---
title: Creating a Release Portfolio
slug: helium-en/creating-a-release-portfolio
description: Learn how to create a Release Portfolio quickly with this document. Register a form in the General Register before accessing the Release Portfolio functionality. Create a new portfolio by providing details like name, description, and icon. Then, create a 
createdAt: 2021-10-19T00:49:04.000Z
---

This functionality is intended to <font color="#2166ae">**create a**</font> <font color="#2166ae">**Release Portfolio**</font> to speed the creation of a new release when grouping it by specific criteria previously established.

## Before getting started

In order to use the function of linking Agile Analysis of Risk Form, it is necessary:

- [x] To previously register a form in `General Register > Analysis Form > Register Form`

## Procedure

1. Access the functionality through the main menu `Processes > Release Management > Release Portfolio`;
2. Click on "**New Portfolio**" and complete the fields

| **Field**       | **Description**                          |
| --------------- | ---------------------------------------- |
| **Name(\*)**    | Identify the release portfolio by a name |
| **Description** | A description of the portfolio           |
| **Icon**        | Select an image for the portfolio        |

(\*) Indicate mandatory fields.

### New Model

After creating the portfolio, select it and click on "**Advance**". Then, click on "**New Model**" and complete the fields:

| **Field**                       | **Description**                                                   |
| ------------------------------- | ----------------------------------------------------------------- |
| **Icon**                        | Set an image to represent the portfolio                           |
| **Name (\*)**                   | Name of the portfolio                                             |
| **Description**                 | Describe the portfolio                                            |
| **Flow (\*)**                   | Select a flow to the portfolio                                    |
| **Executor Group (\*)**         | Select the group responsible to execute the portfolio             |
| **Calendar (\*)**               | Select the type of Calendar for the portfolio                     |
| **E-mail Creation (\*)**        | Select the template for E-mail Creation                           |
| **E-mail Completion (\*)**      | Select the template for E-mail Completion                         |
| **E-mail Actions (\*)**         | Select the template for E-mail Actions                            |
| **Impact (\*)**                 | Set the degree of Impact                                          |
| **Urgency (\*)**                | Set the degree of Urgency                                         |
| **Category(\*)**                | Select the category for the portfolio                             |
| **Agile Analysis of Risk Form** | Field to include forms linked to the Release Management practice  |
| **Status(\*)**                  | Set the status of this model as New, Active, or Retired           |
| **Contract**                    | Link a contract                                                   |

:::hint{type="info"}
💡 <u>**Tip**</u>**:** When we advance in the portfolio, depending on the status that has been defined, the chosen model will appear in the tab (**New**, **Active&#x20;**&#x6F;r **Retired**), and it is possible to edit or delete it.
:::

After completing all the fields, click on "**Save**".