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Help Center — Application Portfolio
GETTING STARTED
IntroductionQuick start
CREATE A SCHEMA
Create a schema from a templateCreate a schema from scratch
SCHEMA TEMPLATES
Security Risk RegisterISO 27001 Document ControlSOC 2 Evidence RegisterPolicy ManagementThird-Party RiskData ClassificationApplication PortfolioControlled DocumentArchitecture Decision RecordInformation Asset RegisterBusiness Continuity RegisterGDPR Processing Activity
IMPORT
Import a JSON or YAML schema packageImport Page Properties
FIELD TYPES
Schema field typesText fieldsNumber fieldsYes / No fieldsSingle choice fieldsDate / Time fieldsEmail fieldsURL fieldsConfluence reference fieldsList fieldsField group fields
MANAGE SCHEMAS
Manage schemasIndexed fields and filtersSchema permissions
CAPTURE DATA ON PAGES
Capture metadata on a pageCapture, validate and repair metadata
CREATE REPORTS
Build a Metadata ReportConfigure report filters and viewer controls
STORAGE & PRIVACY
Data residencyStorage in ForgeRetention and deletion
COMPLIANCE
Compliance workflowsMetadata, history and revisions
ADMINISTRATION & TROUBLESHOOTING
Import and exportSchema reconciliation and processesSecurity, storage and limitsTroubleshoot schemas, filters and reports

SCHEMA TEMPLATES

Application Portfolio

Build a searchable inventory of applications that connects business ownership, technology, cost and lifecycle.

Applications often have different business and technical owners, costs and retirement plans. This template makes those relationships visible in one inventory, helping teams prioritize security reviews, lifecycle changes and spending decisions.

Fields

An application inventory should help answer more than “what software do we have?” Use this structure to connect each system to its people, operating model and future plans.

FieldTypeWhat it captures
ApplicationRequired · IndexedTextName of the application represented by this record.
Business ownerRequired · IndexedConfluence userBusiness-side person accountable for the application.
Technical ownerRequired · IndexedConfluence userPerson accountable for the application's technical operation.
Business criticalityIndexedSingle choiceImportance of the application or asset to business operations.Choices: Low, Medium, High, Critical
Lifecycle statusRequired · IndexedSingle choiceWhether an application is planned, active, being retired or retired.Choices: Planned, Active, Sunset, Retired
Hosting modelIndexedSingle choiceHow the application is hosted or delivered.Choices: SaaS, Cloud, On-premises, Hybrid
Data classificationIndexedSingle choiceSensitivity of the information processed by an application.Choices: Public, Internal, Confidential, Restricted
VendorIndexedTextSupplier of the service or application.
Annual costIndexedNumberEstimated yearly cost of running the application.
Last security reviewIndexedDateDate of the application's most recent security assessment.
End-of-life dateIndexedDatePlanned or known retirement date of the application.