TechPortfolioItem
/api/v1/investments/portfolioA budgeted technology investment line.
listgetcreateupdateSchema
| Field | Type | Notes |
|---|---|---|
| id* | uuid | Server-assigned ULID with type prefix (e.g. per_…). |
| tenant_id* | string | Tenant scope — auto-stamped from the caller's JWT. |
| app_id | string | App scope. Stamped ONLY when the caller's JWT was minted for a specific Application (integration API keys). Absent for human-user sessions. Filters reads when present. |
| created_at* | date-time | Server stamp. |
| updated_at* | date-time | Server stamp; updated on every patch. |
| created_by | uuid | Person id from the caller's JWT (sub). |
| updated_by | uuid | Person id from the last writer's JWT (sub). |
| source | string | Provenance tag — defaults to 'edm'. |
| source_type | enum | frontend | backend | server | system | apiWhere the write originated. Defaults to 'api'. |
| is_deleted | boolean | Soft-delete flag. Excluded from default list queries. |
| deleted_at | date-time | Stamped when soft-deleted; null otherwise. |
| deleted_by | uuid | Person id who soft-deleted; null otherwise. |
| schema_version | number | Document schema version. Bumped on incompatible writes. |
| name | string | Human-readable name for this portfolio item or investment initiative. |
| description | string | Optional free-text description of the initiative's scope and objectives. |
| business_capability | string | Business capability this investment supports (e.g. 'Collaboration', 'Security', 'Developer Productivity'). |
| strategic_priority | string | Strategic importance of this investment as assessed by business or IT leadership. |
| owner_id | uuid | UUID of the Person accountable for this portfolio item. |
| linked_license_ids | json | UUIDs of SoftwareLicense records that belong to this portfolio item. |
| linked_asset_ids | json | UUIDs of TechnologyAsset or PhysicalAsset records that belong to this portfolio item. |
| budgeted_cost_amount | number | Approved budget for this portfolio item in the specified currency. |
| actual_cost_amount | number | Actual spend to date for this portfolio item in the specified currency. |
| currency | string | ISO 4217 three-letter currency code for budgeted and actual cost amounts. |
| initiative_tag | string | Optional free-form tag linking this item to an external programme or initiative tracker. |
| status | string | Current lifecycle status of this portfolio item. |
API
client.investments.portfolio.*Loading manifest…