Siebel Applications Administration Guide > Managing Portfolios >

Adding Solutions to Portfolio Plans

You can associate solutions with your portfolio plans, and specify whether or not to include the solution in the segmentation map.

This task is a step in Roadmap for Managing Portfolios.

To add a solution to a portfolio plan

  1. Navigate to the Accounts screen, then the Portfolio Management Process view.
  2. Drill down on the Portfolio Name field of the portfolio plan record.
  3. Click the Solutions view tab.
  4. To add a solution, create a new record, and complete the necessary fields.

    Some fields are described in the following table.



    Select the solution to associate with the portfolio plan.

    Show in Report

    Select this option to include this solution in the segmentation map.

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