Define a portfolio

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • From SAFe, define a portfolio which is a group of ARTs working towards a single solution.

    Before you begin

    Role required: sn_portfolio_safe.safe_portfolio_user

    Procedure

    1. Navigate to All > Scaled Agile Framework (SAFe) > Portfolios.
    2. Click New.
    3. In the form, fill in the fields:
      Table 1. Portfolio form
      Field Description
      Name Unique name for the portfolio.
      Portfolio manager Manager to whom the portfolio is assigned.
      Description More detailed description of the portfolio.

    What to do next