Add projects to a portfolio

  1. Choose Enterprise, Project Portfolios.
  2. Select the portfolio to which you want to add projects.
  3. Click the Projects tab.
  4. Click Assign.
  5. Select the projects you want to add.

    To add multiple projects, hold down the Ctrl key, then click each project you want to add to the portfolio. All projects the user has access to are listed, not just those in the current portfolio.
  6. Click Assign.
  7. Click Close.

Note



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Last Published Thursday, January 12, 2023