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Planview Customer Success Center

Creating Portfolios

  1. Click the yourPortfolios navigation icon.
  2. Click the New menu and choose the Portfolio Category on which to base the portfolio. (Portfolio categories are configured by a user with administrative privileges.)
  3. Enter the required data on the Details screen. The screen you see will be configured by your organization. Required fields are indicated by a red asterisk (*).
  4. Enter any additional non-required data.
  5. Click Save.

After you create the portfolio, you will see additional fields in the Details section, such as ID, Owner, Last Modified Date, Parent Portfolio. These are informational and generated by the system. In addition, if you have a health profile associated with the portfolio category, the health icons will display in Health Profile field.

Depending on how your portfolio is configured, you may see the following sections for your portfolios. Click on a link below to learn about how to use that part of your portfolio.