Manage Portfolios

A portfolio in project management refers to a grouping of projects and programs. The purpose of creating and managing a portfolio is to ensure that the business is taking on the right projects, and to make sure that they align with the company's values, strategies and goals.

To manage portfolios

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. Under Organization, click Portfolios.
   The Project Portfolios page is displayed.

3. To insert a Portfolio, click the arrow next to the Plus icon for the required portfolio.
   A drop-down menu is displayed.

Note: You can click the Edit or Delete icons to modify/delete the required Portfolio.

4. Select Portfolio (At Top) or Portfolio (At Bottom) as required.

5. In the Name field, type the portfolio name required.
6. Click the green Save icon to save new portfolio.

7. Click Save.