About Portfolios

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

Note:

You must have the required custom settings to use portfolios. Contact your administrator for more information.

Portfolios can be used with the Delivery Tracker for an enhanced overview of current work.

For more information on creating portfolios, see Using Portfolios.

You can dynamically manage your portfolio by using rules. For more information, see Creating Portfolio Rules.