Try It!

While your organization 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

1. Ensure you have the appropriate portfolio or program open in Portfolio IQ.
   
   
2. Click the Decisions tab.
   
   
3. Click +New Decision.
   
   
4. 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.
   
   
5. Provide additional details in the remaining fields.
   
   
6. Click Save and Close.
   
   

Update decisions

1. Ensure you have the appropriate portfolio or program open in Portfolio IQ.
   
   
2. Click the Decisions tab.
   
   
3. Click on the Decision to be updated from the list.
   
   
4. Update any field, as required.
   
   
5. Click Save & Close.
   
   

Download Job Aid: Collaborating on portfolio and program support items

_{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.}