A portfolio type enables you to define and maintain a common set of portfolio settings for multiple portfolios.
Create portfolio types
Create a portfolio type before creating your first portfolio. An out-of-the-box portfolio type: Enterprise is provided, ready for you to use.
Note: The settings for the portfolio type Enterprise are different for fresh install and upgraded users:
For fresh install, the system default settings are used.
For upgraded users, the settings configured in the Global Portfolio Settings page before the upgrade are used. All the portfolios created before the upgrade belong to this portfolio type.
To create a portfolio type:
- Prerequisite: You must have the Edit All Portfolio Types access grant.
From the PPM menu, select Create > Administrative > Portfolio Type to open the Add Portfolio Type page. (The page name may vary between versions. )
Complete the General section as described below:
Field (* Required) Description Enable This Portfolio Type
Turn on the toggle to enable the portfolio type. When the portfolio type is enabled, it can be selected when creating a portfolio.
*Portfolio Type Name Give the portfolio type a unique name. Abbreviation
Provide an abbreviation (up to two characters) for the portfolio type. The abbreviation is displayed on the portfolio type icon.
If no abbreviation is provided, the initials of the first two words of the portfolio type name are used as the abbreviation.
Preview the portfolio type icon.
Description Provide the description for the portfolio type.
Complete the Tabs section as described in Set up portfolio tabs.
Complete the Portfolio Security section as described in Configure portfolio security.
Complete the Advanced section as described below:
- Click Save.
This section describes how to configure the tabs to be displayed in the portfolio details page and how to configure the layout of each displayed tab.
To set up portfolio tabs:
The Available Tabs area displays the tabs that can be displayed in a portfolio's details page. To display a specific tab in a portfolio, drag and drop it to the Selected Tabs area.
The following options are available:
Note: The Contents, Portfolio Epics, and Timeline tabs are available for selection only when the following parameters are set to
Tab Description Overview
Use the Overview tab to display portfolio related information. For details, see Portfolio overview.
If you drag the Overview tab to the Selected Tabs area, the settings icon appears on the tab. Click the icon to configure portlets displayed on this tab. For details, see Configure portfolio Overview tab .
Use the Backlog tab to include contents in your portfolio, review the contents and decide what to invest in. It includes various views to help you review the contents from different perspectives. For details, see Portfolio backlog.
If you drag the Backlog tab to the Selected Tabs area, the settings icon appears on the tab. Click the icon to configure the layout of this tab. For details, see Configure Backlog tab.
Use the Contents tab to add or remove portfolio contents. For details, see Portfolio contents.
Use the Epics tab to manage agile initiatives at the enterprise scale. For details, see Portfolio epics.
Timeline Use the Timeline tab to display the progress and timeline of portfolio contents. For details, see Portfolio timeline. Strategy
Use the Strategy tab for portfolio strategic planning. For details, see Portfolio Strategy.
If you drag the Strategy tab to the Selected Tabs area, the settings icon appears on the tab. Click the icon to set the default strategic themes and business goals for portfolios that use this portfolio type. For details, see Set strategic themes and business goals.
If you have the Application Portfolio Management installed, you can visualize the Roadmaps in the portfolio level. See Introduction to APM Roadmap for details.
Use the Financials tab to track and manage the costs, benefits and budgets of a portfolio. For details, see Portfolio financials.
If you drag the Financials tab to the Selected Tabs area, the settings icon appears on the tab. Click the icon to configure this tab. For details, see Configure portfolio Financials tab.
Available in 23.4 and later versions
Use the Dependency tab to view the dependencies associated with portfolio backlog items. For details, see View portfolio dependencies.
The order in which the tabs appear in the portfolio details page is the same as they are listed in the Selected Tabs area. Drag and drop the tabs to place them in the order you want.
To deselect a tab, move it to the Available Tabs area or click on the tab.
Note: If you allow portfolio managers to override the portfolio type settings in their portfolios, enable the Allow portfolio manager to override the following settings option. Otherwise, portfolio managers cannot edit their portfolio settings.
Portfolio security controls who can view and edit the portfolio.
To configure the view and edit access to a portfolio:
In the Set View/Edit Access area, do either of the following:
- To give view or edit access to individual users, click Add User.
- To give view or edit access to a group of users, click Add Security Group.
The portfolio managers are by default given the View Portfolio and Edit Portfolio accesses and these accesses cannot be removed.
Select the users or security groups.
The users or security groups you add are automatically given the View Portfolio access, and it cannot be removed.
To allow the user or security groups to edit the portfolio type, select the checkbox in the Edit Portfolio column.
Note: If you allow portfolio managers to override the portfolio settings in their portfolios, enable the Allow portfolio manager to override the following settings option. Otherwise, portfolio managers cannot edit their portfolio settings.
Search for a portfolio type to view or edit
You can search for a portfolio type to view or edit it.
To search for a portfolio type:
- To view a portfolio type, you must have the View All Portfolio Types or the Edit All Portfolio Types access grant.
- To edit a portfolio type, you must have the Edit All Portfolio Types access grant.
From the PPM menu, select Search > Administrative > Portfolio Types.
Click the portfolio type link to view or edit it.
How portfolio type settings affect portfolio settings
If you change the settings of a portfolio type, it has the following impacts on the existing portfolios of the portfolio type:
- When a portfolio type setting is overridable, the changes to the setting do not apply to the existing portfolios.
- When a portfolio type setting is not overridable, the changes to the setting are copied to the existing portfolios.