Portfolio management roles and responsibilities are defined in the portfolio:

The strategic plan defines organizational direction and objectives but does not assign specific portfolio management roles and responsibilities.

The portfolio management plan is the primary document that defines roles, responsibilities, governance structures, and processes for managing the portfolio. It serves as the operational guide for how portfolio management work is performed, including who is accountable for which activities. This is distinct from higher-level strategic documents that address goals rather than execution responsibilities.

The portfolio charter authorizes the portfolio and identifies its sponsor and high-level scope, but detailed roles and responsibilities are not its primary content.

The portfolio roadmap provides a timeline view of components and strategic alignment but does not define management roles and responsibilities.