Manage Programs in a Portfolio

Programs can be added to a portfolio manually or using filters. To remove a manually added program, change the selected program list. For programs included by a filter, modify the criteria to exclude the program.

Programs must belong to the portfolio’s workspace or a child workspace. A program can belong to multiple portfolios.

To manage programs in a portfolio:

  1. In the object selector, select Portfolio, and then select View Portfolios List.
  2. Select a portfolio name.
  3. In the Program List detail window, select Manage Programs.
  4. In the Manage Programs dialog box, select an option:
    • Manual Selection: Move programs between Available and Selected to add or remove them.
    • Filter: Adjust the criteria to include or exclude programs.
  5. In the Manage Programs dialog box, select Save.
  6. On the Portfolios page, select Save.
  7. Select Save.

Tips

  • To remove every manually selected program, select Remove in the Manage Programs dialog box.
  • For a filtered program list, select Refresh to update membership or configure automatic refresh. Refreshing from either Project List or Program List refreshes both lists. Oracle refresh guidance.

Last Published Monday, October 19, 2026