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Version: 25.0

Adding a Portfolio Item to a Roadmap

This topic outlines the steps to add a Portfolio Item to a Roadmap.

Overview

This topic explains how to add a new portfolio item from the Roadmaps page.

Option 1: Quick Add

  1. Click the hamburger icon Hamburger icon > Portfolio> Roadmaps.

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

  3. Click Layout (Timeline) or (Board).

  4. Click the Add Green icon icon at the top-right corner of a cell, enter a title, and press Enter.

    • This saves the portfolio item to the view.
    • When using a Group By to create rows, the grouping designation is automatically saved for the new item.
  5. Click on the newly created item to view details and modify as needed, OR use the Portfolio Tree page to edit multiple items at once after they are created.

Option 2: Portfolio Item with Details

  1. Click the hamburger icon Hamburger icon > Portfolio> Roadmaps.
  2. If not already selected, choose a project from the Project Navigator.
  3. Click Layout Layout Timeline (Timeline) or Layout Board (Board) layout.
  4. Click Publish > Add Portfolio Item.
  5. In the Portfolio Item dialog box, provide all the required portfolio item details, and click Save.

Roadmapping