Viewing and updating portfolio details
Only the Portfolio Manager of the portfolio and Portfolio Masters can edit the portfolio details.
To update a portfolio
- Log in to the Agility Suite application.
- Navigate to Portfolios.
- To open a portfolio on the Portfolios workspace, click the required portfolio ID.
On the portfolio details page, click Edit, and perform any of the following actions:
Action
Description
Change the basic portfolio details
The portfolio manager assigned can update basic details of the portfolio:
- Summary
- Description
- Attachments
- IT Service
- Idea Review Threshold
- Visible in Digital Workplace
- Total Budget
Assign portfolio manager
By default, the Portfolio Manager is the portfolio manager who creates the portfolio but he/she can reassign the portfolio to another portfolio manager:
- Click the Associate button next to the 'project manager' field.
- A blade window is opened with a list of portfolio managers. Select the new portfolio manager and click Select.
- Click Save to apply the changes.
Header functions
Opening a portfolio, you can also view functions (bottoms) related to the portfolio in the header.
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. |
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. |
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.
The following table describes the portfolio tabs that you can view for your reference:
Portfolio tab | Purpose |
|---|---|
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 which 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 and indirectly (i.e via idea, demand, 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. For more information, see . |
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. |
Only the Portfolio manager assigned and portfolio masters can edit the portfolio details.
To update a portfolio
- Log in to the Agility Suite application.
- Navigate to Portfolios.
- To open a portfolio on the Portfolios workspace, click the required portfolio ID.
On the portfolio details page, click Edit, and perform any of the following actions:
Action
Description
Change the basic portfolio details
The portfolio manager assigned can update basic details of the portfolio:
- Summary
- Description
- Attachments
- IT Service
- Idea Review Threshold
- Visible in Digital Workplace
- Total Budget
Assign portfolio manager
By default, the Portfolio Manager is the portfolio manager who creates the portfolio but he/she can reassign the portfolio to another portfolio manager:
- Click the Associate button next to the 'project manager' field.
- A blade window is opened with a list of portfolio managers. Select the new portfolio manager and click Select.
- Click Save to apply the changes.
Header functions
Opening a portfolio, you can also view functions (bottoms) related to the portfolio in the header.
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. |
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. |
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.
The following table describes the portfolio tabs that you can view for your reference:
Portfolio tab | Purpose |
|---|---|
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 which 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 and indirectly (i.e via idea, demand, 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. For more information, see . |
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. |