About Portfolios
A portfolio is a collection of projects. Group projects into portfolios so you can easily view data from more than one project at a time. For example, you might filter a dashboard by a portfolio to view a wide range of information for multiple related projects at one time.
In a more strategic sense, you should group projects and programs together to facilitate the effective new product development and management of those projects to optimize your organization's success at meeting business objectives.
Using portfolios, you can review summary data and status information for the group as a whole or for individual projects in a portfolio.
You can create portfolios for your own use or for sharing with other users. You can also create multiple user portfolios, which are available to a selected set of users and global portfolios, which are available to all users.
Portfolio views, such as pie charts, enable you to compare portfolios visually. For example, compare costs for all projects in region A (one portfolio) against those in region B (another portfolio).
Last Published Wednesday, July 10, 2024