Create
Create and define new project portfolios.
From navigation menu go to: Portfolio > My portfolio
Click on Add portfolio + to create a new portfolio
Define portfolio details:
– Enter a portfolio Name
– Select a parent Category for your portfolio (if it is a new portfolio or a sub-portfolio to an existing one or a sub-sub portfolio…)
– Add members to the Steering committee (note that only members with access to the portfolio can be added here)
– Allocate a portfolio Budget (anything from 0 to the amount desired)
– Select the Projects that are part of this portfolio (note that any one project can only be assigned to one portfolio)
-Optionally add a Description for your portfolioClick Save to confirm the information entered and create a new portfolio
The new portfolio will automatically be added to your list of portfolios
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