Portfolio contents

Use the Contents tab to include contents in your portfolio, review and prioritize the contents periodically, and decide what to invest.

Note: The Contents tab is only visible if it is enabled by your admin. The actual tab name may be different in your organization since admins can customize the tab's name. For details, see Set up portfolio tabs.

Add sub-portfolios

You can add a portfolio to the current portfolio. The portfolios added to the current portfolio are referred to as sub-portfolios or child portfolios.

To add a sub-portfolio to a portfolio:

Open a portfolio and go to the Contents tab.
Select the Plain List view or Hierarchy view in the toolbar.

You can create a new portfolio and add it to the current portfolio as a sub-portfolio, or add an existing portfolio.

Option	Details
Create a new portfolio	To create a new portfolio and add it as a sub-portfolio to the current portfolio: Click the Add portfolio contents button and select the portfolio type for the sub-portfolio. Only portfolio types that are configured in the portfolio type setting can be selected. For details, see Set entity type in backlog. Complete the required fields and click Done.
Add an existing portfolio	To add an existing portfolio as a sub-portfolio to the current portfolio: Click Add portfolio contents > All Candidates. In the Add Existing Candidate page, select the portfolios you want to add to the current portfolio as its sub-portfolios, and click OK.

Option

Details

Create a new portfolio

To create a new portfolio and add it as a sub-portfolio to the current portfolio:

Click the Add portfolio contents button and select the portfolio type for the sub-portfolio. Only portfolio types that are configured in the portfolio type setting can be selected. For details, see Set entity type in backlog.
Complete the required fields and click Done.

Add an existing portfolio

To add an existing portfolio as a sub-portfolio to the current portfolio:

Click Add portfolio contents > All Candidates.
In the Add Existing Candidate page, select the portfolios you want to add to the current portfolio as its sub-portfolios, and click OK.

You can create multiple levels of portfolios and sub-portfolios, which form a hierarchy. For details, see Portfolio hierarchy.

Add portfolio epics

To enhance a portfolio, add epics in one of the following ways:

Create portfolio epics in Portfolio & Strategy and sync them to Agile for implementation. For details, see Create portfolio epics in Portfolio & Strategy.
Create and develop epics in Agile, sync them to Portfolio & Strategy, and add them to portfolios. For details, see Add epics to your portfolio.

View portfolio contents

The portfolio Contents tab provides comprehensive information about each item in the portfolio. This includes status, value rating, risk rating, and the strategic theme that the content serves.

The Contents tab includes the Plain List, Hierarchy, Board, and Roadmap views to help you track the portfolio contents from different vantage points. These views are accessible in the toolbar.

Button	Description
	Lists the portfolio contents in a plain list. You can group, filter, and sort the contents, and configure what information to display. You can also add, remove, and edit portfolio contents. For details, see Plain list view.
	Lists the portfolio contents in a hierarchical structure. You can filter and sort the contents, and configure what information to display. You can also add or remove portfolio contents. For details, see Hierarchy view.
	Lists the portfolio contents in a visual and interactive way. The portfolio board is divided into columns and swim lanes. Each column and swim lane represents a group, such as strategic theme and status. Under each column in the swim lane, the relevant portfolio contents are displayed as cards. For details, see Board view.
	Includes a Gantt chart that displays schedule information about each item in the portfolio. For details, see Roadmap view.

Move portfolio contents

You can move contents directly included in the current portfolio, to another portfolio.

To move a portfolio's contents to another portfolio:

Open the portfolio's Contents tab, and select the Hierarchy view .
Select the portfolio contents to move and click Move.
In the Move Portfolio Contents dialog box, select the target portfolio to which to move the portfolio contents.
Click OK.

Remove portfolio contents

You can remove contents from a portfolio. The items removed from the portfolio are not deleted from the system.

To remove contents from a portfolio:

Open the portfolio's Backlog tab, and select the Hierarchy view .
Select the portfolio contents you want to remove from the portfolio and click Remove.

You can only remove the contents that directly belong to the portfolio.

Removing a subportfolio from the portfolio changes the portfolio hierarchy.