Try It!
While your organisation may not require the use of decisions, you can create a decision at any time to record a fact that is significant to the portfolio or the program.
We recommend creating decisions anytime you feel that a record is required to help remind people of the decision made in the past, and more importantly, why the decision was made.
To track program or portfolio decisions:
Create new decision
- Ensure you have the appropriate portfolio or program open in Portfolios.
- Click the Decisions tab.
- Click +New Decision.
- Fill in the Name field.
Important: It is mandatory and it should be clear and concise to help users identify the decision in screens, reports, and dashboards. - Provide additional details in the remaining fields.
- Click Save and Close.
Update decisions
- Ensure you have the appropriate portfolio or program open in Portfolios.
- Click the Decisions tab.
- Click on the Decision to be updated from the list.
- Update any field, as required.
- Click Save & Close.
Download Job Aid: Collaborating on portfolio and program support items