Create a Product Portfolio

You can create a new Product Portfolio to define the concept, business outcome and other details. After creating a Product Portfolio you can associate products with it.

  1. Sign in to the Calibo Accelerate platform, and from the left navigation pane, click Product Portfolios.

  2. On the Product Portfolios screen, under My Product Portfolios tab, Click + New Product Portfolio.

  3. In the New Product Portfolio screen, enter the following details:
    4. Name

    Provide a name of the product portfolio.

    Public

    Use the toggle to define the visibility of the product portfolio.

    When the toggle is disabled, the product portfolio is private and only users with a tenant admin role can view it.

    When the toggle is enabled, the product portfolio is publicly available, and users with any role can view it.
    Description Provide information about the portfolio in terms of geographies or customer segments that the portfolio is created for.
    Product Portfolio Approval Workflow Template This field is visible only when the Product Portfolio Creation workflow is enabled through Platform Setup > Standards > Workflow Usage. A default workflow template is automatically applied to a product portfolio when it is created. You can retain the default one or select a different one from the dropdown list, as required.

  4. Click Create. Your product portfolio is created successfully and you are redirected to the Additional Details screen.

  5. On the Additional Details screen, you can do one of the following:

    1. Provide all other information that is necessary for the product portfolio. See Create Product Portfolio - Additional Details

    2. Click Skip for now to add additional details later.

  6. Click Save. Your product portfolio details are saved successfully.

Once you have created a product portfolio, you can add products, releases, features, and phases to it.

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What's next? Create Product Portfolio - Additional Details