Create a Portfolio

Create a portfolio, and then add a combination of projects, programs, and sub-portfolios to the portfolio. Portfolios are created in the Portfolios inventory panel. They can be configured from the Portfolios inventory panel or from the Summary & Settings within the portfolio.

To create a portfolio:

  1. Add a Portfolio
  2. Add a project, program, or existing portfolio to a portfolio:
  3. Set a Portfolio's Project and Program Lists to Refresh Automatically

Last Published Monday, June 24, 2024