diff --git a/atst/routes/task_orders/new.py b/atst/routes/task_orders/new.py
index 48f59a13..4c9d40e7 100644
--- a/atst/routes/task_orders/new.py
+++ b/atst/routes/task_orders/new.py
@@ -120,6 +120,23 @@ class ShowTaskOrderWorkflow:
         else:
             return False
 
+    def can_edit_pf_attributes(self, portfolio_id=None):
+        if self.task_order:
+            if (
+                self.task_order.portfolio.num_task_orders > 1
+                or not portfolio_id is None
+            ):
+                return False
+        elif portfolio_id:
+            if self.get_portfolio(portfolio_id).num_task_orders > 0:
+                return False
+        return True
+
+    def get_portfolio(self, portfolio_id=None):
+        if self.task_order:
+            return self.task_order.portfolio
+        return Portfolios.get(self.user, portfolio_id)
+
 
 class UpdateTaskOrderWorkflow(ShowTaskOrderWorkflow):
     def __init__(
@@ -221,6 +238,9 @@ def new(screen, task_order_id=None, portfolio_id=None):
         "complete": workflow.is_complete,
     }
 
+    if not workflow.can_edit_pf_attributes(portfolio_id):
+        template_args["portfolio"] = workflow.get_portfolio(portfolio_id=portfolio_id)
+
     if task_order_id and screen is 4:
         task_order = TaskOrders.get(g.current_user, task_order_id)
         if not TaskOrders.all_sections_complete(task_order):
diff --git a/tests/routes/task_orders/test_new_task_order.py b/tests/routes/task_orders/test_new_task_order.py
index 2b3117db..e600f7db 100644
--- a/tests/routes/task_orders/test_new_task_order.py
+++ b/tests/routes/task_orders/test_new_task_order.py
@@ -42,6 +42,54 @@ def serialize_dates(data):
     return data
 
 
+def test_new_to_can_edit_pf_attributes_screen_1():
+    portfolio = PortfolioFactory.create()
+    workflow = ShowTaskOrderWorkflow(user=portfolio.owner)
+    assert workflow.can_edit_pf_attributes(portfolio.id)
+
+
+def test_new_to_can_edit_pf_attributes_on_return_to_screen_1():
+    portfolio = PortfolioFactory.create()
+    workflow = ShowTaskOrderWorkflow(user=portfolio.owner)
+    assert workflow.can_edit_pf_attributes()
+
+
+def test_to_on_pf_cannot_edit_pf_attributes():
+    portfolio = PortfolioFactory.create()
+    pf_task_order = TaskOrderFactory(portfolio=portfolio)
+
+    workflow = ShowTaskOrderWorkflow(user=portfolio.owner)
+    assert portfolio.num_task_orders == 1
+    # case: TO is created from am existing portfolio
+    assert not workflow.can_edit_pf_attributes(portfolio.id)
+    # case: Portfolio is being created and user navigates back to app_info screen
+    assert workflow.can_edit_pf_attributes()
+
+    second_task_order = TaskOrderFactory(portfolio=portfolio)
+    workflow = ShowTaskOrderWorkflow(
+        user=second_task_order.creator, task_order_id=second_task_order.id
+    )
+    assert portfolio.num_task_orders > 1
+    assert not workflow.can_edit_pf_attributes()
+
+def test_get_portfolio_when_task_order_exists():
+    portfolio = PortfolioFactory.create()
+    task_order = TaskOrderFactory(portfolio=portfolio)
+    assert portfolio.num_task_orders > 0
+
+    workflow = ShowTaskOrderWorkflow(
+        user=task_order.creator, task_order_id=task_order.id
+    )
+    assert portfolio == workflow.get_portfolio()
+
+
+def test_get_portfolio_with_portfolio_id():
+    user = UserFactory.create()
+    portfolio = PortfolioFactory.create(owner=user)
+    workflow = ShowTaskOrderWorkflow(user=portfolio.owner)
+    assert portfolio == workflow.get_portfolio(portfolio_id=portfolio.id)
+
+
 # TODO: this test will need to be more complicated when we add validation to
 # the forms
 def test_create_new_task_order(client, user_session, pdf_upload):