View Product Portfolio Details

The Product Portfolio screen provides detailed information about the product portfolio and the products associated with it. It consists of the following two tabs:

  • Details - This tab shows information related to the selected product portfolio.

    Field Description

    Product Portfolio Name

    Displays the name of the product portfolio.
    Created on and Created by Displays the date the product portfolio was created and the user who created it.

    Priority

    Indicates the strategic importance of the portfolio. Priority helps teams determine which portfolios should receive focus, resources, and execution preference when managing multiple initiatives. Values: Low, Medium, or High.
    Product Portfolio Value (in million US dollars) Displays the estimated financial value of the portfolio in US dollars (millions).
    Description Displays the portfolio description defined at the time of creation.
    Agile Tool Project Key

    Displays the project key linked to the configured Agile tool for this product portfolio.

    Note:

    This field is not available if the Agile Project key has not been set at the product portfolio level.

    See Agile Project Settings.
    Business Outcome Displays the business outcomes specified during portfolio creation. This is visible only if provided.
    Strategy Displays the strategy specified during portfolio creation. Visible only if provided.
    Owners & Stakeholders Displays users assigned as owners and stakeholders. The portfolio creator is assigned as the owner by default.
    Custom Fields Displays any additional fields configured for the portfolio. Custom fields may be optional or required based on system configuration. See Custom Fields Settings

  • Products - This tab shows a list of products that are associated with the product portfolio.

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What's next?Create a Product