To use the IT portfolio management workspace, you must configure Focal Point. After the workspace is set up, you must add data, members, and users to the workspace and database.

You can also archive data. Depending on the amount of data to store, you might also configure modules, views, and attributes. For example, you might have a state for archived elements. Elements in this state are not included in views. If the module is large, you can create a separate module or workspace and move the old data.