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Portfolio Administrator Guide

Explore and get ready

Understand and learn the product Review the example data Clear the example data

Review your Alfabet licenses and license usage

Understand the functional scope of your licenses Understand user license usage

Manage users and access permissions

Manage user profiles Add users Assign users to user groups Manage user passwords

Assign a password via system-generated email notifications Assign a password without system-generated email notifications Prompt a user to define a password on first login Define a password expiration date for a user

Change the login mode Clear the user context settings Anonymize user data

Customize your solution configuration

Configure role types for persons and organizations Create extended (custom) attributes Configure evaluation metrics

Create an evaluation type Define an indicator type Define a computation rule Configure cards to display indicators in content areas Assign the evaluation type to an object class Configure a prioritization scheme Configure a portfolio Understand where an evaluation type is used Create a job schedule to compute the indicator

Specify measurement units to display in cards Specify cost information Configure connection details for information flows

Add connection data formats Add connection frequencies Add connection methods Add connection types

Configure platform templates for the technical architecture Configure measure types Configuring time series to track target values Configure diagram views

Create a diagram view with color rules Specify diagram view items to show attributes on applications

Enable data quality rules

Activate a data quality rule Create a new data quality rule Structure data quality rules in data quality rule groups

Create rules to trigger actions on change of data

Define a data-triggered action group Define a data-triggered action Define a data-triggered action rule

Specify your logo and color themes Upload documents for your user community Define analytics dashboards

Create a data provider Create an analytics dashboard Design the analytics dashboard Pre-configured data source reports for analytics dashboards

Get your data in Alfabet

Learn the basics about data import Understand the visualization of the meta-model Recommended sequence to import data Focus on the data you want to capture Configure data capture templates

Configure a class-based data capture template Configuring a reference-based data capture template Configure a data capture template for application costs Configure a data capture template for project costs

Generate the XLSX file Capture the data in an XLSX file Validate the correctness of the data Import the XLSX file Review the success of the import Review the data quality for a business question

Initiate a data collection project

Create a data quality rule for data collection Prepare the data workbench for data collection

Administrate events

Access and check the results of job execution Change the time schedule to execute a job

Manage integrations to third-party components

Interoperability with Horizzon Interoperability with IT-Pedia Integration with ServiceNow Interoperability with ARIS

Get help if you're lost

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Portfolio Administration
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