Save and Share Strategic Portfolios

What's New?

Strategic Portfolios are now more collaborative and flexible. Customize, save and share portfolio views to streamline strategic objective management across your organization.

Key Features

• Save custom portfolio views with a single click
• Share with individual users, teams and/or the entire organization
• Strategic portfolio views can be accessed and searched in the roadmap index homepage

Best Practices

• Create targeted portfolios for different audiences based on teams, timeline and risk.
• Use clear, descriptive titles. Provide context for your stakeholders.
• Assign comprehensive team views. Keep your work streamlined and avoid duplication.

Availability

The ability to save strategic portfolios is available on Enterprise and Professional plans only. Editors can modify portfolio details and settings. Once shared, viewers can interact without making permanent changes.