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
- Open the project group you want to work with in the Portfolios section.
- Click
on the Portfolios toolbar to display the Portfolio Analysis page.
- In either section of the page, from the View list, choose a scorecard view associated with the open portfolio.
- 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.
- Click
.
- Select the project you want to assign, then click Assign.
The Select Project dialog lists all projects you have rights to access.