Assigning Projects to a Portfolio

When comparing portfolios on the Portfolio Analysis page, you can assign a project to the selected portfolio in either half of the page.

To assign a project to the selected portfolio:

  1. Open a portfolio in the Portfolios section using one of the following methods:
    • Click Portfolios to open the last portfolio you were working with.
    • Click the Portfolios menu and choose one of the most-recently used portfolios.
    • Click the Portfolios menu and choose Open Portfolio to select a group of projects by portfolio type, EPS node, or project code.
  2. On the Portfolios navigation bar, click Portfolio Analysis.
  3. On the Portfolio Analysis page:
    1. In either work area, choose a scorecard portfolio view from the View list.
    2. In the same work area, click Assign a Project to this Portfolio
  4. In the Select Project dialog box select a project and then click Assign.
  5. Click Select.

Tips

Related Topics

Working with Portfolios

Opening Portfolios

Creating Portfolios

Creating Projects While Working with Portfolios

Creating Projects in a Portfolio View Scorecard Portlet

Creating Projects on the Portfolio Analysis Page

Defining Performance Thresholds

About Portfolio Views

Working with Portfolio Views

Working with Portfolio View Scorecards

Working with Portfolio View Bubble Charts

Working with Portfolio View Pie Charts

Working with Portfolio View Histograms

About What-if Analysis

Portfolio Analysis Page



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Last Published Friday, October 1, 2021