Managing portfolios

Portfolios are available in the Enterprise plan.

Portfolios home page

The portfolio 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 portfolio's projects' quality gates. Each portfolio home page offers an aggregate view of the releasability status of all projects in the portfolio.

Releasability rating

The releasability rating is the ratio of projects in the portfolio that have a passed quality gate:

A: > 80%
B: > 60%
C: > 40%
D: > 20%
E: <= 20%

Reliability, security vulnerabilities, security review, and maintainability ratings

The reliability, security vulnerabilities, security review, and maintainability ratings for a portfolio are calculated as the average of the ratings for all projects included in the portfolio.

SonarCloud converts each project's letter rating to a number (see conversion table below), calculates an average number for the projects in the portfolio, and converts that average to a letter rating. Averages ending with .5 are rounded up, resulting in the "lower" of the two possible ratings, so an average of 2.5 would be rounded up to 3 and result in a "C" rating).

This gives a "problem density" measure for your portfolio's four axes: reliability, security vulnerabilities, security review, and maintainability.

Rating conversion:

E: 5
D: 4
C: 3
B: 2
A: 1

Permissions

Creating portfolios

Users with the Create Portfolios permission can create portfolios by clicking the Create Portfolio button in the upper-right corner of the My Portfolios homepage or at the Enterprise level in the Portfolios view.

Create Portfolios permission – This permission can be granted to users at the enterprise level at Administration > Permissions.

Editing portfolios

On the homepage for a specific portfolio, users with the Edit Portfolios permission can edit the portfolio by clicking on Settings.  

• Settings > Portfolio Definition – You can edit the name, description, and projects for the portfolio.
• Settings > Permissions –  You can change which users can administer, edit or view portfolios.
• Settings > Delete Portfolio – You can delete this portfolio.

Viewing portfolios

Users with the View Portfolios permission can view portfolios. 

To update the permissions for a portfolio, navigate to the portfolio you want to edit and select Settings > Permissions. This page lists all the users and groups in your enterprise and allows you to toggle permissions for each individual or group. 

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

Enterprise admins can create portfolio permission templates under Administration > Portfolio Permission Templates by clicking the Create new template button in the upper-right corner of the Portfolio permission templates page.

Editing permission templates

On the homepage for portfolio templates, click on the actions menu to:

• edit a permission template
• set a permission template as the default
• edit the name or the description of a template

Viewing permission templates

Enterprise and portfolio admins can view the available permission templates on the homepage for portfolio templates. 

To update the permissions for a portfolio permission template, navigate to the template you want to edit. This page lists all the users and groups in your enterprise and allows you to toggle permissions for each individual or group. 

Populating portfolios

After you've created a portfolio, you can populate it with projects.

To add projects to a portfolio, navigate to the portfolio you want to add a project to. Select Settings > Portfolio Definition. This allows you to manually add any project you have view access to. 

By default, adding a project to a portfolio shows the analysis of the project's main branch. 

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 other ratings are calculated, see Metric definitions.