Portfolio and Project Setup¶

The Portfolio module is the entry point for organizing programs, projects, phases, and delivery organizations.

What You Can Do¶

• Create and manage programs.
• Create and manage projects.
• Select active program and project context.
• Toggle project status.
• Maintain phases and delivery organizations.

Typical Workflow¶

1. Create or select a program.
2. Create a project under that program.
3. Select the active project for session-scoped work.
4. Configure phases and delivery organizations.
5. Confirm users have the correct access for the selected project.

Key Pages¶

• Programs list, create, update, delete.
• Projects list, detail, create, update, status toggle, project selection.
• Phases list and CRUD.
• Delivery organizations list and CRUD.

Practical Tips¶

• Keep project naming consistent with release and baseline naming.
• Verify active project selection before bulk imports in other modules.
• Use delivery organizations early if interface and scope ownership will be tracked.