Skip to main content
Version: 24.3

Creating a New Portfolio Item

This article explains how to create a new Portfolio Item in Agility.

Overview​

This topic explains how to create a new portfolio item.

Option 1. Add a Portfolio Item in the Portfolio Tree​

Refer to the Adding a Portfolio Item to the Portfolio Tree topic.

Option 2. Add a Portfolio Item from the Sidebar​

  1. Click on the + icon on the header.
  2. Select the type of asset you want to add.
  3. Enter the asset details and click Save.

Option 3. Add a Portfolio Item on the Program Board​

  1. Click the hamburger icon Hamburger icon > Release > Program Board.
  2. Click Add Portfolio Item on the top-right corner.
  3. Enter necessary information and click Save.

See Using the Program Board to learn more.

SAFe ® and Scaled Agile Framework® are registered trademarks of Scaled Agile, Inc.

Option 4. Add a Portfolio Item on the Value Stream Board​

  1. Click the hamburger icon Hamburger icon > Portfolio > Tracking > Value Stream Board.
  2. Click Add Portfolio Item.
  3. Provide the following required information in the Portfolio Item dialog box, such as Title for your Portfolio Item, an appropriate Project, required Strategic Theme, Type of your Portfolio Item (Epic, Capability, Feature), a description for your Portfolio Item, and so on.
  4. Click Save.

See Using the Value Stream Board to learn more.

Option 5. Add a Portfolio Item on a Roadmap​

  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.

  4. Click the Add-icon-green 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.

  6. 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 6. Import a Portfolio Item from Excel​

If you would like to import your portfolio items in bulk, you can do so from an Excel spreadsheet. See How to Import Data from Excel for details.

Portfolio Item Overview

Portfolio Kanban Board

List Type Administration (Drop-down Lists)

Reports Showing Portfolio Item Data