Administering portfolios

As a portfolio administrator, you can assign users and groups permission to administer, edit, create, and/or view portfolios.

This feature is only available in the Enterprise plan.

A portfolio is a set of projects within an enterprise that enables an aggregate view of its state through various lenses, including releasability, security, reliability, and maintainability.

Before you can view the Enterprise-level reports, your organization must be added to an enterprise. For more information, see Managing your enterprise.

Permissions

As an administrator of a portfolio, you can assign users and groups permission to administer, edit, create and view portfolios.

Create Portfolios permission

You will find the Create Portfolios permission on the Enterprise permissions page.

Navigate to the Enterprise permissions page to assign the Create Portfolios permission.

  1. Go to My Portfolios in the top navigation and select your enterprise from the drop-down menu.

  2. Click on Administration > Enterprise Permissions.

  3. Use the toggle switch to add Create Portfolios permission for the enterprise Admins and Creators.

Administer, edit and view permissions

Once a portfolio is created, you can assign Administer, Edit and View permissions to selected users and groups.

  • View: Users can view the portfolio’s Overview, Portfolio Breakdown, and Measures tabs. On the Portfolio Breakdown page, users can only view the projects they have access to (Browse permission).

  • Edit: Users can change the portfolio definition (add or remove projects) and delete a portfolio. However, they can only add or remove projects they have access to (Browse permission).

  • Administer: Users can change the portfolio’s permissions.

Each member can be granted Administrator, Edit, or View permissions on the Portfolio Permissions page.

  1. Go to My Portfolios in the top navigation and select your enterprise from the drop-down menu.

  2. Select the portfolio you want to add the permissions to from the Portfolios home page

  3. Go to Settings > Permissions

  4. Assign users and groups the Administer, Edit, and View permissions or click Apply Permission Template. The Filters sidebar allows you to find users by Type, Role, and Organization.

Permission templates

A permission template defines the portfolio-related permissions granted to groups and members of your enterprise. Enterprise admins can define several permission templates in your organization including a default template. Using permission templates allows you to:

  • Grant or revoke different sets of permissions to users or groups.

  • Set a default template for new portfolios.

Creating permission templates

It is possible to create Portfolio Permissions templates that can be assigned to users.

To create a new permission template:

  1. Go to My Portfolios in the top navigation and select your enterprise from the drop-down menu.

  2. Select Administration > Portfolio Permission Templates.

  3. Click on Create new template at the top right of the page.

  4. Enter the Template Name and Description in the modal.

  5. Assign users and groups the Administer, Edit, and View permissions. The Filters sidebar allows you to find users by Type, Role, and Organization.

Editing permission templates

Select the three-dots to manage and edit an individual Portfolio Permissions template.

To edit an existing permission template:

  1. Go to My Portfolios in the top navigation and select your enterprise from the drop-down menu.

  2. Select Administration > Portfolio Permission Templates.

  3. From your permission template’s Actions menu you can set the template as default for new portfolios, edit permissions, update name and description or delete the template.

If you update a portfolio permission template, the changes are not reflected in any previously created or updated portfolios using that template.

Related pages

PreviousOnboarding a new organizationNextViewing the enterprise reports

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