**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`

* \[open\] is this still intended or should it continue to be named 'Projects'?

* 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 by the filter section on top

* be searched by the input field next to the filters on top

* be sorted by the sort by tab in the configure view modal

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

* Users can create new portfolios by clicking on the green button on top of the content area

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

* 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

* The 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

* Favourite indication (Transparent IconButton star)

* Ideally, the user can toggle the favourite status here

* Amount of programs Begin of the insertionand projectsEnd of the insertion in the portfolio Begin of the insertion

End of the insertion Begin of the deletion

End of the deletion * Begin of the insertionThis counts all programs and projects that are partEnd of the insertion Begin of the deletion AmountEnd of the deletion of Begin of the deletion project inEnd of the deletion the Begin of the insertionhierarchy where theEnd of the insertion portfolio Begin of the insertionis the root. E.g. in "Portfolio A" -> "Program B" -> "Project C" -> "Project D" -> "Project E", the count would be: 1 program and 3 projects.

End of the insertion Begin of the deletion

End of the deletion * Budget information including total budget and budget spent

* \[open\] Does it only include the budget information from the portfolio or is it aggregated from the programs and projects as well?

* Last updated

* 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. 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._