Creating Custom Labels

This topic guides you on how to create new Custom Labels. For a quick introduction to labels, you can refer to the Labels Overview.

The Custom Labels can be created only on Portfolio, Program and Project levels and can be created by the respective Portfolio/Program/Project Managers or the Application Admin.

To create a new Custom Label under a Portfolio/Program/Project

1. Log in to the Portfolio Management application.
2. Navigate to the Portfolio/Program/Project console:
   • For the Project and Program console, navigate to Workspaces > Projects or Program 
   • For the Portfolio console, navigate to Portfolio > Application or Business Portfolio. 
3. Open the portfolio/program/project by clicking on the required portfolio/program/project ID.
4. On the respective workspace, check the header functions. Click on the Labels. This will open the list of labels created within this Portfolio/Program/Project (if any).

5. Click on the + Custom Labels and enter the values for the following fields:

   Field Labels	Description
   Identifier	The identifier is a global name we provide to a label irrespective of the locale. Every label has a unique identifier and is provided in English.
   Label Name	Label name is a title, say, any name defining the topic, priority, and development task. (Note – Click on Localize and feed the Label Name in the Default locale. This feature is provided to support multiple languages.)
   Label Description	Label description is a brief description of the Label. (Note – Click on Localize and feed your Description in the Default locale. This feature is provided to support multiple languages.)
   Color (Hex Code)	The Hex Code of the color you want to see this label in.

6. Click Save. This will pop another window, asking you to select Type. This Type field has the list of modules that the Portfolio Management application contains.

7. Select one or multiple modules from the list. This means, the created Label can only be applied to the selected modules.

   Please note, that the list of modules varies depending on the level (Portfolio, Program or Project) at which you are creating the Custom Label.

   • In Portfolio, we get all the 9 modules, same as we got while creating a pre-configured label.
   • In Program, we get 8 modules, same as in the Pre-Configured label, except Portfolio.
   • In Project, we get only 2 modules, Project Task and Sprint/Phase (depending on the type of the project).
8. Once done, the new label gets listed under the selected Portfolio/Program/Project.