Adding a Portfolio to a Project
The Portfolios section of a project lists all the portfolios to which the project is linked. Once you link a portfolio, you can edit the % value only, or remove the portfolio. All other values are determined by the portfolio itself.
Add a project to a portfolio
1. From the Projects tab, open a project and then click its Portfolio link.
2. Click the Add button and do the following:
a) Select one or more portfolios (hold down the Shift key to multi-select).
b) Specify the percentage (%) of budgets and actuals that will be rolled up from the project to the portfolio. For example, if a project was being funded by 2 different divisions, you could show that by applying to 2 different portfolios with 50% each.
3. Click Select.