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Assign a project to an existing portfolio

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When analyzing or comparing data for a portfolio on the Portfolios > Portfolio Analysis page, you can assign a project to the selected portfolio in either section of the page when that section displays a scorecard view and the latest summarized data.

Note: You can only assign a project to a manually-administered portfolio; you cannot assign a project to an EPS or project code group, or to a filtered portfolio. Additionally, you must have the required security privilege to assign a project to a global portfolio.

To assign a project to the selected portfolio

  1. Open the project group you want to work with in the Portfolios section.
  2. Click Portfolio Analysis on the Portfolios toolbar to display the Portfolio Analysis page.
  3. In either section of the page, from the View list, choose a scorecard view associated with the open portfolio.
  4. In the same section of the page in which you selected a scorecard view, choose <Latest Data> from the Scenario list.
Note: You cannot assign a project to a portfolio when displaying a scenario.
  1. Click Assign Project to Portfolio.
  2. Select the project you want to assign, then click Assign.

The Select Project dialog lists all projects you have rights to access.