Skip to main content
System StatusContact Support Agility Community

Closing a Portfolio Item in the Portfolio Tree

This feature is available in Enterprise and Ultimate editions.



Learn how to close a portfolio item from the Portfolio Tree.


  1. Click  Portfolio > Planning > Portfolio Tree.
  2. To the right of a portfolio item, select the Add Child Portfolio Item drop-down menu, and then click Close Portfolio Item.

  3. Click Close Portfolio Item again when prompted.


Any open child items in a Portfolio Item will need to be closed or moved to a new portfolio item in order to close the selected portfolio item. You cannot close a portfolio item if it has open child items.