---
title: Creating Problem Portfolio
slug: helium-en/creating-problem-portfolio
description: Learn how to create a Problem Portfolio using our document. Follow a step-by-step procedure including registering a form, accessing the Problem Management section, adding an image, and defining the status. Optimize your problem grouping and organization e
createdAt: 2021-10-19T00:24:02.000Z
---

This functionality is intended to <font color="#2166ae">**create a Portfolio of Problems**</font> in order to speed up the creation
&#x20;of a new problem by grouping them by specific criteria.

## Before getting started

In order to use the function of linking Agile analysis of risk forms, it is necessary:

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

## Procedure

- Access the main menu `Processes > Problem Management > Problem Portfolio`;
- Click on "**New Portfolio**";
- Complete the necessary fields and add an image to represent the portfolio, if it is necessary;
- Select the portfolio created and click on "**Advance**";
- Click on "**New Model**" and complete the fields available:

| **Field**                                                                   | **Description**                                                  |
| --------------------------------------------------------------------------- | ---------------------------------------------------------------- |
| **Name (\*)**                                                               | The name of the model                                            |
| **Description**                                                             | Description of the new model                                     |
| **Flow (\*)**                                                               | Flow to be used in the model                                     |
| **Executor Group (\*)**                                                     | Group that can execute the ticket                                |
| **Time of Attendance (\*)**                                                 | Time limit for the attendance                                    |
| **Calendar (\*)**                                                           | Field to select an activity calendar                             |
| **Default folder for auto-registration&#x20;**<br />**of known error (\*)** | Folder that the error will be registered                         |
| **Agile Analysis of Risk**                                                  | Field to include forms linked to the Problem Management practice |
| **Impact (\*)**                                                             | Impact generated by the problem                                  |
| **Urgency (\*)**                                                            | Urgency for the resolution of the problem                        |
| **Severity (\*)**                                                           | Severity of the problem                                          |

(\*) Required field

- Define the status as "**Active**";
- Click on "**Save**".