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 product portfolio.

Field	Description
Product Portfolio Name	Provide a name for the product portfolio.
Created on and Created by	Enter the date on which the product portfolio is created and the name of the user who created it.
Priority	Specify the strategic importance of the portfolio. The priority helps teams identify which portfolios should receive focus, resources, and execution preference when multiple initiatives are being managed simultaneously. Select from Low, Medium, and High.
Product Portfolio Value (in million US dollars)	The value of the portfolio in US million dollars.
Description	Provide a brief overview of the product portfolio. The description should highlight the portfolio’s purpose, the products or initiatives it includes, and its alignment with the key business objectives of the organization.
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.
Strategy	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.
Owners & Stakeholders	Specify the owners and stakeholders added to the portfolio. By default, the user who creates the portfolio is the owner.
Custom Fields	Add any custom fields required for the portfolio. You can specify whether they are mandatory or not. See Custom Fields Settings

Products - this shows a list of products that are associated with the product portfolio.