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:

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.
On the Portfolios navigation bar, click Portfolio Analysis.
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
In the Select Project dialog box select a project and then click Assign.
Click Select.

Tips

You cannot assign a project to a portfolio when displaying a scenario; you must select <Latest Data>.