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Create a Portfolio

A Portfolio is a line of business. Once an organization is registered with Prakya a default portfolio is created.

  1. In order to add a new portfolio, the billing plan must be upgraded to a GROWTH plan. The selected billing plan can be found by navigating to the Billing tab under Admin -> Organization

  2. Navigate to the Portfolio tab under Admin -> Organization and then click on New Portfolio. Provide the necessary details and the visibility of this new portfolio. This new portfolio can be chosen to create new Epics, Features etc.

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