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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:

  1. 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.
  2. On the Portfolios navigation bar, click "" Portfolio Analysis.
  3. On the Portfolio Analysis page:
    1. In either work area, choose a scorecard view in from the View list.

    2. In the same work area, select <Latest Data> from the Scenario field list.
    3. In the same work area, click "" Assign a Project to this Portfolio
  4. 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.

Related Topics

Working with Portfolios

Creating Portfolios

Creating Projects While Working with Portfolios

Creating Projects in a Portfolio View Scorecard Portlet

Creating Projects on the Portfolio Analysis Page

Defining Performance Thresholds

Portfolio Analysis Page


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