Adding a Portfolio
- Accessing Portfolio Options
- Must be an administrator or portfolio owner
- Click on the "Add" button on the portfolio's page
- Specifying Portfolio Details
- Enter the portfolio name (e.g., Wednesday portfolio)
- Set the status as active, inactive, or hidden (choose active)
- Select owner, contributor, and viewer roles (e.g., self as owner)
- Adding Initiatives to the Portfolio
- Choose initiatives to add to the portfolio (e.g., Thursday afternoon initiative, Wednesday sunrise initiative)
- Click "Save"
- Notification Option
- System may offer to notify the user via email
- Choose whether to notify (e.g., click "No" if self is the administrator)
- Confirmation and Stakeholder Count
- Portfolio added in alphabetical order at the bottom
- View total stakeholders (e.g., 989 stakeholders)
- Integration with Initiatives
- Portfolio now appears in the dropdown menu when adding new initiatives
- Can select the Wednesday portfolio to add initiatives to it
- Future Management
- Manage and monitor initiatives within the newly added portfolio
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