--- title: Registering a Portfolio of Change slug: en/registering-a-portfolio-of-change description: Learn how to use a powerful functionality to create and organize portfolios of changes with this document. Discover step-by-step instructions for accessing and utilizing this feature, including importing template data, creating models, linking contracts, docTags: createdAt: 2021-10-27T19:30:34.000Z --- This functionality is intended to **create a portfolio of changes** **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 fields available: | **Field** | **Description** | | --------------- | -------------------------------------------- | | **Name (\*)** | Name of portfolio change | | **Description** | Description of portfolio change | | **Icon** | Set an image to represent a portfolio change | 4\. Click on "**Save**". ### Change Portfolio 5\. Select "**Advanced**" to open portfolio preferences; ### Import deprecated template data 6\. Click in "**Import deprecated template data**" to import an existing template, select the template, and edit if necessary; 7\. Click on "**Save**" to add the import template to your portfolio; ### New Model 8\. Select the "**New Model**" option to create a new (template); 9\. Complete the fields available: | **Field** | **Description** | | ------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- | | **Icon** | Set an image to represent a portfolio change | | **Name (\*)** | Name of portfolio change | | **Description** | Description of portfolio change | | **Flow (\*)** | Set a flow in the portfolio change | | **Executor Group (\*)** | set an executor group in the portfolio change | | **Calendar (\*)** | Set a Calendar in the portfolio change | | **Email Creation (\*)** | Set an E-mail Creation in the portfolio change | | **Email Completion (\*)** | Set an E-mail Completion in the portfolio change | | **Email Actions (\*)** | Set an E-mail Actions in the portfolio change | | **Impact (\*)** | Set an Impact in the portfolio change | | **Urgency (\*)** | Set an Urgency in the portfolio change | | **Type of Impact and Risk Analysis (\*)** | Select the impact and risk to change | | **Type (\*)** | Select the type of change between "**Normal**", "**Emergency**", "**Standart**" | | **Category** | Select the category to portfolio change | | **Agile Analysis of risk** | Risk analysis is used within the availability process to identify risks and availability | | **Creation Template** | In this field, the templates linked to the change and which are applicable when creating the change will be presented | | **Tracking Template** | In this field, the templates linked to the change and which are applicable to the moment of the execution of the change will be presented | | **Assessment of the quality of the change** | Select the quality of the change to portfolio change | | **Status** | Set the status between "**New**", "**Active**" and "**Retired**" | :::hint{type="info"} 🖊 **Note****: Attention with type between:** - **Normal:** it is a change that follows a normal flow of evaluation, approval, and authorization; - **Emergency:** it is a change in a service that pretends to emergency repair an error in the IT service; - **Standart: **it is a change that is previously pre-approved by the Change Management and already has accepted and established procedures. ::: :::hint{type="info"} 🖊 **Note****:** **Attention with the Templates:** - It is necessary to have a registered Change Template informing if it is linked to a Neuro form. - The change form must be linked to a Template; - After registering, it is necessary to inform if the template is applicable to the ticket, the change, or both; - The changed template can only be of the **Neuro **type; - **Related Knowledge: **Register a Ticket/Change Template ::: ### Contract To link a contract select "**Link Contract**" and search a contract with a filter; ### Change To register the change, complete the fields: | **Field** | **Description** | | ----------------------------------------- | ------------------------------------------------------------------ | | **Change Title** | Define a title for the change | | **Change description** | Describe the change | | **Effect of not implementing the change** | **Describe the possible effects if the change is not implemented** | ### **Planning** To plan the change use **the features**: | **Tabs** | **Description** | | ------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Activities** | Create a Workspace or link an existing one | | **Date** | Date for planning the change: In the "**Expected start date**" field, the start date of the planning must be indicated. In the "**Expected end date**" field, the end date of the planning must be indicated. After indicating the start date and end date, you can check the conflicts by clicking on "**View conflicts**". Approval: "**Acceptance date**" must be given a date to be accepted, "**Voting**" must be given the date for voting, "**Conclusion date**" must be given a date for completion | | **Actions** | Add an action for the change | | **System Notifications** | Set up a system notification to inform you of the change | | **Documents** | Link knowledge to change | | **Attachments** | Insert attachments to change | | **Annotations** | Add relevant notations for change | ### Reversion Plan To plan the change reversal use the features: | **Tabs** | **Description** | | ------------------------ | ---------------------------------------------------------------------- | | **Activities** | Create a Workspace or link an existing one | | **Actions** | Add an action for the change | | **System Notifications** | Set up a system notification to inform you of the change rollback plan | | **Documents** | Link knowledge to the reversal plan | | **Attachments** | Insert attachments to the reversal plan | | **Annotations** | Add relevant notations to the reversal plan | 10\. Click on "**Save**".