You create a portfolio to include your current and proposed investments, and then you can configure the portfolio.
Create a portfolio
Follow the steps below to create a portfolio.
To create a portfolio:
Prerequisite: To create a portfolio, you must have the Create Portfolios access grant.
From the PPM menu, select Open > Portfolio Management.
The My Portfolios page opens. This is the page where all your portfolios are listed.
Click and select the portfolio type of which you want to create a portfolio.
Provide the information for the portfolio:
Field Description Portfolio Name Give the portfolio a unique name. Portfolio Manager
Select one or more resources to assign as the portfolio managers.
Only users that have the Edit Portfolio or Edit All Portfolios access grant can be selected as portfolio managers.
This field lists the portfolio type you selected in step 2.
If you want to use another portfolio type, use the drop-down list to select the desired one.
To go to a portfolio page:
If you are the portfolio manager,
Click Open > Portfolio Management, and go to the My Portfolios page.
If you have more than eight portfolios, they are by default displayed in the Table view. Otherwise, your portfolios are displayed in the Card view.
- Click the portfolio name.
If you are not the portfolio manager but have the access to view or edit the portfolio,
Click Open > Portfolio Management, and go to the All Portfolios page.
- Click the portfolio name.
- Search the portfolio by name in the search box, and press Enter.
- Click the portfolio from the result.
Adjust portfolio settings
You can adjust the overridable settings of a portfolio.
To adjust portfolio settings:
Prerequisites: You are the portfolio manager, or you have the Edit All Portfolios access grant.
- Open a portfolio whose settings you want to adjust.
In the top right corner, click ... > Portfolio Settings to open the Portfolio Settings page.
In the General section, make necessary changes.
Adjust the overridable settings of the portfolio.
If there is a lock in a setting, it means portfolio managers are not allowed to adjust it.
For details about each setting, see the following:
Click Save to save the changes and close the Portfolio Settings page.
Delete an empty portfolio
You can delete an empty portfolio.
To delete a portfolio:
The portfolio is empty when it contains no contents (subportfolios, programs, proposals, projects, and assets), epics, or business goals.
You have access to edit the portfolio.
From the portfolio page, click ... > Delete Portfolio in the top right corner.
If the portfolio has contents, epics, or business goals, you need to delete them before deleting the portfolio.
- Click Yes to confirm.
Export portfolio to Excel
You can export a portfolio to Excel.
To export a portfolio to Excel, click the Export to Excel button in the top right corner of the portfolio page.
Only part of the portfolio data is exported to Excel:
|What is displayed in portfolio page||Exported to Excel worksheet|
|Portfolio name, portfolio managers, and parent portfolio||Overview|
|Contents tab, Subportfolios section||Subportfolios|
|Contents tab, Programs section||Direct Programs|
|Contents tab, Proposals/Projects/Assets section||Direct Proposals Projects Assets|
The years shown on the Subportfolios, Direct Programs, and Direct Proposals/Projects/Assets worksheets in the exported Excel file are the years that were selected for display on those sections of the portfolio.
Only the columns you select to display are exported, and they are exported in the same order as they are displayed. If data exists but is not displayed in particular places in the portfolio, for example, because of field level security, that data is not exported to the spreadsheet.