Associate a Measure with a Portfolio

Before a measure can be used to track data on projects or programs in a portfolio, it must first be associated with the portfolio. This will also make the measure available to add to views on pages where portfolio measures are supported.

To associate a measure with a portfolio:

  1. In the object selector, select Workspace.
  2. In the object selector, beside a workspace name, select , and then select View Summary & Settings.
  3. On the Summary & Settings page, select Dictionaries, and then select Measures.
  4. In the table, select the measure.
  5. Select the Portfolios detail window.
  6. Select Link.
  7. In the Link Portfolios dialog box, select one or more portfolios, and then select Link.
  8. Select Save.

You can also perform this task from the Portfolios page:

  1. In the object selector, select Portfolio, and then select View Portfolios List.
  2. In the table, select the portfolio, and select the Measures detail window.

This setting is used in the following apps:

Portfolio Analysis
Strategic Alignment

Last Published Monday, September 15, 2025