Skip to main content
This article applies to Projectplace Enterprise. Read about our different plans.
Planview Customer Success Center

Connect a project workspace to a portfolio

Project workspaces are normally connected to a portfolio by the portfolio owner in the Portfolios tool. But the workspace administrator can also manually choose which portfolios the workspace should be added to.

To add a workspace to a portfolio:

  1. Go to the Administration tool in the workspace.
  2. Click on the tab Publishing.
  3. In the Change Publishing section to the right, click on Portfolios.
  4. Select which portfolios you want to publish information to by marking them and clicking Add.
  5. Click Save.

When the project workspace is connected to at least one portfolio, the head administrators will get reminders to keep the project status updated.


  • Was this article helpful?
Leave feedback