Add a Project to a Portfolio

Add projects to portfolios by creating filters. Projects added to a portfolio must belong to the same workspace as the portfolio or a child workspace. Projects can belong to multiple portfolios.

To add a project to a portfolio:

1. In the object selector, select  Portfolio, and then select View Portfolios List.
2. In the table, select the portfolio.
3. In the Project List detail window, select  Edit Filter.
4. In the Set Filter Criteria dialog box, select the criteria for including projects in the portfolio.
5. Select Assign.
6. Select Save.

Tips

• Select  Refresh Portfolio to refresh the project list, or it can be set to refresh automatically. The project list also updates when the filter is modified.
• If a project no longer meets the filter criteria, but is included in an approved portfolio budget plan, it will remain in the portfolio's project list.
• For best performance, it is recommended to limit the number of projects in a portfolio to 10,000. Adjust the filter criteria to reduce the number of included projects.

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.