Preparing to use the portfolio management workspace
You must configure Rational® Focal Point™ to
use the product portfolio management workspace. After the workspace
is set up, you must add data, members, and users.
For more information, see “Managing members” and “Managing users.”
Specifying application settings
You must specify your settings to deliver account information
and emails to users, process notifications, notify exceptions to an
administrator, and so on.
Reorganizing home pages
After you set up the product portfolio management workspace,
the order of the home page windows for roles changes. You must reorganize
the home pages.
Updating business rules parameters
The product portfolio management
workspace contains several predefined expressions and business rules.
Because the expressions and business rules contain database Ids that
are unique for your environment, you must refresh the expressions
and business rules.
Updating workspace data
The product portfolio management workspace includes references
for sample markets and checkpoints that you can customize according
to your environment.
Workflows
The
Ideas and Products modules can use workflows. The workflow is based
on the Status attribute in each module.
Microsoft Project Integration
You can integrate Rational Focal Point with Microsoft® Project using the
attributes in Projects and Business Needs modules.
Configuration groups
To make a workspace easier to maintain and access, you
can change or remove configuration groups in that workspace. A configuration
group is a set of modules and their attributes.