Creating Portfolios

Perform these steps to create a new group of projects called a portfolio. When creating a portfolio, decide whether you want to hand pick the projects that it will comprise (manual), or if you want the application to create the set of projects in your portfolio based on your filter criteria (automatic). Either way, you can change these settings at any time.

To create a portfolio:

From the Portfolios menu, select Manage Portfolios.
In the Manage Portfolios dialog box:
1. In the Portfolios list:
  - Hover over a group representing the type of portfolio you want to create, Global, Multple Users or User.
  - Click Row Actions and select Add.
2. Select Manual or By Filter.
  - If you selected Manual, add the projects you want to include from the Available Projects list to the Selected Projects list.
  - If you selected By Filter, enter your filter criteria.
3. If you added the portfolio in the Multiple Users group, select Access and configure access to the portfolio by making a selection from the Available Users list.
4. Click Save.

Tips

There are two alternate ways to create a portfolio:
- Click Portfolios, click Portfolio Analysis, and then select a scorecard in the View field. From the toolbar, click Create Portfolio from Selected Projects.
- Click Portfolios, click Capacity Planning, and then click Create Portfolio from Selected Projects.

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