Create Product Portfolio - Additional Details

In the Additional Details screen of the newly created Product Portfolio, enter the following information under various tabs:

Note:

You can click Skip for now to skip adding this information. You can add the additional information at a later stage.

Section	Field	Description
Overview	Business Outcome	Specify the key outcomes or business benefits that the portfolio aims to achieve. These outcomes represent the tangible value or impact the portfolio delivers, such as revenue growth, cost reduction, customer satisfaction, or market expansion.
	Priority	Set the priority for the product portfolio from the following options: Low Medium High
	Owners	Add one or multiple owners for the product portfolio.
	Stakeholders (Optional)	Add stakeholders to the product portfolio.
Agile	This tab is visible if you have set the Agile Project key at the product portfolio level. See Agile Project Settings	Assign the appropriate project key of the configured agile tool. This field is optional. Configure Connection Details of Agile Planning Tools
Custom Fields	Custom Fields	Add any additional attributes that you may want to use for the product portfolio. For example, a tag to group multiple product portfolios together. See Custom Fields Settings.
Financials	Define the budgets	Define financial budgets for the previous year, current year, or future financial years. You can select the year and add the required details. See Financial Details in Product Portfolio.
Product Approval Workflow	Enable approval workflow for products under this product portfolio. See Product Approval Workflow	Use the toggle to enable or disable the approval workflow for products under this product portfolio. When enabled, all product approvals will follow the configured workflow. Note: This toggle is in disabled state if the Product Creation workflow is disabled under Platform Setup > Standards > Workflow Usage.
	Workflow Template	Displays the workflow template associated with this portfolio. The template defines the approval process for products. You can use the default template or edit it as required.
	Rework Limit	Displays the maximum number of rework attempts allowed in the approval process (if configured).
	Created By	Displays the name of the user who created the approval workflow template.
	Workflow Diagram	Visual representation of the approval process, showing sequential, parallel, or hybrid approval stages from start to end.
Others	Product Portfolio Value (in million USD) - (Optional)	Set the approximate value of the product portfolio in millions in US dollars. This field is optional.
	Strategy (Optional)	Specify the business or product strategy that the portfolio aligns with. This helps ensure that all initiatives within the portfolio contribute to the organization’s overarching strategic goals.
	Product Portfolio Logo (Optional)	Upload a logo or drop an image file for a logo for the product portfolio.

What's next? Create or Edit Product