**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` Begin of the insertion

End of the insertion Begin of the deletion

End of the deletion * Begin of the insertion\[open\] is this still intended or should it continue to be named 'Projects'?

* End of the insertion 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 Begin of the insertion 

* End of the insertion be Begin of the insertionfiltered by the filter section on top

* beEnd of the insertion Begin of the deletion filtered,End of the deletion searched Begin of the insertionbyEnd of the insertion Begin of the deletion and sort (byEnd of the deletion the Begin of the insertioninput field next to the filters on top

* be sorted by theEnd of the insertion sort by Begin of the insertiontab in the configure view modal

* not have columns selected (because there are not columns)

* Users can create new portfolios by clickingEnd of the insertion Begin of the deletion buttonEnd of the deletion on the Begin of the insertiongreen button onEnd of the insertion Begin of the deletion more icon). OnEnd of the deletion top of Begin of the insertionthe content area

* Creating aEnd of the insertion Begin of the deletion that, users can createEnd of the deletion new Begin of the insertionportfolio opens the form for portfolio creation based on the project creation one.

End of the insertion Begin of the deletion portfolios.

End of the deletion * 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 Begin of the insertion

End of the insertion Begin of the deletion

End of the deletion * Begin of the insertionThe sum of the subitems (programs & projects), grouped by status is displayed in the "progress bar"

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

* End of the insertion Favourite indication (Transparent IconButton star) Begin of the insertion

End of the insertion Begin of the deletion

End of the deletion * Begin of the insertionIdeally, the user can toggle the favourite status here

* End of the insertion Amount of programs in the portfolio

* Amount of project in the portfolio

* Budget information including total budget and budget spent Begin of the insertion

End of the insertion Begin of the deletion

End of the deletion * Begin of the insertion\[open\] Does it only includeEnd of the insertion Begin of the deletion Last updated

* The progress bar withEnd of the deletion the Begin of the insertionbudget information fromEnd of the insertion Begin of the deletion status should have a hover card withEnd of the deletion the Begin of the insertionportfolio orEnd of the insertion Begin of the deletion index details

* The sort by functionalityEnd of the deletion is Begin of the insertionit aggregatedEnd of the insertion Begin of the deletion extractedEnd of the deletion from the Begin of the insertionprograms and projects as well?

End of the insertion Begin of the deletion current implementation of `Project lists`

End of the deletion * Begin of the insertionLast updated

End of the insertion Begin of the deletion Creating a new portfolio opens the form for portfolio creation based on the project creation one.

End of the deletion * Only available if the instance has an EE token of the Premium level


**Technical notes**

* <br>


**Permissions and visibility considerations**

* For a user to see the Portfolio module they either have

* `create portfolios` (##66612)

* Any permission in an active portfolio.

* For a user to see a portfolio listed in the Portfolio module (or in the Project module, or in the Project/Workspace dropdown, or anywhere else in the application) they need to have a least one permission in that portfolio and the portfolio needs to be active. The behaviour is the same as for projects.

* That might mean, that a member of a program or project cannot see a portfolio of which the project is part because of lacking permissions. This is also the same behaviour currently in place for Begin of the insertionprojects. End of the insertion Begin of the deletion projects.&amp;nbsp;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._