Workflow or Document Packets licensing is required for configuring Portfolios.
Portfolio types apply only to Unity Life Cycles.
A portfolio type consists of one or more portfolio relations. Portfolio types are assigned at the queue level to determine what items are displayed in the Related Items pane when a primary item is selected. In addition, portfolio types and portfolio relationships can be used in rules and actions configured with a Target of Related Item to determine what related item the rule or action will process.
Portfolio relations allow you to specify how:
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Documents relate to other documents, Content Composer Bundles, WorkView objects or entity items.
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WorkView Objects relate to other WorkView objects, Content Composer Bundles, or documents.
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Entity Items relate to documents or WorkView objects.
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Message items relate to documents, Content Composer Bundles or WorkView objects.
If you are finding documents by Document Type and Keyword Type mapping, or by document handle, users must have rights to view the Document Type in order to view related items. If you are finding documents by folder type, users must have rights to the folder type in order to view related items. Users do not need rights to the Document Types configured for the folder type.