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Viewing and updating portfolio details

Only the Portfolio Manager of the portfolio and Portfolio Masters can edit the portfolio details.

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To update a portfolio

  1. Log in to the Portfolio Management application.
  2. Navigate to Portfolios and click one of the following categories:
    • Business 
    • Application Portfolio. 
  3. To open a portfolio on the Portfolios workspace, click the required portfolio ID.

  4. On the portfolio details page, click Edit, and perform the required actions as defined below:

    Action

    Description

    Change the basic portfolio details

    The assigned portfolio manager can update basic details of the portfolio:

    • Summary
    • Description
    • Attachments
    • Primary and Secondary Labels
    • Status 
    • IT Service
    • Status Reason 
    • Idea Review Threshold
    • Scope
    • Total Budget
    • Visible in Digital Workplace

    Assign portfolio manager

    The creator of the portfolio, by default becomes the portfolio manager for the portfolio. But they can reassign the portfolio to another portfolio manager:

    • Click the Associate button next to the 'project manager' field. A blade window will open with a list of portfolio managers.
    • Select the new portfolio manager and click Select.

    Important: Upon assigning, the assigned portfolio manager gets a notification. For more details, see Notification Matrix. 

     

  5. Click Save to apply the changes.

Header functions

Opening a portfolio, you can also view functions (bottoms) related to the portfolio in the header.

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The following table describes the portfolio functionalities that you can view for your reference: 

Header bottom

Purpose

Resources

This button is visible to users who have the role of a resource contributor and if resource management is activated for Ideas. To get further details refer to Configure Source Entity Type.

Clicking on this button will open up a blade that shows all the resource requests and resource assignments that are related to this idea. This blade also has a button to directly create a resource request related to this idea.

Labels

This button is accessible to users who have the role of Portfolio Masters or are Portfolio Manager for the current Portfolio. 

Single click on this button will open up a blade that shows all the labels created within the current portfolio. The accessor can create a new label for the current portfolio by clicking on +Custom Label. 

Timecards

This button is visible to users who have the role of a resource contributor and if resource management is activated for Ideas. To get further details refer to Configure Source Entity Type.

Clicking on this button will open up a blade that will allow the logged-in user to create a timecard.

Other portfolio tabs

Other than the basics you can also view certain tabs that provide more information about the portfolio. The portfolio manager can use this information to work on the portfolio.

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The following table describes the portfolio tabs that you can view for your reference: 

Portfolio tab

Purpose

Programs 

List of programs related to the portfolio.

To create a new program in the portfolio, see Creating programs.

To open and view a program, see Viewing and updating program details.

Projects

List of projects related to the portfolio.

To create a new project in the portfolio, see Creating-projects.

To open and view a project, see Viewing-and-updating-project-details.

Requirements

List of requirements related to the portfolio.

To create new requirements related to the portfolio, see Creating-requirements.

Here you can find requirements created by ideas related to the portfolio.

Demands

List of demands related to the portfolio.

To create new demand in the portfolio, see Creating-demands.

To open and view a demand, see Viewing-and-updating-demand-details.

Ideas

List of ideas that have been related to the portfolio.

To create a new idea directly in the portfolio, see Creating-ideas.

To open a view an idea, see Viewing-and-updating-idea-details. 

Resource Requests

The resource requests tab shows all the resource requests that are related to the portfolio directly or indirectly (that is, via idea, demand, program, project, sprints, phases, project tasks).

IT Tickets

List of ITSM Tickets related to the IT Service.

Details

You can see the portfolio manager assigned, description and attachments.

Activities

The Activities tab on the portfolio details page displays activities and the history of the changes that the portfolio manager has made in the portfolio.

Related

The portfolio manager can attach files to a portfolio and view a consolidated list of all the documents added. Here you can consult all documents related to Ideas, Demands, Requirements and Projects of the portfolio.

For more information about attachments, see Adding documents to a Portfolio.

 

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BMC Helix Portfolio Management 23.3