Portfolio Management

Last modified: April 24, 2024

1 Introduction

The Portfolio Management tool is available to all Mendix customers. It enables staying informed about initiatives and managing them in the different development stages. It provides portfolio managers, business stakeholders, and developers with everything they need to collaborate effectively in one place and bring new initiatives to the Mendix Platform. To start the Portfolio Management app, go to the Developer Portal, open the Global Navigation menu ( ), and select Portfolio.

2 Portfolio Landscape Overview

When you start the Portfolio Management app for the first time, an introduction page opens. The introduction page describes the new features and gives helpful information. You can click Get Started to open the Portfolio Landscape Overview page. After that, when you start the Portfolio Management app, the Portfolio Landscape Overview page directly opens. You can click Learn more about Portfolio Management to go back to the introduction page.

2.1 My Portfolios vs Company Portfolios

The Portfolio Landscape Overview page contains two sections: My Portfolios and Company Portfolios. A section only appears if there is at least one portfolio card in that section.

portfolio-landscape-overview

  • My Portfolios – This section shows all the portfolios where you are a portfolio member. Clicking a portfolio card opens the portfolio.

  • Company Portfolios – This section shows all the restricted and open portfolios in your company, for which you are not a portfolio member.

    • Restricted portfolios – Clicking the portfolio card shows more details about the restricted portfolio. To join a restricted portfolio, click Request to Join on the portfolio card. A Portfolio Manager needs to approve this access request.
    • Open portfolios – You can directly access the open portfolio by clicking the portfolio card. You will have the same access rights as the Viewer of the portfolio. To join an open portfolio, click Request to Join on the lower-left corner after opening the portfolio. A Portfolio Manager needs to approve this access request.

2.2 Portfolio Cards

On the Portfolio Landscape Overview page, each portfolio is presented in a card. On a portfolio card, you can see the name of the portfolio, the company to which it belongs, the privacy settings, and the avatars of Portfolio Managers (up to avatars of four Portfolio Managers).

2.2.1 Different Privacy Settings of a Portfolio

Currently, the privacy settings of a portfolio can be private, restricted, or open. The table below shows their differences:

Portfolio type Visible in the Company Portfolios section? How to access the portfolio?
Private A Portfolio Manager can add users to the portfolio.
Restricted
Open
  • All company members can access an open portfolio without being a portfolio member. They have the same access rights as the Viewer of the portfolio.
  • A Portfolio Manager can add users to the portfolio.
  • Users can also request to join by clicking Request to Join on the lower-left corner after opening the portfolio. A Portfolio Manager needs to approve this access request.

A Portfolio Manager can change the Privacy Settings on the Portfolio Settings page.

2.3 Opening a Portfolio

When you click a portfolio card to which you have access, the portfolio opens with a menu on the left side.

Clicking a menu item opens the corresponding page:

2.4 Creating a New Portfolio

On the Portfolio Landscape Overview page, you can create a new portfolio as follows:

  1. On the upper-right corner of the page, click Create Portfolio. The New Portfolio dialog box opens.

  2. Enter Portfolio Name and Description for the new portfolio.

  3. For Privacy Settings, select Private, Restricted, or Open. For details on privacy settings, see the Different Privacy Settings of a Portfolio section, above.

  4. For Prioritization Model, select WSJF Prioritization or RICE Prioritization.

  5. From the Currency drop-down list, select the default currency for this portfolio.

  6. Click Create.

The portfolio is created. You are the first Portfolio Manager of this portfolio. You can start inviting other people to the portfolio.

3 Initiatives Overview

In the Portfolio Management app, the term “Initiative” represents a business objective or strategic goal, and could span across multiple apps. An initiative can be related to multiple apps or just one small part of a big app. For progress tracking, Mendix recommends breaking down an app into smaller initiatives whenever possible.

The Initiatives Overview page gives an overview of all the initiatives in this portfolio.

In the search box on the top, you can search for an initiative by the initiative name.

On the upper-right corner, you can use the drop-down list to change the view. Clicking Filters enables you to filter initiatives and the filters remain applied when you change to a new view. You can export and import Initiatives by clicking the icon, and create a new initiative by clicking the Create Initiative button.

3.1 Creating a New Initiative

To create a new initiative and add details to it, do as follows:

  1. Create the initiative.
  2. Add general information.
  3. Link Epics to an initiative.
  4. Add planning information.
  5. Add prioritization information.
  6. Add estimated value.
  7. Add comments.
  8. Save initiative details.

3.1.1 Creating the Initiative

To create a new initiative, follow these steps:

  1. Go to the Initiatives Overview page.
  2. Click Create Initiative.
  3. Enter the Initiative Name and the Stage in which the initiative is.
  4. Click Create Initiative. The initiative is created and appears on the Initiatives Overview page. The Edit Initiative side pane opens on the right side of the page where you can add the details of the new initiative.

Now you can proceed to add general information.

3.1.2 Adding General Information

To add general information to your initiative, follow these steps:

  1. In the Edit Initiative side pane, select the status of your initiative: On Track, At Risk, or Off Track.

  2. Select Tags for the initiative. You can use tags to classify your initiatives; for example, you can classify them by type. You can select existing tags or create new tags.

  3. Enter the Description of the initiative.

  4. If any existing Mendix apps or any apps in development are related to this initiative, you can link these apps:

    1. In the search box below Link Existing App, search the app. The system displays the first 50 results.

    2. Select the app that you want to link to the initiative. If you like to see more information about a linked app, click the app name after it is linked.

    3. Repeat the two steps above to link more apps if you want to link more than one app.

  5. Set the Owner for the initiative.

  6. Select the Stage, Department, Location, Country, and Use Case for the initiative.

  7. If you want to add attachments, click + to add them. Once an attachment is added, all the users can open and download it.

Now you can proceed to link Epics to your initiative.

3.1.2.1 Managing Tags

While you are in the process of adding general information, you can manage tags as follows:

In the Edit Initiative side pane, click Manage tags ( ) next to the Tags text box.

The Manage Tags dialog box opens.

To create a new tag, do as follows:

  1. Click Add Tag. A text box appears, with a colored circle indicating the color of the new tag.
  2. In the text box, enter the name for the new tag.
  3. If you want to change the color of the new tag, click the colored circle and select a different color.
  4. Click Save ( ) to save the new tag.

To edit an existing tag, do as follows:

  1. To change the tag name, click the name of the tag. After, the name becomes editable. Edit the name in the text box, and then click outside the text box to save the change.
  2. To change the tag color, click the colored circle and select a different color.

To delete an existing tag, do as follows:

  1. Hover over the row where the tag is listed. A Delete button ( ) appears at the end of the row.
  2. Click Delete. The Confirmation dialog box opens.
  3. Click Delete Tag.

You can link any epic from Epics to an initiative. Follow the procedure below:

  1. Make sure the app to which the epics belong is already linked in the Link Existing App field.

    If the epics that you want to link belong to multiple apps, make sure these apps are all linked in the Link Existing App field.

  2. At the bottom of the Epics section, click + Link Epics. The Link Epics dialog window opens.

  3. Select the app to which the epics belong.

  4. Select the epics. You can search by the epic ID or name.

  5. Click Add to link the selected epics to the initiative.

  6. If you need to link epics belonging to other apps to this initiative, repeat the steps from 2 to 5, until you link all the epics.

Once an epic is added, its ID, name, owner, and progress are displayed in this section. Users can go to the epic directly from here if they have rights to the app to which the epic belongs.

Now you can proceed to add planning information.

3.1.3.1 Differences Among Initiatives, Apps, and Epics

An initiative is usually worked upon in several epics. Initiatives are bigger projects that could span across multiple apps, systems, and services, while epics are related to a single app only and bundle user stories together. To learn more about the differences among initiatives, epics, and user stories, check out our learning path and the examples below:

The following figure shows examples of three portfolios. The first portfolio is to add a feature to an app, the second example is a minimal viable product (MVP) of an app, and the last example is to build an integration between two apps.

3.1.4 Adding Planning Information

In the Edit Initiative side pane, click Planning to show all the fields in this section. Set the following dates in this section:

  • Intake Date – the date when the initiative is accepted based on business requirements
  • Start Date – the date when the first actions are taken to start implementation
  • Go-Live date – the date when the initiative is expected to be delivered or implemented.

Now, you can proceed to add prioritization information.

3.1.5 Adding Prioritization Information

In the Edit Initiative side pane, click Prioritization to show all the fields in this section. Set the values for the fields in this section.

Now you can proceed to add estimated value.

3.1.6 Adding Estimated Value

In the Edit Initiative side pane, click Estimated Value to show all the fields in this section. These fields can solidify your business case and drive internal adoption, and help you map the realized value upon completion. Add information in the following fields in this section:

  • Type of Value – Select the type of the value that is created by the initiative.

  • Frequency – Select whether the value is One-Off or Recurring.

  • Value – Enter the amount of the value in numbers. Use a comma every third digit from the right (for example, 1,000,000)

  • Additional Information – Enter anything that can help clarify how estimated value may impact the overall costs of the initiative.

If the initiative creates more than one type of value, click Add Value to add more value. After you enter all values, the system shows the Sum of Recurring Values and the Sum of One-Off Values.

Now you can proceed to add comments.

3.1.7 Adding Comments

If you want to add a comment, click Comments in the Edit Initiative side pane, and then click Post Comment after you add the comment.

Now you can proceed to save initiative details.

3.1.8 Saving Initiative Details

At the bottom of the Edit Initiative side pane, click Save. Now all the details are saved for the new initiative that you just created.

3.2 Changing Your View

To change your view on the Initiatives Overview page, click the drop-down list on the upper-right corner, and then select one of the following views:

3.2.1 Kanban View

In Kanban view, all the initiatives are represented by initiative cards and are categorized in different columns. A column indicates the stage that an initiative is currently in. Clicking an initiative card opens a side pane that shows initiative details. To move an initiative to a different stage, hover over the initiative card, and then click Move Left ( ) or Move Right ( ) on the left or right side of the card.

Each initiative card shows the following information:

  • ① Initiative status – This shows the status of your initiative. It can be On Track, At Risk, or Off Track.

  • ② Initiative name – This is the name of the initiative.

  • ③ More Options ( ) – Clicking this button opens a menu that enables you to edit, archive, or delete the initiative.

  • ④ Tags for the initiative – These tags are used to classify the initiative (tags can be used, for example, to indicate the types of initiatives).

  • ⑤ Department – This shows the department to which the initiative belongs.

  • ⑥ Dates icon ( ) – Hovering over this icon shows the following defined dates of the initiative lifecycle:

    • Intake – This shows the date when the initiative is accepted based on business requirements.
    • Start – This shows the date when the first actions are taken to start implementation.
    • Go-Live – This shows the date when the initiative is expected to be delivered or implemented.

  • ⑦ Icon of the linked apps – If there is only one linked app, clicking the icon shows the information about the app. If there are multiple apps or no linked apps, the icon is not clickable.

  • ⑧ Avatar of the initiative owner – Hovering over the avatar shows the name of the initiative owner.

3.2.2 List View

In the list view, initiatives are shown in a list. Clicking the header of a column sequences the initiatives using the values in that column.

The list contains the following information:

  • Initiative Name – Clicking this opens a side pane that shows initiative details.

  • Department – This shows the department to which the initiative belongs.

  • Stage – This shows the stage the initiative is currently in.

  • Status – This shows the status of your initiative. It can be On Track, At Risk, or Off Track.

  • Intake Date – This shows the date when the initiative is accepted based on business requirements.

  • Start Date – This shows the date when the first actions are taken to start implementation.

  • Go-Live Date – This shows the date when the initiative is expected to be delivered or implemented.

  • Icon of the linked apps – If there is only one linked app, clicking the icon shows the information about the app. If there are multiple apps or no linked apps, the icon is not clickable.

  • Avatar of the initiative owner – Hovering over the avatar shows the name of the initiative owner.

  • More Options ( ) – Clicking this button opens a menu that enables you to edit, archive, or delete the initiative.

3.2.3 WSJF Prioritization

In the WSJF prioritization view, all the initiatives are sequenced by their WSJF scores by default. Clicking the header of a different column sequences the initiatives using the values in that column.

The list contains the following information:

  • Initiative Name – Clicking this opens a side pane that shows initiative details.

  • Stage – This shows which stage the initiative is currently in.

  • Business Value – This indicates how much business value this initiative will generate. You can select Highest, High, Medium, Low, or Lowest.

  • Time Criticality – This indicates how time-critical this initiative is. You can select Highest, High, Medium, Low, or Lowest.

  • Risk Reduction – This indicates how much this initiative will help mitigate or reduce future risks. You can select Highest, High, Medium, Low, or Lowest.

  • Size – This is the job size of the initiative. You can select XL, L, M, S, or XS.

  • Score – This is the WSJF score of the initiative.

  • Dates ( ) – Hovering over the icon shows the following defined dates of the initiative lifecycle:

    • Intake – This is the date when the initiative is accepted based on business requirements.
    • Start – This is the date when the first actions are taken to start implementation.
    • Go-Live – This shows the date when the initiative is expected to be delivered or implemented.

  • Icon of the linked apps – If there is only one linked app, clicking the icon shows the information about the app. If there are multiple apps or no linked apps, the icon is not clickable.

  • Avatar of the initiative owner – Hovering over the avatar shows the name of the initiative owner.

  • More Options ( ) – Clicking this button opens a menu that enables you to edit, archive, or delete the initiative.

3.2.4 RICE Prioritization

In the RICE prioritization view, all the initiatives are sequenced by their RICE scores by default. Clicking the header of a different column sequences the initiatives using the values in that column.

The list contains the following information:

  • Initiative Name – Clicking this opens a side pane that shows initiative details.

  • Stage – This shows which stage the initiative is currently in.

  • Reach – This is the estimated number of relevant users that the initiative may affect within a time period. You must enter an integer in this field.

  • Impact – This is the estimated amount of impact that the initiative may have on individual users. You can select Massive, High, Medium, Low, or Minimal.

  • Confidence – This indicates how confident you are about your Impact and Reach estimates. You can select High, Medium, or Low.

  • Effort – This is the estimated total amount of time that the initiative will require from all members of your team: product, design, and development. You must enter an integer in this field.

  • Score – This is the RICE score of the initiative.

  • Dates ( ) – Hovering over the icon shows the following defined dates of the initiative lifecycle:

    • Intake – This is the date when the initiative is accepted based on business requirements.
    • Start – This is the date when the first actions are taken to start implementation.
    • Go-Live – This shows the date when the initiative is expected to be delivered or implemented.

  • Icon of the linked apps – If there is only one linked app, clicking the icon shows the information about the app. If there are multiple apps or no linked apps, the icon is not clickable.

  • Avatar of the initiative owner – Hovering over the avatar shows the name of the initiative owner.

  • More Options ( ) – Clicking this button opens a menu that enables you to edit, archive, or delete the initiative.

3.2.5 Planning View

The planning view gives you a clear visual representation of initiatives on a timeline to assist you with planning, coordination, and decision-making. Initiatives in this view are sorted by their go-live date. You can see maximum one year back and two years ahead from the current date.

The view contains the following information:

  • Initiative name – Clicking this opens a side pane that shows initiative details.
  • Initiative status – This shows the status of your initiative. It can be On Track, At Risk, or Off Track.
  • Icon of the linked apps – If there is only one linked app, clicking the icon shows the information about the app. If there are multiple apps or no linked apps, the icon is not clickable.
  • Avatar of the initiative owner – Hovering over the avatar shows the name of the initiative owner.
  • Timeline bar - The timeline bar indicates the start date and the go-live date of an initiative. Hovering over the timeline bar shows these dates in a tooltip:
    • Start date – The start date is the date when the first actions are taken to start implementation.
    • Go-Live – The go-live date is the date when the initiative is expected to be delivered or implemented.
  • Today indicator (the vertical blue line) – This indicates the date of today.
  • Today – Clicking Today on the lower-right corner brings the view back to today.
  • Weeks, Months, and Quarters – Clicking one of these buttons on the lower-right corner changes the zoom level of the timeline.

3.3 Viewing Initiative Details

On the Initiatives Overview page, if you click an initiative, a side pane opens on the right side to show initiative details.

On the upper-right corner of the pane, there is a Copy link ( ) button and More Options ( ) button. Clicking Copy link copies the link to the initiative. Clicking More Options opens a menu that allows you to edit, archive, or delete the initiative.

When you view initiative details, you can only post comments or link epics. You cannot change any other information. To change other information, you need to edit the initiative.

3.4 Editing or Deleting an initiative

To edit or delete an initiative, go to the Initiatives Overview page, click More Options ( ) for that initiative, and then select Edit or Delete. Alternatively, you can also click More Options in the side pane where you view initiative details, and then select Edit or Delete.

3.5 Archiving an Initiative

When an initiative is finished or the initiative is not relevant for the current time being, you can archive an initiative.

To archive an initiative, perform the following steps:

  1. On the Initiatives Overview page, click More Options ( ) for that initiative, and then select Archive. Alternatively, you can also click More Options in the side pane where you view initiative details, and then select Archive.

  2. In the dialog box that opens, select the reason why the initiative is archived: Completed, Canceled, On Hold, or Other Reason. Also, enter any information that other people should know about this change. Then click Archive.

A pop-up window opens and tells you that the initiative is successfully archived. Once the initiative is archived, you can find it on the Archive page.

3.6 Exporting and Importing Initiatives

On the Initiatives Overview page you can import and export initiatives. On the Archive page you can only export initiatives. For details, see Export and Import Initiatives.

4 Archive

The Archive page shows all the initiatives that are archived. You can search for an initiative in the search bar. Clicking Filters enables you to filter initiatives. You can export Initiatives by clicking the Export Initiatives button.

The list contains the following information:

  • Initiative Name – Clicking it opens a side pane that shows the details of the archived initiative as well as why the initiative was archived, additional comments, who archived the initiative, and when.

  • Department – This shows the department to which the initiative belongs.

  • Stage – This shows which stage the initiative was in when it was archived.

  • Archiving Reason – This shows the reason why the initiative was archived.

  • Archived Date – This shows the date when the initiative was archived.

  • Archived By – This shows the avatar of the user who archived the initiative.

  • Icon of the linked apps – If there is only one linked app, clicking the icon shows the information about the app. If there are multiple apps or no linked apps, the icon is not clickable.

  • Avatar of the initiative owner – Hovering over the avatar shows the name of the initiative owner.

  • More Options ( ) – Clicking this opens a menu that enables you to restore or delete the archived initiative.

4.1 Restoring or Deleting an Archived Initiative

To restore or delete an archived initiative, go to the Archive page, click More Options ( ) for that initiative, and then select Restore or Delete. After you restore an archived initiative, it goes back to the Initiatives Overview page.

Alternatively, to delete an archived initiative, you can also click More Options in the side pane where you view the archived initiative details, and then select Delete.

5 Access Management

The Access Management page allows you to view and manage user access to the portfolio.

5.1 Members

The Members tab lists all the users that have portfolio access. You can search for a user by their user name, email, or company. You can also filter users by their role and status. The list contains the following items:

  • User Name – This is the name of the user.

  • Email – This is the email of the user.

  • Company – This shows the company to which the user belongs.

  • Status – This shows whether the user is active or deactivated.

  • Role – This is the role of the user. A user can be a Portfolio Manager, Contributor, or Viewer. For more information about the permissions of each role, see the table below in this section.

  • More Options ( ) (only available to Portfolio Managers) – Clicking the button opens a menu with the following items:

    • Edit Role – Selecting this allows you to change the role of the user.
    • Remove – Selecting this allows you to remove the user from the portfolio.

The table below shows the permissions of Portfolio Managers, Contributors, and Viewers:

Action Portfolio Manager Contributor Viewer*
Invite users
Remove user permissions and roles
Update user permissions and roles
View user access information
Manage portfolio settings
Delete the portfolio
Create initiatives
Edit existing initiatives
Archive and restore initiatives
Delete initiatives
View initiative details
Create comment
Edit comments Own comments Own comments Own comments
Delete comments Own comments Own comments Own comments
View comments
Add initiative attachments
Delete initiative attachments
View and download initiative attachments
Export and import initiatives
Link and unlink epics
View linked epics

* For open portfolios, all company members (other than the portfolio members) have the same rights as the Viewer of the portfolio.

5.1.1 Leaving the Portfolio

To leave the portfolio, click the Leave button on the right side above the member list.

If you are the only Portfolio Manager of the portfolio, when you click Leave, a dialog window opens and asks you to choose one of these two options:

  • Delete the portfolio permanently together with all the data in the portfolio when you leave the portfolio; or
  • Assign another user to be the new Portfolio Manager before you leave the portfolio.
    • If you choose to assign another user to be the new Portfolio Manager, click Assign Portfolio Manager, and then select an existing member and edit their role to Portfolio Manager, or invite a new member to be the new Portfolio Manager.

5.1.2 Adding New Users

  1. Go to Access Management.
  2. On the upper-right corner of the Members tab, click Add Users.
  3. In the dialog box, enter the email address of the user who you want to invite. The Email Address field also gives a drop-down list with all the active users from your company. You can add multiple email addresses if you need to invite more than one user. The users can be people within your company or outside your company. For users outside your company, their names and profile pictures are not displayed.
  4. Select an Access Role for the users that you add – Portfolio Manager, Contributor, or Viewer. This determines their access level to all the initiatives in this portfolio.
  5. Click Add to List.
  6. Click Send Invites.

The users that you invited receive a notification per email and now appear on the Access Management page.

For users outside your company, they need to accept the invitation. They will appear on the Pending Invites tab until they accept or reject the invitation. After they accept the invitation, they will appear in the Members tab.

For users within your company, they do not need to accept their invitation. If they have a Mendix account, they will immediately be given access and appear on the Members tab. If they do not have a Mendix account, they will appear on the Pending Invites tab. After they create a Mendix account and log in to Portfolio Management, they will immediately be given access and appear on the Members tab.

5.1.3 Removing Deactivated Users

When there are deactivated members in the portfolio, the Remove Deactivated Users button becomes available above the list on the right side. Clicking the button allows you to remove all deactivated users from this portfolio in one go. If a deactivated user that you will remove still owns initiatives, these initiatives will no longer have an owner after you remove the user from the portfolio.

5.2 Access Requests

Users from the same company can request to join a restricted or open portfolio.

For restricted portfolios, you can request to join from the Portfolio Landscape Overview by clicking Request to Join on the portfolio card. For open portfolios, you can request to join by clicking Request to Join on the lower-left corner after opening the portfolio. Access requests need to be approved by a Portfolio Manager. Portfolio Managers automatically get a notification for a new access request.

The Access Requests tab shows all open access requests for the portfolio. You can search a user by their user name. You can also filter users by their role. The list contains the following items:

  • Requested By – This is the name and avatar of the user who requested access.
  • Role – This is the access role that was requested by the user.
  • Date – This is the date when the request was made.
  • Reject – Clicking this rejects the request.
  • Approve – Clicking this approves the request and gives the user access to the portfolio.

5.3 Pending Invites

When a Portfolio Manager invites a user outside the company to join the portfolio, the user gets an invite via email. The user must first accept the invite; then they can access this portfolio. Until the user accepts or rejects the invite, the invite appears on the Pending Invites tab. After they accept the invitation, they will appear on the Members tab.

The Pending Invites tab shows all pending invites of external users. You can search a user by their email. You can also filter users by their role. The list contains the following items:

  • Email – This shows the email of the invited user.

  • Role – This shows the access role of the invited user.

  • Invite Date – This shows the date the invite was sent.

  • More Options ( ) – Clicking this button opens a menu with the following items:

    • Edit Role – Selecting this allows you to change the access role of the pending invite.

    • Delete – Selecting this allows you to cancel the pending invite.

6 Portfolio Settings

6.1 Changing Portfolio Settings

On the Portfolio Settings page, Portfolio Managers can change the following settings:

  • Portfolio Name – Click Edit Portfolio Details to change the portfolio name.

  • Portfolio Description – Click Edit Portfolio Details to change the portfolio description.

  • Privacy Settings – You can set the settings to Private, Restricted, or Open. For details on privacy settings, see the Different Privacy Settings of a Portfolio section.

  • Stages – Click Move Up ( ) or Move Down ( ) to move a stage upwards or downwards.

  • Prioritization Model

  • Currency

  • Departments

  • Locations

  • Countries

  • Scope Estimation - Use Cases

  • Expected Value - Types

To delete or edit an existing option for a setting, hover over the option to show the Delete button ( ) or the Edit button ( ) at the end of the row, and then click the corresponding button.

To add an option for a setting, click Add Department, Add Country, Add Stage, Add Use Case, or Add Value Type below the corresponding list.

6.2 Deleting a Portfolio

  1. On the Portfolio Settings page, click Delete at the bottom of the page. The Delete Portfolio Dialog box opens.
  2. Read the warning carefully. Deleting a portfolio means that you permanently delete the portfolio, including all the data in it. This change cannot be reverted.
  3. If you decide to continue, type DELETE in the text box.
  4. Click Delete. The portfolio is permanently deleted.

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