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Adding Projects to a Portfolio

Projects are typically added to Portfolios when they are initiated. However, they can be added to a portfolio at any time after they are created. 

The project will remain a part of the portfolio until it is removed or associated with another portfolio.

You 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 Add Projects and select what type of project to add.
    Select from the following options:

    • Existing Project

    • New Project

    • Import a project from MS Project

    • Request Project

    • New Project created from a template

  3. Select the project or projects that need to be associated with the portfolio. 

  4. Click Add Projects.
    The project or projects you selected are now associated with the portfolio. 
This article last updated on 2018-06-21 13:08:21 UTC