Managing portfolios

Portfolios home page is the central place for managers and tech leads to monitor the releasability of the projects under their supervision. Releasability is based on the projects' quality gates included in your portfolio. Each portfolio home page offers an aggregate view of the releasability status of all projects in the portfolio. See the Viewing portfolios article for more information.

Permissions

To manage a portfolio, you will need at least Edit permissions granted by the portfolio’s administrator. See the Administering portfolios article for details.

Creating a portfolio

You can create a portfolio if you have the Create Portfolio permission enabled.

1. Click My Portfolios in the top navigation bar and select the enterprise to which you want to add a new portfolio. 
2. Click Create portfolio on the Portfolios home page to start the portfolio creation wizard.

You can also create a portfolio by clicking the ‘+’ sign at the top right of the page.

The wizard takes you through 4 steps of the portfolio creation process and the system automatically saves the information you have entered when you go to the next step. You can find the draft portfolios on the Portfolios home page and resume the process in case you get interrupted.

The portfolio creation process consists of the following steps:

1. Add details: Choose the enterprise where the portfolio will reside if you have permission to more than one enterprise. Then, enter the portfolio name and description.
2. Add projects: From a list of organizations and projects to which you have permissions, select projects to include in the portfolio. 
3. Set permissions: Add portfolio Administer, Edit, and View permissions to specific groups and users or apply a permission template.
4. Review: Take a final look at all the portfolio details and click Complete to finalize the process.

Once the portfolio is created, it will be populated with ratings for Releasability, Security, Reliability, Maintainability, and Security Review.

Editing a portfolio

With the Edit permission on a portfolio, you can add and remove projects from it. Note that you don't add a project, but a long-lived branch of a project. Currently, you can only add a single branch per project.

Proceed as follows:

1. In the top navigation bar, go to My Portfolios and select your enterprise from the drop-down menu. 
2. On the Portfolios home page, select the portfolio you want to edit.
3. Go to Settings > Portfolio Definition.
4. Select Edit selection.
5. From a list of organizations and projects to which you have permissions, select projects to include or exclude from the portfolio. Alternatively, use the search field to find projects by name.
6. If the selected project contains several long-lived branches, select the branch to be added. By default, the main branch is selected. 
7. Click Save.

Deleting a portfolio

With the Edit permission on a portfolio, you can remove it from the system.

1. In the top navigation bar, go to My Portfolios and select your enterprise from the drop-down menu. 
2. Select the portfolio you want to remove.
3. Go to Settings > Delete portfolio.

Portfolio recomputation

The following events will trigger the recalculation of a portfolio:

• When a project within the portfolio has a new analysis.
• If a project is removed from an organization within the enterprise.
• When an organization is removed from the enterprise.

For information on how ratings are calculated, see Understanding measures and metrics article.

Related pages

• Getting started with Enterprise
• Viewing portfolios
• Administering portfolios