Create a Portfolio

To create a new portfolio:

• Click + New Portfolio on the far right of the title bar.

• Select an HA project from the dropdown list.
• A suggested name will auto-fill based on the HA project. You can edit this or enter a custom portfolio name (required).
• Assign an alias (optional) to help with internal references.
• Choose the Primary Organization responsible for the project.

Once these fields are filled, you can proceed to create and track the portfolio.