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
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Click the hamburger icon
> Portfolio> Roadmaps.
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If not already selected, choose a project from the Project Navigator.
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Click Layout
(Timeline) or
(Board).
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Click the
icon at the top-right corner of a cell, enter a title, and press Enter.
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- 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.
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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
- Click the hamburger icon
> Portfolio> Roadmaps.
- If not already selected, choose a project from the Project Navigator.
- Click Layout
(Timeline) or
(Board) layout.
- Click Publish > Add Portfolio Item.
- In the Portfolio Item dialog box, provide all the required portfolio item details, and click Save.