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.

Click Manage Portfolio to open the Manage Portfolio window, where you can preview the projects you've added through the related list or by adding rules.

For more information on creating portfolio rules, see Creating Portfolio Rules.

Note:

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

Dynamic Portfolio Management

You can update your portfolio to ensure all projects that align with the rules created for your portfolio are included, and those that do not are removed.

To update your portfolio, select Update Portfolio from the quick actions on the Portfolio record page. This displays the Update Portfolio window. Click Update and your portfolio refreshes.

For more information on portfolio rules, see Creating Portfolio Rules.