# Feature SPPM-211 - Create "Portfolio" and "Program"

Project: Stream Project Portfolio Management
Status: closed
URL: https://community.openproject.org/work_packages/SPPM-211

## Planning

| Attribute | Value |
| --- | --- |
| Date |  |
| Priority | Medium |
| Target versions | 17.0.0 |
| Votes |  |
| List | PM² PMflex |
| Roadmap |  |
| Relevance |  |

## OPEN POINTS / FEEDBACK

_No work packages_

## Features and Chunks

| ID | Subject | Type | Status | Assignee | Target versions | Spent time |
| --- | --- | --- | --- | --- | --- | --- |
| SPPM-214 | Add STI column to projects table | Implementation | rejected |  | 16.4.0 |  |
| SPPM-215 | Add workspace_type enum to projects table | Implementation | closed |  | 16.4.0 |  |
| SPPM-222 | Add possibility to create "Portfolio" and "Program" | Implementation | closed |  |  |  |
| SPPM-224 | Remove buttons from project dropdown | Implementation | closed |  |  |  |

## Bugs and other work packages

| ID | Type | Subject | Status | Assignee | Target versions | Spent time | Module |
| --- | --- | --- | --- | --- | --- | --- | --- |
| SPPM-212 | Bug | Changing the type within the project settings doesn't do anything | closed | Tobias Dillmann |  |  |  |

## Technical Details

| Attribute | Value |
| --- | --- |
| Module |  |
| Feature Flag |  |
| Requires doc change | No |
| Enterprise plan |  |

## Details

| Attribute | Value |
| --- | --- |
| Pull preview |  |
| Mockups |  |
| Accessibility | No |

## People

| Attribute | Value |
| --- | --- |
| Assignee |  |
| Accountable |  |
| Product manager |  |
| Developers | OP Dev Polaris Team |
| Designer | Marc Alcobé |
| Ordered by |  |
| Signed off by |  |
| Interest by |  |

## Estimates and progress

| Attribute | Value |
| --- | --- |
| PD (min) |  |
| PD (max) |  |
| Work |  |
| Labor costs |  |

## Description

**Acceptance criteria**

  - The creation of portfolios, programs is possible through:
    
      - From inside the `Portfolios` module, users can create portfolios through the `+ Portfolio` button. (will be done in <mention class="mention" data-id="66435" data-type="work_package" data-text="#66435">#66435</mention>)
    
      - From inside the `Project lists` module now renamed to `Workspace lists` available, where a + Add dropdown is available with the options to create `Portfolios`, `Programs`, and `Projects`. The dropdown should adapt depending on the user permissions and transformed to a `+ Project` button if the user can only do that. (renaming the module done separately in <mention class="mention" data-id="66316" data-type="work_package" data-text="#66316">\#66316</mention> )

  - Have specific global permissions for creating `Program` and `Portfolio` is needed to create those.

  - Clicking on either of the options takes the user to the create form
    
      - The form is the same currently used for projects
    
      - Phrasing of the elements are changed according to the type

  - The `+ Project` button in the project dropdown (now used for all workspaces) should be removed together with the `Project lists` button.

  - The `+ Subprojec`t button in the project settings should still be available to create subprojects.

  - Hide functionality behind a feature flag.

**Out of scope**

  - There isn't a possibility to change the type after creation. This is intended.

  - Created programs and portfolios and program will be displayed same as project, e.g in the project dropdown (<mention class="mention" data-id="66307" data-type="work_package" data-text="##66307">\#\#66307</mention>)

  - The subproject selection does not differentiate between which type of workspace is eligible to become parent to a workspace (<mention class="mention" data-id="66308" data-type="work_package" data-text="##66308">\#\#66308</mention>)
    
      - e.g. for now, a project can become the parent of a portfolio

  - The API for now displays all workspace types equally
    
      - wp to change this to be opened

  - Any change to the quick add menu in the top navigation bar.