The Portfolio Lifecycle

To see what’s going on with a portfolio, find it in the Portfolio summary in list view. Click the portfolio name (a hyperlink), which opens the portfolio in a separate browser tab.

Note: Throughout the portfolio lifecycle, the stages, steps, and fields to which you have access depend on your user role. Also, throughout the portfolio lifecycle, tasks are created as needed, with emails and notifications sent each time to the relevant users. 

At the top of the portfolio record, you’ll see the portfolio name, workflow progress, and a summary contained within the information bar that includes the Portfolio Manager, Risk Rating, the number of projects, and funds budgeted and spent.

At the top right of the page is an icon to refresh data, and a three-dot icon that opens a menu with Print, Clone, and Delete options.

• Print: Prints the summary page, or details on the current page
• Clone: Creates a copy of the portfolio with identical details. The cloned portfolio lifecycle starts the risk profile step of Stage 2 – Planning, but you can edit details of any previous step.
• Delete: Available only for system admins, whose permissions include record deletion. If you need a record deleted, please log a support ticket.

Note: Whereas deleting a portfolio removes it from SurePact, the more common action is to archive a portfolio at the end of its lifecycle. Archiving a portfolio enables you to pull it out later, for future reference. 

The portfolio lifecycle consists of four stages, which are listed along the left.

• Stage 1 – Initiation
• Stage 2 – Planning
• Stage 3 – In Delivery
• Stage 4 – Review

While in any stage, the workflow steps are listed as tabs across the top. Tick marks indicate a completed step, meaning all required fields are filled in. Clicking a tab opens its step, and you can view or edit fields depending on your user role. Changes can still be made to steps that are marked as complete.

Note: There is no autosave feature currently in SurePact. So as you move through the workflow, look for the Save button. Not all steps require saving but some do!

The portfolio lifecycle starts at Stage 1 – Initiation.