Creating an IT portfolio management workspace

To create an IT portfolio management workspace, you can use the template in Focal Point^®.

Before you begin

To add a workspace, you must either be a Global administrator or have the Global permission.

Procedure

1 Make sure that all workspaces are closed. Click General and select Workspaces.

2 On the Administer Workspaces page, click Add Workspace.

3 Select Template: IT portfolio management.

4 Enter a name and description for the workspace.

5 From the Responsible list, select the user who is responsible for maintaining the workspace.

6 From the User Administrator list, select an administrator for the workspace.

7 Select an icon, a workspace list color, the date format, and the navigation bar view for the workspace.

8 Click OK.

The IT portfolio management workspace is created.

What to do next

For more information about setting up the workspace, see Preparing to use the IT portfolio management workspace.

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