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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. Workspace administrators can also manually choose which portfolios the workspace should be added to.

To add a workspace to a portfolio:

  1. Navigate to a workspace you are a member of.
  2. In the workspace toolbar, click the Administration menu and select Publishing.
  3. In the Portfolios section, click the + icon.png Add to a portfolio button.

    add a portfolio 3.png

  4. Select one or more portfolios and click Add.

    add a portfolio 4.png

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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