Create a New Portfolio
Updated
Overview
Portfolios are a collection of Projects sharing a common thread. Portfolios can be created by anyone with the Create Portfolio permission. You can create Portfolios through the Portfolios window.
Create a Portfolio
1. Navigate to the Portfolios window in Project Management by clicking the Portfolios icon on the Global Navigation Menu. Click the Create button to open the Create New Portfolio pop-up window.
2. The Create New Portfolio pop-up allows you to give your new Portfolio a name and add collaborators to it. Collaborators can have Admin, Creator or Read Only permissions. The creator of the Portfolio automatically gets Owner permissions. A Portfolio can have only one Owner.
Admin: Can fully configure and edit the Portfolio but cannot change Portfolio ownership or delete the Portfolio.
Creator: Can create Projects within that Portfolio but cannot edit or configure other Projects, that they do not have permissions for.
Read Only: Can only view the records and items within a Portfolio, no editing rights.
3. Click the Send Invite button to notify the collaborators through platform, inbox and email notifications
4. Click the Create button to create your Portfolio.
Note: By default, users inherit the same permissions in Projects as they possess for the respective Portfolio (For example, the Admin of a Portfolio will automatically get Admin permissions for all Projects within that Portfolio).
Project Owners or Admins can change the permissions of other collaborators at Project level by promoting their permissions. You cannot reduce permissions. For example, an Admin in a Portfolio must have at least Admin level permissions for all Projects in that Portfolio.