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Version: 25.0

Adding a Child Portfolio Item in the Portfolio Tree

This feature is available in Enterprise and Ultimate editions.

Overview

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

Steps

  1. Click the hamburger icon Hamburger icon > 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.
  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 (For example: Description, Swag, Value Scale, Status, Owner, Priority).
  4. Click Save. The system inserts your new child portfolio item under the parent in the list.

Using the Portfolio Tree

Planning

Strategic Themes Overview

List Type Administration (Drop-down Lists)

Portfolio Kanban Board