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.

Overview Business Outcome The business outcome expected from the concept or idea defined in the product portfolio.
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 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.

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.

Others Product Portfolio Value (in million USD) Set the approximate value of the product portfolio in millions in US dollars. This field is optional.
Strategy

The business strategy of the product portfolio.

Product Portfolio Logo Upload a logo or drop an image file for a logo for the product portfolio.

 

Related Topics Link IconRecommended Topics What's next? Create or Edit Product