Create and configure your portfolio

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.

Prerequisite:

To create a portfolio, you must have the Create Portfolios access grant.

To create a portfolio:

  1. From the main menu, select Portfolio Management > Portfolios.

    The My Portfolios page opens. This is the page where all your portfolios are listed.

  2. Click Add and select the portfolio type of which you want to create a portfolio.

  3. 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.
    Portfolio Type

    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.

  4. Click Done.

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Search for a portfolio

To go to a portfolio page:

  • If you are the portfolio manager,

    1. 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.

    2. Click the portfolio name.

  • If you are not the portfolio manager but have the access to view or edit the portfolio,

    1. Click Open > Portfolio Management, and go to the All Portfolios page.

    2. Click the portfolio name.

    Alternatively,

    1. Search the portfolio by name in the search box, and press Enter.
    2. Click the portfolio from the result.

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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.

  1. Open a portfolio whose settings you want to adjust.

  2. In the top right corner, click ... > Portfolio Settings to open the Portfolio Settings page.

  3. In the General area, make necessary changes.

  4. 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:

  5. Click Save to save the changes and close the Portfolio Settings page.

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Delete an empty portfolio

You can delete an empty portfolio.

Prerequisites:

  • 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.

To delete a portfolio:

  1. At the upper-right corner of the portfolio page, click ... > Delete Portfolio.

    If the portfolio has contents, epics, or business goals, you need to delete them before deleting the portfolio.

  2. Click Yes to confirm.

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Export portfolio to Excel

You can export a portfolio to Excel.

To export a portfolio to Excel:

At the upper-right corner of the portfolio page, click ... > Export to Excel.

Data exported to Excel

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.

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Share portfolio layout settings

Share your personal layout settings on the Backlog and Financials tabs.

Share layout settings

To share your personal layout settings:

  1. Open the portfolio whose Backlog and Financials layout settings you want to share.

  2. At the page top, click the Share button .

    • When you share the layout settings of the Backlog tab, all layout configurations, including specific settings for each Backlog view. For details, see Layout settings.

    • When you share the layout settings of the Financials tab, the following settings are shared:

      • (On the Cost and Benefits tabs only) period type, show forecasts only, show actuals only, or show both forecasts and actuals.
      • (On all Financials sub-tabs) period column width, displayed table columns, column width, column sequence, sort order, grouping, filters.

  3. In the Share layout settings dialog box, click Copy link. A link to the portfolio is copied to your clipboard.

  4. Send the link to others to share the layout settings you configured on the Backlog and Financials tabs.

    To view the layout settings you shared, users must have view access to the portfolio.

    If you edit the layout settings after sharing, the updates are not reflected in the shared version. Share the settings to inform others of your updates.

See also: