User roles: ✔ Application Administrator ✔ Project Administrator
Portfolios are a collection of projects and programs that are managed as a group to achieve strategic objectives. Portfolios can be broken down into multiple sub-portfolios.
In this article we will explain how to configure the list of portfolios and sub-portfolios.
Navigate to 'Administration Console' from the drop-down menu under your Avatar.
From the Administration Console, navigate to the 'Project Settings' section of the page and select Portfolio Management.
You will be presented with the following page.
|The Portfolio tab lists all the portfolios that have been set up. You can add, rename or delete portfolio names.|
|The SubPortfolio tab displays all sub-portfolios grouped by portfolios. Again you can add, rename or delete sub-portfolios.|
To add a new portfolio, select the Portfolio tab and click on Add Item.
To add a new sub-portfolio, select the SubPortfolio tab and click on Add Item. You will need to select the portfolio the new sub-portfolio falls under.
Note that if the Portfolio and SubPortfolio terminology has been renamed in the Activity Setup configuration page, the new terminology will be displayed on this page.