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Planview Customer Success Center

About Portfolios in ProjectPlace

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Portfolios are groups of projects working towards the same goal and objectives. Each project updates their status and you get an ultimate overview of how work is progressing. Having this knowledge, allows you to detect and respond to known issues at an early stage. You can also discuss priorities and other issues requiring attention with other portfolio stakeholders.

To access the Portfolios tool, you must be an account administrator, have Portfolio administrator access (can be granted by an account administrator) or be added as a stakeholder in a portfolio.

Navigate to the Portfolios overview page to find more information and get available help with Portfolios in ProjectPlace. 

 

 

 

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