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How to Create or Update a Portfolio with Direct Mode

This article provides step-by-step guidance on how to create and update a Portfolio in AIZOPlan using Direct Mode. You'll learn how to define core portfolio details, assign ownership, and ensure alignment with strategic priorities. Ideal for users who prefer hands-on control over portfolio setup and management.

Overview

Portfolios help structure your strategic initiatives by grouping related programs and projects under a shared vision.

In AIZOPlan, you can create a Portfolio Backlog in three ways:

This guide walks you through how to Create and Update a Portfolio Manually using Direct Mode, ensuring continuous alignment with your strategic goals and execution priorities.

:épingle:  Create a Portfolio

You can create a new Strategic Portfolio directly using Direct Mode in the Portfolio Studio. This allows you to define high-level initiatives and structure them according to business strategy.

1. Access Portfolio Studio

Option 1: From the main menu, navigate to  Portfolio > Develop > Portfolio Studio

Option 2: Open the Portfolio Studio directly from the Portfolio Office.


2. Start Development

Click on Start your Portfolio Backlog and confirm to begin your Portfolio setup.

3. Define Portfolio Details

Click Add and choose Direct Mode.

In the Develop Portfolio dialog box, fill in the following:

  • Title: Provide a clear and concise name for the portfolio.

  • Description: Describe the portfolio’s purpose, scope, and strategic relevance .

  • Type: Select a category (Strategic Initiative, Strategic Capability, Solution).

  • Size: Choose the appropriate size. Click the info icon (i) for guidance.

  • Dates: Set estimated start and end dates.

  • Estimated Budget: Indicate the projected budget range.

  • Owner: Assign a Portfolio Owner responsible for execution and oversight 

Click Validate to save your portfolio.

4. Refine Your Portfolio:

To further define your portfolio:

  • In the Project Backlog, locate your portfolio and click Edit.
  • Complete the following fields:

🔗 Strategic Alignment

    • Strategic Goals: Link the portfolio to strategic goals.
      Assign a percentage of contribution for each goal (must total 100%).

📊 Additional Attributes

    • Impact: Define the expected impact (Very Low to Very High).
    • Priority: Set the priority level (Low, Medium, High).
    • Complexity: Indicate complexity level (Very Low to Very High).
    • Budget: Update or confirm the estimated budget.

📋 SAFe Portfolio Canvas (Optionnal)

If you’re applying the SAFe Portfolio Canvas framework, complete the following fields:

    • Value Stream: Build the systems and capabilities that enable business process in an operational value stream.
    • Solutions: Each Development Stream builds multiple products, solutions, services and systems that are used in operational value stream.
    • Customers: Identifies both internal and external customers for each development value stream.
    • Channels: Describe the way the products and services are delivered to customers. For example, Sales through web portal, sales through brick-and-mortar store, direct sales.
    • Customer Relationship: Type of relationship that is essential with customers to apply and leverage products and services of business.
    • Key Partner : All the partners like buyers, sellers, business alliances are identified, listed.
    • Key Activities : All the important actions that the Portfolio executes to deliver value.
    • Key ressource : Critical resources connected to physical, financial, intellectual and human.
    • Business justification: Revenue streams and Cost structure.

💡 Tip: AIZO can assist in developing SAFe Portfolio Canvas elements using AI-based insights.

✏️  Update a Portfolio

You can update an existing Portfolio at any time to reflect strategic changes, new financial inputs, or project alignment.

Step 1: Access Portfolio Office

  • From the main menu, go to Portfolio > Portfolio Office
  • Locate the Portfolio you wish to update in Portfolio Backlog.
  • Click Edit to open the Portfolio details.

Step 2: Make Key Updates

You can modify the following fields:

  • Title or Description: Refine for clarity or scope changes

  • Dates: Adjust start/end dates as plans evolve

  • Owner: Reassign based on governance updates

  • Priority: Reflect shifting strategic importance

  • Budget: Modify based on revised planning or approvals

  • Strategic Objectives: Link or unlink goals for alignment

  • Associated Programs or Projects: Add or remove as needed

Click Validate  to confirm and save your changes.

You can also Update SAFe Portfolio Canvas details if needed to edit or add any other strategic components to reflect the latest business context.

🔁 Ongoing Management

Regularly reviewing and updating your Portfolios ensures that your strategic plans remain responsive to change. Use related tools like:

✅ Summary

Creating and updating Portfolios in AIZOPlan ensures that your organization stays strategically focused and operationally agile. By managing both structure and funding in alignment with Lean Portfolio Management principles, you can continuously prioritize the highest-value initiatives and optimize your portfolio's impact.