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:
- In either work area, choose a scorecard portfolio view from the View list.
- 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>.
Related Topics
Creating Projects While Working with Portfolios
Creating Projects in a Portfolio View Scorecard Portlet
Creating Projects on the Portfolio Analysis Page
Defining Performance Thresholds
Last Published Tuesday, March 26, 2024