Create a portfolio

  1. Choose Enterprise, Project Portfolios.
  2. Click Add.
  3. Type a name to identify the portfolio.
  4. Click the General tab and choose which users you want to have access to the portfolio. If you select Shared Users, click the User Access tab and add users to the portfolio.

    You can also type a description for the portfolio in the General tab.
  5. Click the Projects tab and add projects to the portfolio.
  6. Click Close.

Note

Related Topics

Add projects to a portfolio



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Last Published Thursday, January 12, 2023