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Adding a Child Portfolio Item in the Portfolio Tree

This feature is available in Enterprise and Ultimate editions.

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Overview

The Portfolio Tree grid provides flexibility in defining and managing your portfolio item hierarchical structure.

Steps

  1. Select Portfolio > Planning > Portfolio Tree.

  2. Select the parent portfolio item for which you want to create a child portfolio item, and then click Add Child Portfolio Item. The Portfolio Item details window opens populated with the parent portfolio item information.

  3. Change the Title and Risk field values to reflect the new child portfolio item details. You can also add other descriptive information to fully define the child portfolio item (e.g., Description, Swag, Value Scale, Status, Owner, Priority).

  4. Click Save. The system inserts your new child portfolio item under the parent in the list.

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