Portfolio

The portfolio is available in the project menu under Dashboards > Portfolio.

The portfolio provides a user with a wide range of functionality. Namely:

  • To complete a list of applications that exist in a user’s project including their status;
  • To indicate applications which are shared within other projects;
  • To process, delete and configure applications;
  • To sort, filter, and export application data.

The following screen shows the portfolio interface in Apptimized Dashboard.

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Portfolio data is grouped into the following categories:

  • App ID;
  • Vendor;
  • Software;
  • Version;
  • Language;
  • Assignee;
  • Updated;
  • Stage;
  • Actions.

The portfolio is performed in 2 blocks:

  • Information block – this block contains detailed information about the application;
  • Action block – this block provides options to manage applications.

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Table 1. Information block

Column name

Details

App ID

A personal static number of the application.

Vendor

A supplier of the application (i.e., Tim Kosse).

Software

The full official name of the application (i.e., FileZilla).

Version

A current version of the application (i.e., 3.5.2).

Language

Information on the application language taken from metadata. A user can change this information in the Upload - Confirm step.

Assignee

This column indicates a person appointed to manage the application.

Updated

This column indicates the date and time when data on the application was last updated (i.e., 03/30/2020 10:35).

Stage

This column provides the information on a current request step.

The information is grouped by template: <step name><sub step name> (i.e., Upload – Confirm).

The following stages options available:

  • Upload – Confirm / Initialize;
  • Discovery / Testing / Packaging – Initialize;
  • Discovery / Testing / Packaging - <Factory statuses>;
  • Discovery / Testing / Packaging – Self Service;
  • Discovery / Packaging – Screenshots;
  • Testing – Results;
  • Download - List of files.

The following factory statuses available:

  • Ready for Discovery - a user’s request is submitted to Apptimized and is ready for processing by Apptimized team;
  • In Progress - Apptimized team is processing a user’s request;
  • Delivered - Apptimized team finished processing a user’s request and sent corresponding Deliverables;
  • Action Required – a user must check the request and provide additional information to Apptimized team;
  • Incoming check – Apptimized team is started processing a user’s request and checking all additional information;
  • Factory QA – a user’s Testing request is submitted to Apptimized and is in progress for processing by Apptimized team;
  • Action Required – a user must check a ticket and provide additional information to Apptimized team;
  • Delivered - Apptimized team uploaded the result for a user’s request, and a user must check it;
  • Error Analysis – a user found a bug in the package and sent a bug report to Apptimized team;
  • Approved - when the package is correct, and a user approves a request in the ticket.

The number of items per page can be changed to 10, 50, 100, or all items.

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Keyword search mode available:

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The columns in the portfolio table can be swapped and grouped in any order. A user can drag and drop a column header to a suitable place.

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To exclude columns in the portfolio table, uncheck the box next to the column name not required in view. This option is available under Edit Column Settings > Columns.

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To sort data in columns App ID, Vendor, Software, Version, Language, or Updated select ascending or descending mode. This option is available under Edit Column Settings > Sort Ascending or Edit Column Settings > Sort Descending.

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An alternative method to sort data in columns: Click the table header > Click the arrow symbol.

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To filter data in columns Vendor, Software, Version, Language, Assignee, or Stage use Edit Column Settings > Filter > Select the relevant value > Filter button. To exclude import types from the import history table, uncheck boxes next to the name not required in view.

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To filter data in columns Updated or App ID, use Edit Column Settings > Filter > Show items with value that > Filter button.

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The action block extended menu:

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The Process option allows the user to go to the Transition screen page.

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The Assign option allows the user to assign users responsible for tasks on the application.

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Assignments revert to the initial settings by clicking the Cancel button and change by clicking the Save button.

Apptimized shows the following notifications when successful:

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Apptimized sends the follow-up email once the user has been assigned to a task:

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The Settings option allows a user to edit the application metadata.

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Application settings revert to the initial settings by clicking the Go to last dashboard button and change by clicking the Save button.

The Push to SCCM option allows a user to start the deployment of an application to SCCM. Before applying this option, the one-time configuration of Apptimized SCCM Connector by project administrator must be provided (see the SCCM Integration).

The Push to Intune option allows a user to start the deployment of an application to Intune. Before applying this option, the one-time configuration of Apptimized Intune Connector by project administrator must be provide. (see the Intune Integration).

The Timeline option provides a list of user activities in Apptimized. A user can check all actions, or download installation source, download generated discovery and testing document/package, or revert workflow to needed step:

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When a user wrapped a package, Apptimized shows the following screen:

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The Copy option allows a user to copy the application metadata to the Upload - Confirm step.

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The option to delete the application is available under Action > Extended menu > Delete. Apptimized shows the following modal window:

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The applications delete by clicking the Delete button. Apptimized shows the following notification when successful:

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The pending uploads delete option is available under the Delete pending uploads button.

A portfolio database can be downloaded as an Excel file by clicking the Export to Excel button.

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