Portfolio Management

Modified on Wed, 02 Aug 2023 at 08:39 PM

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.

Activity TypesThe 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

You can use the bulk edit functionality to create, update or delete portfolios and sub-portfolios. Select Export Portfolio & SubPortfolio under the Tools menu to download the portfolio bulk edit file. The file will be empty if no portfolios have been set up. Make the required changes and upload the updated file by selecting the Upload Portfolio & SubPortfolio menu option.

You can find the description of the file columns in the next section. Note that the portfolios and sub-portfolios listed in the uploaded file will replace the existing list of portfolios and sub-portfolios. Therefore, if you need to delete a portfolio or sub-portfolio, simply delete the corresponding row in the bulk edit file.

Column description 

The portfolio & sub-portfolio excel file contains two tabs

Portfolio Tab

Column & Title
A. PortfolioThe name of the project portfolio.

SubPortfolio Tab

Column & Title
A. PortfolioThe 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. SubPortfolioThe name of the project sub-portfolio.

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