Add users to a portfolio

  1. Choose Enterprise, Project Portfolios.
  2. Select the portfolio to which you want to add users.
  3. Click the User Access tab.
  4. Click Assign.
  5. Select the users you want to add.
  6. Click Assign.
  7. Click Close.

    Note:

    • To add a user, you must be the owner of the selected portfolio. You are the owner if you created the portfolio.

Last Published Thursday, April 3, 2025