---
title: Creating/Editing the Portfolio
slug: pink/creatingediting-the-portfolio
description: Looking to effectively manage your service portfolio and catalog? Our document provides a comprehensive overview of the strategic process involved, from defining access permissions to creating and editing portfolios. Discover how to align your services wi
docTags:
createdAt: 2021-10-27T18:53:32.000Z
---
The **Service Portfolio and Catalog Management** 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.
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.
**Portfolio Management** is strategic as it manages services throughout their lifecycle in a [Pipeline](/en-us/citsmart-platform-9/processes/portfolio-and-catalog/use/pipeline.html), focusing on the value they deliver to the business area. This feature provides a variety of actions, such as **including, changing, and deleting a portfolio**.
## Before getting started
- [x] It is necessary to have defined the access permission to the functionalities of the Portfolio Management;
- [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 `Processes > Portfolio and Catalog Management > Portfolio`. If there are Portfolios previously created, the system will present them grouped by type;
2. Click on "**New Portfolio**";
3. In the **Main** tab, define the name of the portfolio and whether it will be "**Business**" or "**Technical**";
4. Enter the Portfolio data;
5. Complete the data according to the format to be defined.
6. Save the Portfolio
**Action for Edit or Registration**
| **Action** | **Description** |
| ----------------- | --------------------------------------------------------------------------------------------------------------------------------- |
| **New Portfolio** | Create new |
| **Edit** | Edit the portfolio |
| **Advance** | [](/en-us/citsmart-platform-9/processes/portfolio-and-catalog/use/register-a-service.html)Register/Edit Services to the Portfolio |
:::hint{type="success"}
✅ **Rule****: **The 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**"** and **"**Operational Level Agreement**" are linked to the **"Support**" type.
:::
## Portfolio Registration
Information for each guide:
| **Guides** | **Description** |
| ----------------------- | --------------------------------------------------------- |
| **Main** | Basic Information of the Portfolio. |
| **Presentation** | Visualization in the Smart Portal and Ticket Management. |
| **Multilanguage ** | Portfolio Translation to English, Spanish and Portuguese. |
### Main Tab
- Basic Information of the Portfolio.
| **Field** | **Description** |
| ----------------------- | --------------------------------------------------------------------------------------------------- |
| **Portfolio Name (\*)** | Name of the Portfolio |
| **Type (\*)** | Will be provided by the system, according to each type of Portfolio are showed (Business/Technical) |
| **Multilanguage** | Set if the Portfolio is Multilanguage (Yes/No) |
(\*) Indicate mandatory field
### Presentation Tab
- Configures Visualization in the Smart Portal and Ticket Management.
| **Field** | **Description** |
| -------------------------------- | ----------------------------------------------------------------- |
| **Available on the portal (\*)** | Indicate If the Portfolio is to be present at the Services Portal |
| **Available via chat (\*)** | Indicates if the Portfolio can have Chat attendance |
| **Name (\*)** | Name of the Portfolio to appear at the Portal |
| **Description** | Description of the Portfolio appearing at the Portal |
| **Select the Image Button** | Select an image to the Portfolio (or upload a new one) |
(\*) Indicate mandatory field
:::hint{type="info"}
**🖊 ****Note****: **At the "**Available via chat" **option, even if it is marked "**Yes**", to use the Chat it still has to be combined with Group Permission (to attend the Portfolio at the Chat)
:::
### Multilanguage Tab
- Service Translation to English, Spanish and Portuguese.
- This Tab will only appear if **"Multilanguage"** is set to "**Yes**" at the **Main Tab**.
**For each language, provide:**
- Portfolio Name
- Description
:::hint{type="success"}
**✅ ****Rule****: **If 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.