Creating a Portfolio

Product Managers can create and define attributes for new portfolios. Portfolios can be created from the Portfolios page.

Before you begin: Access the list of portfolios. See Portfolios Page.
See Also
Portfolio Properties Page
Editing Portfolio Properties
  1. From the toolbar, click Create .
  2. Enter these details:

    Field NameDescription
    NameType the name of the new portfolio or check AutoName to have the system assign a name automatically.
    TypeClick to select a portfolio subtype. By default, Portfolio is the only available type, but your company may have created subtypes.
    DescriptionDetails that describe the portfolio.
    OwnerClick to assign an owner. By default, the person who creates a portfolio is its owner.

  3. Click Done.