Identify portfolio/program stakeholders (02:50)

Try It!

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 in Portfolio IQ.

  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


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.

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