---
title: Creating and Editing the Portfolio
slug: citsmart-8-en/creating-and-editing-the-portfolio
description: This document explores the vital concept of Service Portfolio and Catalog Management, emphasizing the importance of organizing services based on their business value. Learn how to access and create a new portfolio in the system and establish rules for lin
docTags: 
createdAt: 2022-01-19T21:40:22.000Z
---

The <font color="#3b9f0f">**Service Portfolio and Catalog Management**</font> consider coactive services in terms of the business value provided by them and this ensures that the correct composition of services meets the expected results of the business at an appropriate level of investment.&#x20;

The **Portfolio is a complete set of services that will be delivered**, grouped by criteria such as size, discipline, or strategic value. Thus, all services delivered by the company can and should be part of the Portfolio.&#x20;

**Portfolio Management** is strategic as it manages services throughout their lifecycle, focusing on the value they deliver to the business area. This feature provides a variety of actions, such as <font color="#3b9f0f">**including, changing, and deleting a portfolio**</font>.

## Before getting started

- [x] It is necessary to have defined the access permission to the functionalities of the Portfolio Management;&#x20;
- [x] Also, the portfolio allows the linkage with searches that need to be registered previously;
- [x] Set the **parameter 293** to "**YES**" to enable access permission for user groups in the Portal.

## Procedure

1. Access the Service Portfolio Management functionality through the main menu
   &#x20;`Processes > Portfolio and Catalog Management > Portfolio`;
2. Click on "**New Portfolio**";
3. Define if the portfolio is "**Business**" or "**Technical**";
4. Enter the Portfolio data;
5. Complete the data according to the format to be defined.

:::hint{type="success"}
✅ <u>**Rule**</u>**:&#x20;**&#x54;he choice of **Business/Technical** type must be in line with the type of contract to be linked to the portfolio, only contracts of the type "**Contract**" are linked to the type "**Business**" and only contracts of the type "**Technical Contract**"**&#x20;and&#x20;**"**Operational Level Agreement**" are linked to the **"Support**" type.
:::

:::hint{type="success"}
**✅&#x20;**<u>**Rule**</u>**:&#x20;**&#x49;f one of the 3 languages on the "**Multi-languages**" tab is left blank, the information will be filled out with the information contained in the "**Presentation**".
:::

## What to do next

Go to the home page and check the created portfolio.