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Creating a New Portfolio Item

This feature is available in Enterprise and Ultimate editions.

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Overview

Depending on where you are in the system, this article explains how to create a new portfolio item.

Option 1. Add a Portfolio Item in the Portfolio Tree

Option 2. Add a Portfolio Item from the Sidebar

  1. Click on the plus icon in the sidebar, and then click Add New.
  2. Select the type of asset you want to add.

  3. Enter the asset details, and then click Save.

The Asset Tray was replaced by a static Sidebar in the Summer 2017 (17.2) release. Prior releases still display the Asset Tray.

Option 3. Add a Portfolio Item on the Program Board

  1. Select Release > Tracking > Program Board.

  2. Click Add Portfolio Item in to top right corner of the page.

  3. Enter required information, and then click Save.

See Using the Program Board to learn more.

SAFe® and Scaled Agile Framework® are registered trademarks of Scaled Agile, Inc. 

Option 4. Add a Portfolio Item on the Value Stream Board

  1. Go to Portfolio > Tracking > Value Stream Board.

  2. Click Add Portfolio Item in to top right corner of the page.

  3. Enter required information, and then click Save.

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See Using the Value Stream Board to learn more.

Option 5. Add a Portfolio Item on a Roadmap

  1. From the main menu, select Portfolio > Planning > Roadmaps.

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

  3. Click on the Board or Timeline layout button.

  4. Click on the plus icon in the bottom corner of a column, enter a title, and then press Enter.

    • This saves the portfolio item to the view. 

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

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

Option 6. Import a Portfolio Item from Excel

If you would like to import your portfolio items in bulk, you can do so from an Excel spreadsheet. See How to Import Data from Excel for details.

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