Portfolios

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Portfolios
A portfolio consists of projects grouped together in some way that is meaningful to you. For example, one portfolio might contain projects that are the responsibility of a specific business unit, while another portfolio contains only projects budgeted for the next fiscal year. Use portfolios to limit the amount of data you display in the Open Project dialog box and Projects window. Only project data for the projects in the selected portfolio is loaded.

Create a portfolio
1. Choose Enterprise, Project Portfolios. 2. Click Add. 3. Type a name to identify the portfolio. 4. Click the General tab and choose which users you want to have access to the portfolio. If you select Another User, click in the User field, then select a specific username. You can also type a description for the portfolio in the General tab. 5. Click the Projects tab and add projects to the portfolio. 6. Click Close. Note

To display portfolio details in the lower portion of the Project Portfolios dialog box, click the Display Options bar, then choose Details.

Add projects to a portfolio

1. Choose Enterprise, Project Portfolios. 2. Select the portfolio to which you want to add projects. 3. Click the Projects tab. 4. Click Assign. 5. Select the projects you want to add. To add multiple projects, hold down the Ctrl key, then click each project you want to add to

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the portfolio. All projects the user has access to are listed, not just those in the current portfolio. 6. Click Assign. 7. Click Close. Note

To add a project, you must have edit rights to the selected portfolio.

Remove projects from a portfolio

1. Choose Enterprise, Project Portfolios. 2. Select the portfolio from which you want to remove projects. 3. Click the Projects tab. 4. Select the projects you want to remove. To remove multiple projects, hold down the Ctrl key, then click each project you want to remove from the portfolio. 5. Click Remove. 6. Click Yes.

Change a portfolio name

1. Choose Enterprise, Project Portfolios. 2. Select the portfolio whose name you want to change, then click the General tab. To display portfolio details in the lower half of the Project Portfolios dialog box, click the Display Options bar, then choose Details. 3. In the Name field, type a new name for the portfolio.

Change the current portfolio

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1. Choose File, Select Project Portfolio. 2. Select the portfolio you want to open. 3. Click OK. 4. Click Yes. Note

All projects currently open will be closed.

Delete a portfolio
1. Choose Enterprise, Project Portfolios. 2. Select the portfolio you want to delete. 3. Click Delete. 4. Click Yes. Note

If a user is working within a portfolio you delete, the user will not see an immediate impact. When the user chooses Refresh, a message will indicate that the portfolio has been deleted. If a new portfolio is not selected, all projects are loaded.

View portfolio details

1. Choose Enterprise, Project Portfolios. 2. Select the portfolio whose details you want to review. To display portfolio details in the lower half of the Project Portfolios dialog box, click the Display Options bar, then choose Details. 3. Click the General tab to view user access rights and a description of the portfolio. 4. Click the Projects tab to view the projects included in the portfolio.