Managing portfolios

A portfolio is the strategic top of your delivery hierarchy. Use one per major business initiative (typically annual).

Create a portfolio

1. Portfolios in the sidebar → + New portfolio
2. Fill in:
   • Name — short and meaningful ("Digital Transformation 2026")
   • Description — what success looks like
   • Owner — the executive sponsor
   • Planned dates — start and end
3. Click Create

What you see on a portfolio page

• RAG rollup — green/amber/red counts across the portfolio's programmes and projects
• Programmes list — every programme attached
• Financials — total budget vs actual across the portfolio
• Milestone summary — upcoming + at-risk

Adding programmes to a portfolio

From the portfolio detail page → + Add programme, or create the programme separately and pick this portfolio from the parent dropdown.

Editing a portfolio

Click into the portfolio → Edit (top-right). All fields editable except id. Changes save immediately.

Archiving / deleting

Soft delete: portfolios are marked deleted, not removed. They're hidden from the list but recoverable for 90 days. Contact support if you need a hard delete (GDPR).

Tips

• Don't create too many. 3-5 portfolios is healthy. 20+ means you're using them for grouping, not strategy.
• Match your reporting line. If your CFO has 4 capital programmes, you probably want 4 portfolios.