Getting Started with Portfolio Management › Create a Portfolio of Investments › Build the Portfolio Content

Build the Portfolio Content

Add the investments to your portfolio that you want to monitor, track, and plan for at a high level. As you build the portfolio, you can preview the content. Previewing helps you understand what is included in the portfolio as you are building it.

Note: The following limits apply to the maximum number of attributes and roles that you can include in a portfolio:

• Attributes=700
• Roles=25

Example: Building Your Portfolio Content

Max the IT portfolio manager at Forward Inc., builds the portfolio content by including the following investments:

• All active projects in the Investment OBS for the upcoming calendar year.
• All ideas that the company is considering for the upcoming calendar year.

Max uses the power filter available in the Contents Editor to create the following expression so that only active ideas are included in the portfolio:

idea.is_active == 1

Max uses the power filter to create the following expression so that only active projects, not designated as templates are included in the portfolio:

project.is_active == 1 &&  project.is_template == 0

Follow these steps:

1. Open Home, and from Portfolio Management, click Portfolios.
2. Open the portfolio to which you want to add content.
3. Click Contents Editor.
4. Select the investment types (for example, project, application, asset) and click Include.

   Note: Limit the number of investments for each investment type by using the Power Filter. Filter on any attribute that is associated with an investment type. For example, for the Project investment type, set the power filter to filter on and include only active projects. To add individual investments to the portfolio without setting the power filter, use the Individual Investments section.

5. To copy the investments and related data to the portfolio, click Sync Now.

   Depending on the size of the portfolio, the sync job can take some time to run.

6. (Optional). Check the progress of the job by completing the following steps:
   1. Open Home and click Reports and Jobs.
   2. From Jobs select Log.
   3. Check to see if the Synchronize Portfolio Investments job type is still processing or if the job has completed.

All investments included or added individually to the portfolio are listed in the Investments tab.