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.
Portfolio Bulk Edit
Column & Title
|A. Portfolio||The name of the project portfolio.|
Column & Title
|A. Portfolio||The name of the project portfolio the sub-portfolio applies to. The portfolio must be listed in the Portfolio tab for the row to be processed.|
|B. SubPortfolio||The name of the project sub-portfolio.|