Set a Portfolio's Project and Program Lists to Refresh Automatically

Projects are added to portfolios using filters, and programs can be added manually or using filters. The portfolio's project list and program list (with filters) can be set to refresh automatically on a set schedule. The selected frequency applies to both lists.

To refresh the project and program list in a portfolio automatically:

In the object selector, select  Portfolios, and then select View All Portfolios.
In the table, select a portfolio, and select the Project List or Program List detail window.
In the detail window, select  Settings.
Note: This option is only visible in the Program List detail window if programs are added using filters.
In the Settings panel, on the Automatic Refresh tab, select Automatically Refresh Portfolio to enable the setting.
In the Refresh Frequency list, select how often the portfolio list should refresh.
In the Settings panel, select Apply.
Select Save.
In the inventory panel, select  Close.

Tips

To manually refresh the portfolio's lists, in the Project List or Program List detail window, select  Refresh. This will refresh both the project list and program list. The last refresh date is displayed in both detail windows.

You can also perform this task from the Summary & Settings panel for the object in Primavera Cloud:

In the object selector, select a portfolio.
In the sidebar, select  Summary & Settings.
On the Summary & Settings menu, select Details.

Next: Assign a User or User Group Access to a Portfolio