---
title: "Portfolio List"
slug: "portfolio-list"
updated: 2023-04-18T12:49:16Z
published: 2023-04-18T12:49:16Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://success.panaya.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio List

Your **Release Dynamix**Portfolio allows you to quickly create and manage all demands coming in from various channels. Use the Portfolio list as a filtered report and export to Excel, or use our easy drag & drop whiteboard to set the Release plan.

## Portfolio View

### **Portfolio List**

**Create & import******new Requirements Sort & filter to **edit**, **assign**, or **export**

**![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639658923249.png)**

### **Planning Board**

Easily **drag & drop** from your backlog Plan and assign to Projects & Releases

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639658866516.png)

[Click here to learn about the Planning Board view](/v1/docs/the-portfolio-planning-board)

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## **Portfolio List**

Click on the **Menu button**and click on your **account name**. Then click on the **Portfolio****tab**. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1681821931351.png) ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1681822010261.png)

---

## **Create or Import New**Requirements

- **Create a New Requirement (1)**or **Import (2)**via the Import Wizard
- You can also [Duplicate an existing Requirement](/v1/docs/how-to-duplicate-a-requirement)

![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639658347083.png)

---

## **Edit or Delete**

1. **Check one or more** Requirements
2. Select to**Edit**or **Delete**

**![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639658405759.png)**

---

## **Assign**

Assign to an Owners, a Project, or to the Backlog -

- Select from the list and then **Assign**or **Project Assignment**  
![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639658522068.png)

Click here to learn how to [mass assign Owners and Approvers for the Approval Workflow](/v1/docs/how-to-change-owners-andor-approvers-in-a-project-approval-workflow)

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## View Requirement **Details & Test Plan**

- To **view a Requirement**, click on its ID, Title or simply **Double Click**
- To view a Requirement **Test Plan**, click on the **number of Tests**  
**![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639658741227.png)**

---

## **Sort & Filter**

This view allows to sort and filter Requirements from all Projects and Releases. Use the various **filters**to display Requirements of certain **Status**, **Impact Risk**, **Owner**, **Project**, **Release,**etc. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639644479427.png)

---

## **Export List**

Export your filtered list with the **Export to Excel** button![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639658783543.png)

## Related

- [Approval Status Risk Indicators](/approval-status-risk-indicators.md)
- [Creating New Projects](/creating-new-projects.md)
- [Creating New Releases](/how-to-create-a-new-release.md)
- [Duplicating Development Items](/how-to-duplicate-a-requirement.md)
- [Viewing a Project and Release Risk](/how-to-view-a-single-project-or-release-risk.md)
- [Release Risk Cockpit](/how-to-read-the-risk-cockpit-for-a-release.md)
- [Portfolio Planning Board](/portfolio-planning-board.md)