Portfolio Management policy

The Portfolio Management policy controls whether a program can be added to a portfolio.

When you enable the Portfolio Management, note the following:

A program can be added to only one portfolio.

For example, if Program1 is added to Portfolio1, Program1 cannot be added to any other portfolio.
Proposals, projects, or assets can be added to only one program that has Portfolio Management enabled, but can be added to several programs that does not have Portfolio Management enabled.

For example, if both Program 1 and Program 2 have Portfolio Management enabled, Project 1 can be added to either Program 1 or Program 2. When Project 1 is added to Program 1 or Program 2, it can also be added to other programs that does not have Portfolio Management enabled.
Program contents (proposals, projects, or assets) can be added either to only one portfolio or to only one program that has Portfolio Management enabled.

For example, if Program1 has Portfolio Management enabled, and if Project1 is added to Program1, Project1 cannot be added to Portfolio1. Likewise, if Proposal1 is added to Portfolio1, Proposal1 cannot be added to Program1.