The Manage Portfolios page lists all global portfolios and your personal portfolios. Use this page to review the list of projects that comprise specific portfolios and to create, modify, and delete portfolios.
To view a list of the projects in a portfolio, click the arrow icon to the right of the portfolio name. An arrow icon appears only if you have access rights to projects within the portfolio.
To modify a portfolio, click the portfolio name.
To delete a portfolio, click the Delete link that appears to the far right of the portfolio name.
Note: If you do not have security privileges to edit global portfolios, the portfolio name is not a link and the Delete link does not appear.
To add a new portfolio, click Create Project Portfolio.
Field Definitions
- Portfolios
- The name of the portfolio. For your personal portfolios, the name is a link to details you can modify. For global portfolios, the name is a link only if you have the security privilege required for editing.
- Projects
- To view a list of all projects contained
in a selected portfolio, click
.
- Available to
- Specifies whether the portfolio is available to an individual user or globally to those with the appropriate access rights.
- # of Projects
- Lists the number of projects you have access to within a portfolio.