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Portfolio

Use Portfolio to compare applications and find work that needs attention. Your role and permissions determine what you can see; the period and application group narrow the results.

Top metrics

Each top metric summarizes a measure relevant to your role. Open it to see which applications or records contribute to the value.

If a source is still loading or temporarily unavailable, Portfolio keeps the available results visible and identifies the incomplete values. Missing data is not a recorded zero.

Application risk

The risk map helps you compare application risk, readiness, and operating health. When a result needs investigation, open its details and continue to the application for supporting evidence.

Priority work

The action queue brings together work that needs follow-up. Open an item to see the reason for follow-up. The related application, Inbox item, policy, or compliance record provides the details and permitted actions.

Role-specific sections

Portfolio can also show governance metrics, application composition, trends, cost, or value information when those sections are relevant to your role and available for the applications you can access.

Compare results carefully

  1. Confirm the selected period and application group.
  2. Open the metric or risk signal that changed.
  3. Review its filtered details and source status.
  4. Review the related record before taking action.
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