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:
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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. |
Assign the appropriate project key of the configured agile tool. |
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. |
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. |
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. |
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Product Portfolio Logo | Upload a logo or drop an image file for a logo for the product portfolio. |
What's next? Create or Edit Product |