Create a Portfolio

Create a Portfolio Video

Create a portfolio, and then add a combination of projects, programs, and sub-portfolios to the portfolio. Portfolios are created on the Portfolios page. They can be configured from the Portfolios page or from the Summary & Settings within the portfolio.

To create a portfolio:

1. Add a Portfolio
2. Add a project, program, or existing portfolio to a portfolio:
   • Add a Project to a Portfolio
   • Add a Program to a Portfolio
   • Add a Portfolio to a Portfolio
3. Set a Portfolio's Project and Program Lists to Refresh Automatically
4. Assign a User or User Group Access to a Portfolio
5. Assign User Roles to a Workspace, Portfolio, or Project
6. Assign a Manager to a Portfolio
7. Add a File to the File List
8. Add a Dependency to a Project
9. Add an Image to a Portfolio