Create a New Portfolio
Updated
Portfolios are collections of projects grouped based on factors such as department, strategic initiative, team, and more for the purpose of tracking, reporting and analysis. Anyone with the Create Portfolio permission can create portfolios.
To Create a Portfolio
Navigate to the Portfolios window from either Project Manager or Projects & Portfolios.
Click +Create in the top-right corner.
In the Create New Portfolio pop-up, enter a name for your Portfolio.
Add Collaborators and assign permissions from the following options:
Admin: Can fully configure and edit the portfolio, but cannot change ownership or delete it.
Creator: Can create projects within the portfolio but cannot edit or configure other projects unless given specific permissions.
Read Only: Can view records and items within the portfolio but cannot make edits.
Note: The user who creates the portfolio automatically becomes the owner. A portfolio can have only one owner.
Click Send Invite to notify collaborators via platform, inbox, and email notifications.
Click Create to finalize and 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.