Creating/Editing the Portfolio

the \<font color="#3b9f0f">service portfolio and catalog management\</font> consider coactive services in terms of the business value provided by them and this ensures that the correct composition of services meets the expected results of the business at an appropriate level of investment the portfolio is a complete set of services that will be delivered , grouped by criteria such as size, discipline, or strategic value thus, all services delivered by the company can and should be part of the portfolio portfolio management is strategic as it manages services throughout their lifecycle in a pipeline /en us/citsmart platform 9/processes/portfolio and catalog/use/pipeline html , focusing on the value they deliver to the business area this feature provides a variety of actions, such as \<font color="#3b9f0f">including, changing, and deleting a portfolio\</font> before getting started it is necessary to have defined the access permission to the functionalities of the portfolio management; also, the portfolio allows the linkage with searches that need to be registered previously; set the parameter 293 to " yes " to enable access permission for user groups in the portal procedure access the service portfolio management functionality through the main menu processes > portfolio and catalog management > portfolio if there are portfolios previously created, the system will present them grouped by type; click on " new portfolio "; in the \<font color="#3b9f0f">main \</font> tab, define the name of the portfolio and whether it will be " business " or " technical "; enter the portfolio data; complete the data according to the format to be defined save the portfolio action for edit or registration action description new portfolio create new edit edit the portfolio advance /en us/citsmart platform 9/processes/portfolio and catalog/use/register a service html register/edit services to the portfolio ✅ rule the choice of business/technical type must be in line with the type of contract to be linked to the portfolio, only contracts of the type " contract " are linked to the type " business " and only contracts of the type " technical contract " and " operational level agreement " are linked to the "support " type portfolio registration information for each guide guides description main basic information of the portfolio presentation visualization in the smart portal and ticket management multilanguage portfolio translation to english, spanish and portuguese main tab basic information of the portfolio field description portfolio name ( ) name of the portfolio type ( ) will be provided by the system, according to each type of portfolio are showed (business/technical) multilanguage set if the portfolio is multilanguage (yes/no) ( ) indicate mandatory field presentation tab configures visualization in the smart portal and ticket management field description available on the portal ( ) indicate if the portfolio is to be present at the services portal available via chat ( ) indicates if the portfolio can have chat attendance name ( ) name of the portfolio to appear at the portal description description of the portfolio appearing at the portal select the image button select an image to the portfolio (or upload a new one) ( ) indicate mandatory field 🖊 note at the " available via chat" option, even if it is marked " yes ", to use the chat it still has to be combined with group permission (to attend the portfolio at the chat) multilanguage tab service translation to english, spanish and portuguese this tab will only appear if "multilanguage" is set to " yes " at the \<font color="#3b9f0f">main tab\</font> for each language, provide portfolio name description ✅ rule if one of the 3 languages on the " multi languages " tab is left blank, the information will be filled out with the information contained in the " presentation " what to do next go to the home page and check the created portfolio