Creating portfolios

This topic guides you on how to create new Portfolios. For a quick introduction and life cycle of Portfolio Management, you can refer to Portfolio-Management-Overview. These operations can be performed by Portfolio Managers and Portfolio Masters.

To create a new portfolio

1. Log in Agility Suite application and select Create > Portfolio.

2. On the Create Portfolio page, enter the values for the following fields: 

   Field	Description
   Summary	Enter a Summary of Portfolio which describes the objective.
   Description	The Portfolio Manager can enter details of the objective, and goal which is fulfilled by addressing this Portfolio. This is a special type of field which supports basic formatting, images, tables, and hyperlink.
   Attachments	Attachments or any information to be associated with this Portfolio.
   Portfolio Manager	The default is Portfolio Manager. We can re-assign by selecting an Associate button. (Clear buttons clear the existing Portfolio Manager.)
   IT Service	This field helps to view and process data of ITSM and CMDB which needs to configure. One IT Service can only be associated with one Portfolio. For example, Portfolio Service Desk has IT Service "Helix Service" associated then Portfolio Change Management cannot have the similar getting associated.
   Idea Review Threshold	Minimum and Maximum value serves as a benchmark for comparison. The default value is 100.
   Visible in BMC Helix Digital Workplace	Yes/No If you select Yes, this Portfolio is displayed in BMC Helix Digital Workplace. If selected No while creating an idea this Portfolio is not listed in BMC Helix Digital Workplace. The default value is “No”

3. Click Save. The new project is created and opened in Ramp Up status.