Adding a Portfolio Item to the Portfolio Tree

This topic explains how to add portfolio items to the portfolio tree.

Overview

There are several ways to add portfolio items. Depending on the area of the system you are working in, you can select any of the options described in this topic.

Steps

1. Click the hamburger icon > Portfolio > Planning > Portfolio Tree.
2. Click Add Portfolio Item.
3. Enter required information, and then click Save. The system inserts your new parent portfolio item at root level, bottom of the list.

Related concepts

Using the Portfolio Tree

Related references

Planning

Strategic Themes Overview

List Type Administration (Drop-down Lists)

Portfolio Kanban Board