The first step to capture IT portfolio data is to add users, user groups, and organizations. This allows you to specify access permissions to objects as well as the users or organizations that have a functional responsibility for the objects. Users and user groups may already exist in the database if they were defined in the Manage User Access view.

Select the class Person in the Class field and click Update. Click the Person element displayed in the diagram and select Data Capture > Generate Data Capture Template File to download the XLSX file to capture data in. Capture data for all of the classes required for the business question.