01
Create or review the issue
Portfolio Management / Open portfolio / Main / Issues
Use a portfolio issue for matters that exceed one project or require portfolio authority.
Portfolio Manager
QUICK GUIDE 31
Manage portfolio issues
Handle cross-project matters and escalations that require portfolio-level ownership.
02
Describe cross-project impact
Portfolio Management / Open portfolio / Main / Issues
Explain which projects, outcomes or shared constraints are affected.
03
Assign responsibility
Portfolio Management / Open portfolio / Main / Issues
Give coordination and follow-up to a clear owner.
04
Define the handling
Portfolio Management / Open portfolio / Main / Issues
Record decisions, actions and dependencies needed to resolve the matter.
05
Follow through to closure
Portfolio Management / Open portfolio / Main / Issues
Keep the issue visible in later reviews until the outcome is confirmed.