Create a Portfolio
Create a portfolio, and then add a combination of projects, programs, and sub-portfolios to the portfolio. Portfolios are created in the Portfolios inventory panel. They can be configured from the Portfolios inventory panel or from the Summary & Settings within the portfolio.
To create a portfolio:
- Add a Portfolio
- Add a project, program, or existing portfolio to a portfolio:
- Set a Portfolio's Project and Program Lists to Refresh Automatically
- Assign a User or User Group Access to a Portfolio
- Assign User Roles to a Workspace, Portfolio, or Project
- Assign a Manager to a Portfolio
- Add a File to the File List
- Add a Dependency to a Project
- Add an Image to a Portfolio
Last Published Tuesday, May 21, 2024