Add a Portfolio to a Portfolio

Portfolios can be manually added to portfolios to create a portfolio of portfolios or a portfolio with a combination of projects and portfolios. Portfolios added to a portfolio must belong to the same workspace or a child workspace of the parent portfolio. A portfolio can belong to multiple portfolios.

To add a portfolio to a portfolio:

1. In the object selector, select  Portfolio, and then select View Portfolios List.
2. In the table, select the portfolio name.
3. Select the Portfolio List detail window.
4. In the Portfolio List detail window, select  Edit.
5. In the Edit Portfolio List dialog box, select an available portfolio, and select OK.
6. Select Save.

You can also perform this task from the Summary & Settings page for the object in Primavera Cloud:

1. In the object selector, select  Portfolio, and then select View Portfolios List.
2. Select a portfolio name.
3. From the  Main Menu, select  Summary & Settings.
4. On the Summary & Settings page, select Details.