Assigning Projects to a Portfolio
When comparing portfolios on the Portfolio Analysis page, you can assign a project to the selected portfolio in either half of the page.
To assign a project to the selected portfolio:
- Open a portfolio in the Portfolios section using one of the following methods:
- Click
Portfolios to open the last portfolio you were working with. - Click the
Portfolios menu and choose one of the most-recently used portfolios. - Click the
Portfolios menu and choose Open Portfolio to select a group of projects by portfolio type, EPS node, or project code.
- On the Portfolios navigation bar, click
Portfolio Analysis. - On the Portfolio Analysis page:
- In either work area, choose a scorecard view in from the View list.
- In the same work area, select <Latest Data> from the Scenario field list.
- In the same work area, click
Assign a Project to this Portfolio
- In the Select Project dialog select a project, then click Assign.
Tips
- You cannot assign a project to a portfolio when displaying a scenario; you must select <Latest Data>.
- The selected portfolio must be manually-administered; you cannot assign a project to a filtered portfolio.
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