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Planview Customer Success Center

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.