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:

In the context selector, select Portfolios.
In the context selector:
- Click Open Portfolio to select a group of projects by portfolio type, EPS node, or project code.
- Or choose a portfolio in the Most Recently Used list.
On the Navigation Menu, expand Portfolios and select Portfolio Analysis.
On the Portfolio Analysis page, click Assign a project to this portfolio
In the Select Project dialog box select a project and then click Select.

Tip

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