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
- Navigate to the Accounts screen, then the Portfolio Management Process view.
- Drill down on the Portfolio Name field of the portfolio plan record.
- Click the Solutions view tab.
- To add a solution, create a new record, and complete the necessary fields.
Some fields are described in the following table.
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Solution |
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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