes are available for all investment types, but they are only configured to display on the Project Business Alignment properties.
For more information, see the Administration Guide.
Follow these steps:
The properties page appears.
The business alignment page appears.
Displays user defined portfolio category 1 to classify a project.
Displays user defined portfolio category 2 to classify a project.
Displays user defined portfolio category 3 to classify a project.
Displays user defined portfolio category 4 to classify a project.
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