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Adding a Portfolio Item to a Roadmap

Overview

This topic explains how to add a new portfolio item from the Roadmaps page.

Option 1: Quick Add

  1. From the main menu, click Portfolio > Roadmaps.

  2. If not already selected, choose a project from the Project Navigator.

  3. Click Layout LayoutTimeline.png (Timeline) or LayoutBoard.png (Board). 

  4. Click the clipboard_ef7508072291b8548111d5998975388d6.png icon at the top-right corner of a cell, enter a title, and press Enter.
    Note: When you use the "Project - Level" or "Strategic Themes - Level" group by options, this button is not displayed.

    • This saves the portfolio item to the view. 

    • When using a Group By to create rows, the grouping designation is automatically saved for the new item.

  5. Click on the newly created item to view details and modify as needed, OR use the Portfolio Tree page to edit multiple items at once after they are created.

Option 2: Portfolio Item with Details

  1. From the main menu, click Portfolio > Roadmaps.

  2. If not already selected, choose a project from the Project Navigator.

  3. Click Layout LayoutTimeline.png (Timeline) or LayoutBoard.png (Board) layout.

  4. Click Publish > Add Portfolio Item.

  5. In the Portfolio Item dialog box, provide all the required portfolio item details, and click Save.