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IBM TRIRIGA Portfolio 4.x/11 – 8d501gpl

Course #: 8d501gpl

Duration: 4 Hours

The purpose of this course is to provide a basic understanding of TRIRIGA to better manage space, people, organizations, and assets necessary for optimal performance of the business operations.

The course teaches how to use the IBM TRIRIGA Portfolio tools to track and manage the following areas:

  • Properties, land (subdivisions, parcels, or both) and buildings, floors, and space
  • People resources, including full-time employees, part-time employees, contractors, consultants, vendors, service providers, building owners, government agencies, and utilities
  • Assets, including infrastructure, technology, telephone, furniture, office and building (infrastructure)
  • Equipment, including parts inventories, assemblies, and subassemblies
  • Organizations (internal or external), subsidiary businesses, and user-defined multiple-tiered organization structures (business unit, division, department, government agencies)


This course includes an overview of the TRIRIGA portfolio including how to setup the applications and data structures. Users will also understand how to use common tools within the application.

After completing this course, users should be able to:

  • Understand the TRIRIGA portfolio
  • Navigate through the TRIRIGA application
  • Populate data records in the correct sequence
  • Upload data records from Excel
  • Define and create essential building blocks
  • Run reports in TRIRIGA


Target audience would be all executives, users, administrators, and developers who are related to how TRIRIGA will be deployed at a given enterprise. This course does not get highly technical, but is helpful for everyone to understand how TRIRIGA works




Unit 1: Getting Started

Lesson 1: IBM TRIRIGA products

Lesson 2: Data population sequence

Lesson 3: Building blocks

Lesson 4: Icons, actions, and transitions

Unit 2: Portal Overview

Lesson 1: Log into IBM TRIRIGA

Lesson 2: Home portal

Lesson 3: Portal Sections

Lesson 4: Personalize options

Lesson 5: My Bookmarks

Lesson 6: My Profile

Unit 3: Portfolio setup

Lesson 1: Lists

Lesson 2: Classifications

Lesson 3: Geography types

Lesson 4: Specifications

Unit 4: Portfolio data

Lesson 1: Organizations

Lesson 2: Locations

Lesson 3: People

Lesson 4: Assets

Unit 5: Common TRIRIGA tools

Lesson 1: Reports

Lesson 2: Document Management

Lesson 3: Contact roles

Lesson 4: Approvals

Lesson 5: License Manager

Lesson 6: Security groups

Lesson 7: Globalization Manager

Lesson 8: Geographic Information Systems

Contact us regarding the training