7. Portfolio Operations
Portfolio Operations (option 7 in the main menu) aggregate assessment results across multiple applications in a single workspace. Available in Consultant and Enterprise editions.
What portfolio mode provides
| Capability | Description |
|---|---|
| Multi-app assessment | Run assessments across all apps in a workspace in sequence or in parallel |
| Aggregated risk register | Cross-application finding list, deduplicated and ranked |
| Portfolio compliance matrix | Framework coverage across every assessed app |
| Migration wave planning | Dependency-aware sequencing for phased cloud migration |
| Portfolio Power BI dashboard | swao-portfolio.pbit with heatmap and wave views (Enterprise) |
CLI
bash
# Assess all apps in the workspace
swao assess --portfolio
# Export aggregated BI bundle
swao export --portfolio --formats csv,xlsx
# Open the portfolio dashboard
# Open wsp/templates/powerbi/swao-portfolio.pbit in Power BI DesktopEdition
Full portfolio operations require Consultant or Enterprise. The Community edition can run individual assessments in the same workspace folder but does not aggregate results.
See also: Export BI | Features & Editions