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Altus Technical Docs
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Altus Technical Docs
Important Notes
Help Centre
Basics
Strategy
Portfolios
Setting up a portfolios and programs
Define a new portfolio and programCapture portfolio and program key datesIdentify portfolio and program stakeholdersAssociate related programs and projects to a portfolio
Collaborating on portfolio and program documents and support items
Tracking portfolio-program status and reporting
Portfolio administration
Setting up and maintaining ideas for innovation
Setting up and maintaining challenges for innovation
Projects

Identify portfolio and program stakeholders

While identifying stakeholders is optional, we recommend that you work with the sponsor to identify all the key stakeholders for the portfolio or program and their communications requirements to ensure effective stakeholder management.

To identify stakeholders:

  1. Ensure you have the appropriate portfolio (or program) open. 
     
  2. Click the Stakeholders tab.
     
  3. Click +New Stakeholder.
     
  4. Complete the New Stakeholder form.
     
  5. Click Save & Close to finish.
     

Download Job Aid: Creating portfolios and program

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