Configure Portfolio Details

Configure portfolio details to add important details to your portfolio, such as assigning user access, adding files, and assigning a manager.

To configure portfolio details:

• Set a Portfolio's Project and Program Lists to Refresh Automatically
• Assign a User or User Group Access to a Portfolio
• Assign User Roles to a Workspace, Portfolio, or Project
• Assign a Manager to a Portfolio
• Add a File to the File List
• Add a Dependency to a Project
• Add an Image to a Portfolio
• Set the Budget Planning Options for a Portfolio
• Update a Portfolio Measure Target and Actual Value Manually
• Delete a Portfolio