Managing the IT Portfolio Overview Report

This process details how users can update Investment Notes and Component Summaries in FEDPASS to display as needed in the IT Portfolio Overview Report.  This guide also outlines how to populate page numbers in the report after it has been downloaded.

Creating and Deleting Investment Notes

• Navigate to the Investment screen to which a note should be added.
• Select the Notes option at the top of the screen.

• Select the 'Add Note' option.

• To ensure that the Note displays as part of the Portfolio Overview report, select the 'Portfolio Overview' tag.

• Add Note as desired.
• Select Save when done.

Notes can be viewed by selecting the 'Notes' option at the top of the Investment screen.  They will be listed, with their associated tag(s).

• To delete a Note, select the blue, hyperlinked text to open the Note.  Then select 'Delete'.

Updating Component Summaries

• Component Summaries display in the Portfolio Overview report.  This field is fully formattable.  To update a component summary for the Portfolio Overview, navigate to the desired Component to be updated.

• Select Edit.
• Update and format the summary as desired.
• Select Save when done.

Updating Downloaded Report to Display Page Numbers

The IT Portfolio Overview is a Word document outlining detailed IT Portfolio information for the selected Fiscal Year.  This report provides a description of each Investment as well as each of its active components, sorted by Part of the Portfolio first, and then Program Type.

In order for the page numbers to pull as expected for this report, the following steps must be taken after download:

• Click on beginning of ‘Part 1’, make sure to highlight the entire part of ‘Part 1’
• Click on Layout, then select Convert to Text

• Select ‘Paragraph Marks’, then click OK

• Continue to follow the above steps thru ‘Part 3’
• Insert Page Number
• Go thru the document to gather page number for table of contents