> For the complete documentation index, see [llms.txt](https://innowayit-1.gitbook.io/framework/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://innowayit-1.gitbook.io/framework/solution-architecture-workflows/manage-portfolios.md). # Manage Portfolios ### Purpose To manage the portfolio of initiatives or applications ### Performed By * Facilitator * Enterprise Architect * Solution Architecture Manager ### Steps 1. Navigate to the sidebar and click the accordion at the end of the Solution Planning option 2. Click Portfolio from the drop-down list 3. Click Add icon 4. Enter information related to portfolio, e.g. name, description, portfolio manager and portfolio owner. 5. Click Save 6. Edit information related to the added portfolio by clicking the ellipsis at the end of the portfolio record. 7. Select Edit and add information 8. Click Save --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://innowayit-1.gitbook.io/framework/solution-architecture-workflows/manage-portfolios.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.