Overview: Creating portfolios and programs (03:49)

Welcome to the Creating portfolios and programs section. Here are the core actions for creating a portfolios and programs in Portfolio IQ:

  1. Document charter and business case
  2. Capture key dates
  3. Identify stakeholders
  4. Add related programs/projects

Download Job Aid: Creating portfolios and program


Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates.

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