Adding Contents to a Portfolio

Include what you plan to invest in your portfolio.

Adding Subportfolios

The portfolios added to the current portfolio as subordinates are referred to as subportfolios or child portfolios. You may want to add subportfolios to a portfolio when the current portfolio is created by a higher-level organization manager targeted for higher functional or strategic needs.

  1. In the portfolio page, click the Contents tab, Subportfolios section.

  1. Click Add, and select the desired portfolios.

    You can select portfolios:

    • which have not yet been added as subportfolios to any portfolio, and
    • to which you have edit access.
  2. Click OK.

The current portfolio could have parent portfolios and child portfolios, and its child portfolios may also have child portfolios. Cumulatively, it builds up a portfolio hierarchy in which the current portfolio may have parent portfolios or subportfolios at different higher or lower levels.

For details about portfolio hierarchy, see Portfolio Hierarchy.

Note: A portfolio can have a maximum of 40 subportfolios at the next lower level.

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Adding Programs

A program is a collection of proposals, projects, and assets, aimed for an objective that a single proposal, project, or asset cannot achieve.

  1. In the portfolio page, click the Contents tab, Programs section.

  2. Click Add.

  3. In the Search Programs window, provide search criteria, and click Search.

    You can select programs:

    • which have not yet been added to any portfolio, and
    • which have Portfolio Management enabled in program settings, and
    • to which you have view access.

  4. Select the desired programs, and click Add.

Note: A portfolio can have a maximum of 250 programs.

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Adding Proposals, Projects, and Assets

Proposals, projects, and assets added to the portfolio are known as "direct" proposals, projects, and assets, distinct from the ones in the portfolio's subportfolios and programs.

  1. In the portfolio page, click the Contents tab, Proposals/Projects/Assets section.
  2. Click Add.

  3. In the Add New Proposals/Projects/Assets window, do one of the following:

    • Add by name:

      1. In the Add Specific Items section, use the autocompletes for the Include Proposals, Include Projects, and Include Assets fields to select items.
      2. Click Add.

    • Add by criteria:

      1. In the Search For Proposals/Projects/Assets To Add section, complete the fields as needed.

        The Status filter becomes enabled when you select one request type for the Request Type field.

        The Show Advanced Filters button becomes enabled when you select one or more values for the Request Type field. Fields that are common to all the selected request types are used as advanced filters.

      2. Click Search.
      3. In the Add New Proposals/Projects/Assets window, select items.
      4. Click Add.

    You can select proposals, projects, and assets:

    • which have not yet been added to any portfolio or any portfolio's program, and
    • to which you have view access.
  4. Click Add.

Note: A portfolio can have a maximum of 1000 proposals, projects, and assets combined.

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See also: