Add a Program to a Portfolio

Programs can be added to portfolios manually or using filters. Programs added to a portfolio must belong to the same workspace as the portfolio or a child workspace. A program can belong to multiple portfolios.

To add a program to a portfolio:

1. In the object selector, select  Portfolio, and then select View Portfolios List.
2. In the table, select the portfolio.
3. Select the Program List detail window.
4. Select Manage Programs.
5. In the Manage Programs dialog box, select one of the following options to define how programs are added to the portfolio:
   • Manual Selection: Manually add programs from the Available section to the Selected section.
   • Filter: Specify the filtering criteria for including programs in the portfolio.

     Note: To search by program name, select Program name from the filter criteria and enter the program name in the text-based search field.

6. In the Manage Programs dialog box, select Save.
7. Select Save.

Tips

• If programs are added to the portfolio using a filter, you can update the program list manually by selecting  Refresh, or by setting the list to refresh automatically. The list also updates when the filter is modified.
• If you switch from using filters to manual selection, you can choose to add the programs previously captured by the filter to the manually selected list.
• To remove a manually added program from the portfolio, move it from the Selected list to the Available list in the Manage Programs dialog box. To remove all manually added programs from the portfolio, in the Manage Programs dialog box, select Remove.

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.