Manage Portfolios in a Portfolio

Existing portfolios can be added manually to another portfolio as sub-portfolios. Filters are not used to select sub-portfolios.

A sub-portfolio must belong to the containing portfolio’s workspace or a child workspace. A portfolio can belong to multiple portfolios.

To manage portfolios in a portfolio:

  1. In the object selector, select Portfolio, and then select View Portfolios List.
  2. Select a portfolio name.
  3. In the Portfolio List detail window, select Edit.
  4. In the Edit Portfolio List dialog box, choose an available portfolio to add.
  5. Select OK.
  6. Select Save.

Tip

  • You can also access the portfolio’s membership list through View Summary & Settings, and then Details.

Last Published Monday, October 19, 2026