Portfolios are collections of items or other portfolios. They provide you with an overview of various areas of business operations grouped by type of business activity, region or any other parameter. Portfolios normally show summary values for the categories. These values are either manually updated or automatically calculated according to the category settings.
For example, if you define each region's marketing campaign as an item, you can create a marketing portfolio comprised of the items from the various regions. This enables you to rate each of these items by the same scorecard of categories and enables you to compare each item's performance. In addition, the marketing portfolio can show you the total budget or the average risk of the items from the various regions.
This section describes how to create new portfolios using the New Portfolio Wizard.