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Portfolio Details page

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Use the Portfolios > Details page to modify the open portfolio.

If you edit any of the following portfolio details, click Save to update the portfolio.

Project Portfolio Name - this must be unique and a 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 of a single user's portfolios or 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).

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.