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Adding Projects to a Portfolio

Projects are traditionally added to Portfolios when they are initiated; however, they can be added to a portfolio at any time. The project will remain a part of the portfolio until it is removed or associated with another portfolio. Also, users must have at least View access to the portfolio in order to add a project to it.

To add a project to a portfolio:

  1. Navigate to a portfolio and select the Projects tab.

  2. Click the Add Projects button and choose what type of project to add. New (all project types available) or existing projects can be added.  

  3. Choose the project(s) to be associated with the portfolio.