This article covers the portfolio home page, creating and editing a portfolio, the tabs on a portfolio's page, sharing a portfolio, and deleting a portfolio.
Portfolio home
Select Portfolios in the left navigation. From top to bottom, the page shows:
Summary figures: Value created (and how many portfolios it comes from), Spend to date (with its share of budget), Value per $ spent (against its target) and Off plan (how many portfolios are off plan, and how many more are at risk).
Value & outcomes: value realized against spend for each portfolio, grouped as Efficient, Costly wins, Lagging and Off plan.
Cost vs. Budget: budget and actual spend by quarter, with Total actual, Total budget, Variance, Budget to date and Variance to date.
Costs by Type: spend by category each quarter (Staff, Contractors, Cloud & Compute, AI and Other), with Staff share, AI share and AI growth.
The portfolio list: each portfolio with its rank, planning horizon and spend (with its share of budget). Select a name to open it.
Select Filter to narrow the list by Status, Funding, Spend (Over budget, On budget, No spend) and Tags, or Add filter for more.
Create a portfolio
On the portfolio home page, select Create, then Portfolio:
Fill in the Create portfolio panel:
Field | What to enter |
Portfolio name | Required |
Priority (1–10) | 10 is the highest |
Planning horizon | The start and end dates the portfolio plans for. It's prefilled with the current fiscal year |
Status | Draft, Active, On hold, Completed or Cancelled. New portfolios start as Active |
Owner | The person accountable for the portfolio |
Space | Which Space the portfolio lives in. It controls who can see the portfolio and defaults to the organization root |
Description | What the portfolio is about |
Funding | Not set (default), Funded, Partially Funded, Pending Approval, Unfunded or Not Requested |
Confidence | No Rating (default), Low, Medium or High. |
Value created ($) | Enter a figure, or tick Auto-calculate from initiatives |
Strategic themes | Select Add to add short labels, such as customer-experience |
Linked OKRs | Select Add OKRs to link the WorkBoard goals this portfolio supports |
Click Create portfolio
The portfolio page
Select a portfolio to open it. The header has three icons at the top right: Review (start a project review, when your organization has Project Review templates), Share and Edit portfolio. The tabs you see depend on your role and on what your organization has switched on:
Tab | What's on it |
Overview | Outcomes (OKRs, key results or scorecards the portfolio drives), Headcount ramp, Cost vs. Budget, the portfolio's initiatives, and Dependencies. The side panels hold Strategic Risks, Decisions, Details, Attributes and Tags, and Comments, Files and History. |
Initiatives | Every initiative in this portfolio, with its status, target date, priority, funding and owner. Select Add initiative to create one here. |
Roadmaps | The roadmaps of this portfolio's initiatives. The tab appears once an initiative in the portfolio has a roadmap |
Financials | Budget, actuals and value rolled up from all the initiatives, in Overview, Financial Plan and Value views. You can add costs and value here and choose the initiative they belong to. See Initiative and Portfolio Financials |
Baseline | The portfolio's baseline |
Resources | Capacity across the initiatives |
Scenarios | Bo's plan scenarios for this portfolio, and Monte Carlo simulations. See Scenarios. |
Edit a portfolio and link related items
Open the portfolio and select the Edit portfolio (pencil) icon at the top right;
Change any field;
Link the items that deliver or support the portfolio under Teams, Users, Workstreams, Roadmaps, Scorecards, Jira projects, Jira teams and Azure DevOps projects;
Select Save.
Share a portfolio
Open the portfolio and select the Share icon at the top right. The Sharing & Permissions window opens.
Search for people, choose View or Edit, and select + Add. Or tick Share with everyone in your organization to let everyone with SPM access view it.
Select Done.
People you add get the same access to the portfolio's initiatives and everything under them. Scenarios aren't included. People with a role on the portfolio's Space can already see it; sharing only adds access.
Delete a portfolio
Open the portfolio and select Edit portfolio
Select the Delete (bin) icon at the top of the panel, and confirm.
FAQ
Can I create many portfolios at once?
Yes. Use Create → Create from ExcelWhy don't I see some tabs?
The tabs depend on your role and on what your organization has switched on.