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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. Navigate to the Administration tool in the workspace.
  2. Click the Publishing tab.
  3. In the Change Publishing section to the right, click Portfolios.
  4. Select the 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 workspace manager will get a reminder to keep the project status updated.

 


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