Managing Portfolio Contents in Portfolio Backlog

Available in versions: 9.61 and later

You can create, add and remove portfolio contents in portfolio backlog.

Prerequisites:

  • You are the manager of the portfolio, or
  • You have the Edit All Portfolios access grant, or

  • You have the Edit Portfolio access grant and the portfolio managers have given you view and edit access to the portfolio.

To create a content and add it to a portfolio:

  1. Open the portfolio and go to the Backlog tab.

  2. Select the Plain List view or Hierarchy view.
  3. With the Create button () select the content you want to create: portfolio or proposal.

    The portfolio created here is then added to the portfolio as its subportfolio.

  4. Fill in the fields.

To add an existing content to a portfolio:

  1. Open the portfolio and go to the Backlog tab.

  2. Select the Plain List view or Hierarchy view.
  3. Use the Add Existing button () select the content you want to add to the portfolio: subportfolio, program, proposal, project or asset.

  4. Use the search filed on page to search for the content and add it to the portfolio.

To remove a content from a portfolio:

This is only available in the Hierarchy view.

  1. Open the portfolio Backlog tab.

  2. Click the Hierarchy view.

  3. Select the content you want to remove from the portfolio.

    You can only remove the contents that directly belong to the portfolio.

  4. Click Remove.

When you remove a subportfolio or program from a portfolio, all the contents included in the subportfolio or program are also removed.

The contents removed from a portfolio are not deleted from PPM.

See also: