Use the Create Portfolio page to create a project group, called a portfolio, for your own use or for sharing with other users. Use portfolios to group projects that are most relevant to you so you can review and analyze data at a summary level.
To create a portfolio, specify the following information, then click Save.
Project Portfolio Name - type a unique portfolio name, maximum of 40 characters. The portfolio name must be unique according to its access type, that is, user specific or global. For example, two users could have a portfolio with the same name, but no two global portfolios can have the same name.
Manage this portfolio - specify whether you want to select projects to add to the portfolio (Manually) or add projects based on specific criteria (by Filter).
- To manually add projects, move them to the Selected Projects list.
- To add projects by filtering, specify the criteria you want to use. When you use filtering to build a portfolio, you can specify values for standard database fields as well as user-defined fields to determine which projects are added.
Tip: To search for a specific project,
click
.
To close the search window, click the icon again.
Note: When you create a portfolio by Filter, the group
of projects included is static. That is, the portfolio will contain all
projects that meet the filter criteria when you first create it. To later
update the contents of the portfolio, you can refresh it
from any dashboard that uses the portfolio as the dashboard filter, or from the Portfolios > Details page. For detailed information, Refresh a filtered portfolio for more information.
This portfolio is available to - specify user access to the portfolio. You can create the portfolio for yourself (Current User) or for another user you select. If you have the required security privilege, you can also create global portfolios, which are available to all users.