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Planview Customer Success Center

Creating Sub-Portfolios

A Sub-portfolio must be of the same class as its parent portfolio, but can be a different category.

  1. Click the yourPortfolios navigation icon.
  2. Double-click the portfolio you wish to make a sub-portfolio, or select it and choose Actions > Open.
  3. Click the  Details tab.

4.      Locate the Parent Portfolio field and select the parent portfolio from the drop list. Note that if the Parent Portfolio field is read only, then you do not have the appropriate edit permissions. See About Profile-Based Permissions.

5.      Click Save.  

After you create the sub-portfolio relationship, you will see sub-portfolio in the Associations tab of the parent portfolio.