Create a Portfolio

Create a Portfolio Video

Create a portfolio, and then add a combination of projects, programs, and sub-portfolios to the portfolio. The Portfolios page displays a list of all the portfolios in the workspace. Portfolios are created on the Portfolios page, and can be configured from the Portfolios page or from the Summary & Settings within the portfolio.

To create a portfolio:

1. Add a Portfolio
2. Add a project, program, or existing portfolio to a portfolio:
   • Add a Project to a Portfolio
   • Add a Program to a Portfolio
   • Add a Portfolio to a Portfolio
3. Configure Portfolio Details