Prerequisite

• Access to the Configuration > Classification > Portfolio type (PR034) menu.

Introduction

Portfolio types are used to classify portfolios created in the system. This categorization is essential to organize initiatives on the basis of their characteristics and purposes.

Types are organized in a hierarchical structure, which makes it easier to view, segment, and manage portfolios, providing greater clarity and control over recorded information.

This article will demonstrate how to configure portfolio types correctly, which contributes to a more organized and efficient management structure.

Configuring a portfolio type

Watch the video below and learn how to configure a portfolio type:

Conclusion

After configuring the type according to your needs, the next step is to create a portfolio.