**As** a portfolio manager
**I want to** access portfolios easily in OpenProject
**so that** I can have a quick overview on what portfolio I need to work next

**Acceptance criteria**

* A new global module is created named `Portfolios`

* It has entry points in both global sidebar and grid icon for global menu

* The current `Project lists` module is renamed to `Workspaces`

* Inside the portfolios' module, there are four views/queries that are not editable:

* All portfolios

* My portfolios

* Favourite portfolios

* Archived portfolios

* The user cannot save personalised queries or views

* The view can be filtered, searched and sort (by the sort by button on the more icon). On top of that, users can create new portfolios.

* In each view, in the content, an index page to access portfolios will be created with a new border box component based in Primer. Each border box element will contain the following information:

* Portfolio name

* Portfolio status (_\[open\]_ should it be editable?)

* Portfolio description

* Progress bar with sub-items status

* Favourite indication (Transparent IconButton star)

* Amount of programs in the portfolio

* Amount of project in the portfolio

* Budget information including total budget and budget spent

* Last updated

* The progress bar with the status should have a hover card with the index details

* The sort by functionality is extracted from the current implementation of `Project lists`

* Creating a new portfolio opens the form for portfolio creation based on the project creation one.


**Technical notes**

* <br>


**Permissions and visibility considerations**

* Begin of the insertionForEnd of the insertion Begin of the deletion _\[open\]_ Do we haveEnd of the deletion a Begin of the insertionuserEnd of the insertion Begin of the deletion permissionEnd of the deletion to Begin of the insertionsee the Portfolio module they either haveEnd of the insertion Begin of the deletion `see portfolios`?End of the deletion

* Begin of the insertion`create portfolios` (##66612)

* Any permission in an active portfolio.

* ForEnd of the insertion Begin of the deletion Currently, seeingEnd of the deletion a Begin of the insertionuserEnd of the insertion Begin of the deletion portfolio requiresEnd of the deletion to Begin of the insertionseeEnd of the insertion Begin of the deletion be member (with whatever permission) inEnd of the deletion a Begin of the insertionportfolio listed inEnd of the insertion Begin of the deletion portfolio. That isEnd of the deletion the Begin of the insertionPortfolio module (or inEnd of the insertion Begin of the deletion same asEnd of the deletion the Begin of the insertionProject module, orEnd of the insertion Begin of the deletion behaviour we haveEnd of the deletion in Begin of the insertionthe Project/Workspace dropdown, or anywhere elseEnd of the insertion Begin of the deletion place for projects. There also isn&#39;t a specific permission to see projects (as far as users are concerend - there is oneEnd of the deletion in Begin of the insertionthe application) they need to haveEnd of the insertion Begin of the deletion code), so not havingEnd of the deletion a Begin of the insertionleast oneEnd of the insertion Begin of the deletion specificEnd of the deletion permission Begin of the insertionin that portfolio and the portfolio needsEnd of the insertion to Begin of the deletion see portfolios shouldEnd of the deletion be Begin of the insertionactive. The behaviour isEnd of the insertion Begin of the deletion good enough.

* _\[open\]_ If a user can&#39;t `create portfolios`, should he seeEnd of the deletion the Begin of the insertionsame as for projects.End of the insertion Begin of the deletion `Portfolios` module?End of the deletion

* Begin of the insertionThat might mean, that a member of a program or project cannotEnd of the insertion Begin of the deletion We would at least have to show the module whenever

* The user canEnd of the deletion see Begin of the deletion at least one portfolio

* Can createEnd of the deletion a portfolio Begin of the insertionof which the project is part because of lacking permissions. This is also the same behaviour currently in place for projects.&nbsp;


End of the insertion Begin of the deletion


End of the deletion **Translation considerations**

<figure class="table op-uc-figure_align-center op-uc-figure"><table class="op-uc-table"><thead class="op-uc-table--head"><tr class="op-uc-table--row"><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">EN</p></th><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">DE</p></th><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">ES</p></th><th class="op-uc-table--cell op-uc-table--cell_head"><p class="op-uc-p">FR</p></th></tr></thead><tbody><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p">Portfolios</p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p">Carteras/Portafolios</p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p">Programs</p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p">Programas</p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td></tr><tr class="op-uc-table--row"><td class="op-uc-table--cell"><p class="op-uc-p">Workspaces</p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td><td class="op-uc-table--cell"><p class="op-uc-p">Espacios de trabajo</p></td><td class="op-uc-table--cell"><p class="op-uc-p"><br data-cke-filler="true"></p></td></tr></tbody></table></figure>

**Out of scope**

* <br>


_Set the_ **To be informed/consulted teams** _field to include all teams necessary to be informed of the changes._