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:

1. In the context selector, select Portfolios.
2. 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.
3. On the Navigation Menu, expand Portfolios and select Portfolio Analysis.
4. On the Portfolio Analysis page, click Assign a project to this portfolio
5. 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>.