Using Portfolios

Portfolios are collections of projects with similar criteria, such as goals, locations, and the type of work. Individual projects can be added to more than one portfolio.

To create a portfolio:

1. On the Portfolios record page, click New.
2. Enter the name of your portfolio, and a description if needed.
3. Select the portfolio currency.
4. Click Save.

To add portfolio items to your portfolio:

1. On the Portfolio record, go to the Related tab.
2. Click New In the Portfolio Items related list.
3. Select the project to include in this portfolio. You can also select a currency for the project.
4. Click Save, or Save and New to add more projects to your portfolio.

Your portfolio is now created and contains projects.

Note:

You must be assigned the required permissions to use portfolios. Contact your administrator for more information.