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DocumentationWorkfrontWorkfront Guide

Create and modify a group’s portfolios

Last update: Wed Aug 21 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Admin

When you are viewing a group that you manage in the Groups area, you can view and work with its portfolios.

If there are any groups above the group you manage, their administrators can also do this for your group. The same is true for Workfront administrators (for any group).

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following to perform the steps in this article:

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Workfront plan* Any
ÃÛ¶¹ÊÓƵ workfront license*

Plan

You must be a group administrator of the group or a Workfront administrator. For more information, see Group administrators and Grant a user full administrative access.
Object permissions

The portfolio must be associated with the group or any of its subgroups.

Also, you must have permissions to view the portfolio, either because you created it or it was shared with you.

For information on requesting additional access, see Request access to objects.

*If you need to find out what plan or license type you have, contact your Workfront administrator.

View, work with, and create portfolios for your group from the Groups area

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. In the left panel, click Groups .

  3. Click the name of the group for which you want to create, view, or work with portfolios.

  4. In the left panel, click Portfolios to list the portfolios associated with the group (and any subgroups below it).

  5. Do any of the following:

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    Add a portfolio

    1. Click New Portfolio.

    2. Replace Untitled Portfolio with the name you want for the portfolio.

    3. Click Portfolio Details in the left panel and update information in the Overview area as needed.

      For more information on the configuration options, see Create a portfolio.

    4. Click your browser's Back button to return to the group's Portfolios list.
    Edit or delete portfolios Select at least one portfolio that you have permissions to edit, then use the toolbar buttons to edit or delete it.
    Share portfolios Select at least one portfolio that you have permissions to share, then click the share icon .
    Export the list of portfolios Click Export , then select the file format you want for the exported list.
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