Configuring Portfolios (WBS)
A Portfolio groups projects of similar type. It is an optional step and can be used as an extra level of categorization to similar projects together and manage them efficiently. Reports may also be generated on a per portfolio basis.
is a way to group similar projects under a category called a Portfolio. This step is optional but useful for organizing and managing related projects more efficiently. Portfolios provide an extra level of structure that helps streamline oversight, align work with organizational goals, and improve resource planning. You can also generate reports based on individual portfolios to get a consolidated view of project performance. Several tools support portfolio configuration, including options for creating and editing portfolios, associating projects, filtering views, setting scopes, and adding notes or statuses. For more details, see the topics on the Portfolios list page, associating and filtering projects, project summaries, and managing portfolio status.
For further details refer to: