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Portfolio Access

Overview

A review of portfolio actions available in Workfront for each license type

Details

Portfolios access controls the actions for both portfolios and program permissions. Access is inherited by object hierarchy. If a user has access to the portfolio, they will have access to all objects underneath it, in both programs and projects. The table provided below displays the portfolio actions system administrators can assign to users for each license type. 

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

 

Actions
(Access Level)

Plan
(Edit)

Work
(View)

Review
(View)

Request
(No Access)

External
(No Access)

Create Portfolio/Program        
Edit Portfolio/Program Details        
View Portfolio/Program    
Delete Portfolio        
Attach Custom Form        
Edit Custom Fields        
Add/Remove Projects*        
Approve Projects        
Portfolio Optimization*        
Add Documents    
Updates/ Comments    
Share        
Share System-wide        

* These permissions are controlled by the access level and permissions of the project.