---
title: Registering a Portfolio of Change
slug: citsmart-8-en/registering-a-portfolio-of-change
description: Learn how to streamline the creation of new changes by utilizing a powerful functionality to create a comprehensive portfolio. This document provides step-by-step instructions, including accessing the main menu, creating a new portfolio, completing essent
docTags: 
createdAt: 2022-01-19T22:21:42.000Z
---

This functionality is intended to <font color="#3b9f0f">**create a portfolio of changes**</font> **in order to speed up the creation of a new change by grouping them by specific criteria**.

## Procedure

1. Access the main menu `Processes >
    Change Management > Portfolio Change`;
2. Click on "**New portfolio**”;
3. Complete the necessary fields and add an image to represent the
   &#x20;portfolio, if it is necessary;
4. Select the portfolio you just created and click on "**Advance**";
5. Click on "**New model**" and complete the fields available, for example:
   &#x20;link the flow you want to the portfolio, select the executor group of
   &#x20;change, email notification, impact and urgency of changes, and others;
6. Define the status as "**Active**”;
7. Click on "**Save**".