Create a portfolio

Create a portfolio to group related projects together.

  1. Navigate to one of the following:
    1. Project > Settings > Portfolios
    2. Demand > Settings > Portfolios
  2. Click New.
  3. Enter a unique Name that summarizes the projects and demands included in this portfolio.
  4. Enter a Description for the portfolio that adequately explains the various projects and demands attached to it.
  5. Click Create Portfolio.
    Table 1. The Portfolio form
    Field Description
    Name The name of the portfolio.
    Description A detailed description of the portfolio that summarizes the included projects and demands.
    Related Links
    Demand Workbench Opens the demand workbench.
    Portfolio Status Displays the Portfolio Status list. These project views are typically used for reporting purposes to add the view to a portfolio dashboard. Project views are often associated with an actual project record and contain some of the same data, such as the planned start and end dates.

    To create a new project view, click this related link and then click New on the Portfolio Project form.

    Related Lists
    Demands Lists the demands included in the portfolio. Click the New button to create a new demand. Click the Edit button to add existing demands to the portfolio.
    Projects Lists the projects included in the portfolio. Click the New button to create a new projects. Click the Edit button to add existing projects to the portfolio.