Manage Projects in a Portfolio

Filter criteria determine the list of projects included in a portfolio. To remove a project from a portfolio without deleting the project, modify the filter so that the project no longer meets the criteria. For example, exclude a project by name, status, or another project attribute used in the portfolio filter.

Projects in a portfolio must belong to the same workspace as the portfolio or to a child workspace. A project can belong to multiple portfolios.

To manage projects in a portfolio:

  1. In the object selector, select Portfolio, and then select View Portfolios List.
  2. Select a portfolio name.
  3. In the Project List detail window, select Edit Filter.
  4. In the Set Filter Criteria dialog box, modify the filter criteria to include or exclude projects. To remove a project, modify the criteria so that the project no longer meets them.
  5. Select Assign.
  6. Select Save.

Tips

  • To update the project list immediately after modifying the filter, select "" Refresh Portfolio. You can also configure the list to refresh automatically.
  • If you use budget planning or resource planning scenarios, refresh the portfolio filter in each scenario to ensure that the scenario uses the current project list.
  • If a project no longer meets the filter criteria but is included in an approved portfolio budget plan, the project remains in the portfolio project list.
  • Removing a project from a portfolio does not delete the project. To permanently delete a project or mark it inactive see Delete a Project.

Last Published Monday, October 19, 2026