Creating Portfolios
Perform these steps to create a new group of projects called a portfolio. When creating a portfolio, decide whether you want to hand pick the projects that it will comprise (manual), or if you want the application to create the set of projects in your portfolio based on your filter criteria (automatic). Either way, you can change these settings at any time.
To create a portfolio:
- From the
Portfolios menu, select Manage Portfolios. - On the Manage Portfolios page, click Create Project Portfolio.
- On the Create Portfolio page:
- In the Project Portfolio Name field, enter a unique portfolio name.
- In the Manage this portfolio area, decide if you want to add projects to the portfolio manually or automatically using a filter. The fields on the Create Portfolio page will adjust based on your selections.
- If you selected Manually, add the projects you want to include from the Available Projects list to the Selected Projects list.
- If you selected By Filter, enter your filter criteria.
- Configure access to the portfolio by making a selection from the This portfolio is available to options.
- To restrict access to the new portfolio to only you, select Current User.
- To designate a global portfolio, select All Users.
- To restrict access to only another user, select Another User, and make a selection from the Select a User dialog box.
- Click Save.
Tips
- To edit a portfolio, including its projects or filter criteria, click Details.
- There are two alternate ways to create a portfolio:
- Click Portfolios, click Portfolio Analysis, and then select a scorecard in the View field. From the toolbar, click Create Portfolio from Selected Projects.
- Click Portfolios, click Capacity Planning, and then click Create Portfolio from Selected Projects.
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