Oracle Primavera Cloud Help

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.
  2. In the object selector, beside a portfolio name, select , and then select View Summary & Settings.
  3. On the Summary & Settings page, select Details.