Creating a Portfolio

This task shows you how to create a portfolio. Product Managers can create and define attributes for new portfolios. Portfolios can be created from the Portfolios page.

Before you begin: Access the list of portfolios. For details, see Portfolios Page.
Related Topics
About Portfolios
Viewing Portfolio Properties
Editing Portfolio Properties

  1. From the page Actions menu, click Create.



  2. Enter details about the portfolio, including the following:

    Name. Type the name of the new portfolio or check Autoname to have the system assign a name automatically.

    Type. Click to select a portfolio subtype. This option is only available if your installation has defined subtypes for portfolios.

    Description. Type details that describe the portfolio.

    Owner. Click to assign an owner. By default, the person who creates a portfolio is its owner.

    Vault. Click to select a different vault to specify where the portfolio object will be stored in the database. This field is displayed only if more than one vault is available to you.

  3. Click Done.