Skip to content
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Define a portfolio

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:

    FieldDescription
    NameUnique name for the portfolio.
    Portfolio managerManager to whom the portfolio is assigned.
    DescriptionMore detailed description of the portfolio.

What to do next

Parent Topic:Portfolio SAFe

Related topics

Components installed with Portfolio SAFe

SAFe Board—Portfolio level