A review of portfolio actions available in Workfront for each license type.
portfolios and program permissions. Access is inherited by object hierarchy. If a user has access to the portfolio, they will have access to all underneath it, in both p and projects. The table provided below displays the portfolio actions can assign to users for each license type.access controls the actions for both
It is important to keep in mind that some object rights (e.g. document folders, projects, and the Portfolio Optimizer) are tied to permissions on that specific object. For example, when sharing access to a Portfolio, a user will need to be given manage rights to delete a program.
Actions by License Type
|Edit Portfolio/Program Details||✓|
|Attach Custom Form||✓|
|Edit Custom Fields||✓|
* These permissions are controlled by the access level and permissions of the project.