Modifying a Project's Portfolio is a straightforward process that gives you control over how Projects are organized and managed within your organization.
The Portfolio and Project Workflow fields are independent, allowing a single Portfolio to include Projects assigned to different Workflows. As a result, you can update the Portfolio without automatically affecting the Project's Workflow.
This article details the steps to update the Portfolio field on a Project.
- From the Icon Bar click Project List
. - From the Project List page, select the Project you wish to edit by following one of these steps:
- Click the Project context menu button
to expand it. From the available options click Edit.
OR - Click the name of the Project you wish to access.
Tip: Use the search capability for an efficient way of finding the specific project. For further details refer to Searching for a Project within the Project List page.
- Click the Project context menu button
- On the Project Edit page, select the Browse button next to the Portfolio field.
- In the Portfolio List dialog box, select the required Portfolio.
- After selecting a Portfolio, one of the following will occur:
- If the selected Portfolio’s Project Workflow matches the Project’s current Workflow, the dialog box closes automatically, and the selected Portfolio appears in the field.
- If the selected Portfolio’s Project Workflow differs from the current Workflow, a confirmation message appears: Do you want to update this Project's current Workflow to the selected Portfolio's Project Workflow?
- Select Yes to update both the Portfolio and Workflow fields.
- Select No to update only the Portfolio; the Workflow remains unchanged.
- Click Save to apply your changes.