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Access the Portfolio workbench

Access the Portfolio workbench

When you access the portfolio workbench, the dashboard displays a list of all the portfolios.

Before you begin

Required role: it_portfolio_manager

About this task

You can access the portfolio workbench in one of these ways:

  • Click the Portfolio Workbench related link on the Portfolio form.
  • Navigate to:
    1. Project > Portfolios > Workbench.
    2. Click the configuration icon () and select the colors for projects, tasks, portfolios, and so on. The workbench uses these colors to display the items in the portfolio in the Gantt chart in timeline view.
      Figure 1. Dashboard configuration
      Dashboard configuration
    3. Click the portfolio you want to open.

This site is scheduled for a small content update on Monday, November 19th, between the hours of 3:30pm and 5:00pm Pacific Time (Nov 19 23:30 – Nov 20 1:00 UTC). Acces to this site may be slightly delayed during that time.