Each organization has one or more portfolios
. Many companies don’t have multiple portfolios
. For example, your company may only have similar process plant projects. In that case, we may only have a Process Plants portfolio
. That’s fine!
Open MyOrg and click on the Add Portfolio button in the Building Elements
section. It creates a new portfolio
with the default settings. Click on it to open its page and change its name the same way you did for the organizations
before.
When you think about it, you may have other portfolios
as well. For example, there’s a good chance your company runs small internal projects every once in a while to implement new applications or systems. If so, go back to MyOrg and create a new portfolio
called Internal Projects too.
In larger, more serious organizations, portfolios
will be set up based on organizational strategies. Regardless, make sure you add the strategies and value drivers in the description field of the portfolios
.