Add a Portfolio
Add portfolios to monitor the health and status of groups of related projects, programs, and sub-portfolios. You can also use portfolios to facilitate multi-year budget and resource planning on projects in the portfolio.
To add a portfolio:
- In the object selector, select Portfolios, and then select Add Portfolio.
- In the Add Portfolio dialog box, enter a name for the portfolio.
- (Optional) Enter a description.
- Select Add.
- In the inventory panel, select Close.
You can also perform this task from the Portfolios inventory panel:
- In the object selector, select Portfolios, and then select View All Portfolios.
- In the Portfolios inventory panel, select Add.
Tips
- A portfolio cannot be deleted if the portfolio contains a scenario.
Last Published Tuesday, May 21, 2024