Try It!

This lesson focuses on specific administrative functions that a Portfolio or Program manager may need to complete that does not fit into the typical work you will complete in Portfolio IQ. It covers setting the status, changing, and deleting support item associations, and deleting portfolios and programs.


It should be noted that deleting portfolios and programs does not delete the support items, which is why it is important to change or delete them before deleting the portfolio/program.



To manage the portfolio or program record:

Change the portfolio/program status

1. Open the Portfolio or Program.
   
   
2. Select the drop-down arrow to open the header.
   
   
3. Select the drop-down for the status and select the new status.
   
   

Manage support item associations

1. For each support item (issue, risk, change request, etc.) you wish to change open the item in Sensei IQ and then click the Header drop down to open the header.
   
   
   Tip: A support item can be associated with at most a single project, program, or portfolio.
   
   
2. Click X to remove the current association.
   
   
3. Click the search icon to find the new project, program, or portfolio for the current item.
   
   
4. Type the new portfolio, program, or project name, ensuring that the name is consistent with organizational standards and select the new association from the list.
   
   
5. To delete a support item, open it in Sensei IQ and click Delete in the ribbon.
   
   

Deleting a portfolio/program

1. Select the project from the Portfolio (or Program) list and click Delete from the ribbon.
   
   
2. Or open the project in Portfolio IQ and select Delete from the ribbon.
   
   
   Important: This action can only be performed by a system administrator and cannot be undone. It will delete the portfolio or program record but unlike when a project record is deleted, all associated support items (issues, risks, change requests, etc.) will remain in Sensei IQ can still be accessed from Work IQ.
   
   

Download Job Aid: Portfolio/Program Administration

_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}