1. Open the family in which you want to create a Goal / Strategy portfolio and click the + dropdown. 
   
   Next click Add Portfolio.
   
   
   
   
2. In the subsequent screen, enter the Portfolio Name and check the box for Strategy / Goal Portfolio.
   
   Then, choose the Type - either Strategy or Goal.
   
   
   Strategy example:
   
   
   Goal example:
   
   
   
3. Finally click Save. Your Strategy / Goal portfolio will be created.