Create a portfolio
A Portfolio is a collection of projects competing for the same resources, budget, and schedule. The projects in a Portfolio are similar enough that they would use the same Resource Pool and be measured against the same scorecard.
You can use Portfolios to group projects that belong to the same product lines, divisions, departments, companies, or other business units.
Access requirements
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| ۶Ƶ Workfront plan* | Any |
| ۶Ƶ Workfront license* |
New: Standard Current:Plan |
| Access level configurations | Edit access to Portfolios |
| Object permissions | After you create a portfolio, you have Manage permissions to it, by default |
*For information, see Access requirements in Workfront documentation.
Ways to create portfolios
You can create a portfolios in Workfront using one of the following methods:
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Create a portfolio from scratch starting in the Portfolios area of the Main Menu. This article describes how you can create a portfolio from scratch.
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Import a portfolio using kick-starts.
As a Workfront administrator, you can import portfolios using a kick-start.
For information about importing data using kick-starts in Workfront, see Import data into ۶Ƶ Workfront using a Kick-Start template.
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Add portfolios as you connect them from a record type in Workfront Planning.
You must have a new Workfront license and an additional Workfront Planning license for Workfront Planning.
For information about access to Workfront Planning, see Access overview.
For information about creating portfolios by adding them to records, see the section “Create records as you connect them” in the article Create records.
Create a portfolio
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Click the Main Menu icon
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Click Portfolios.
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Click New Portfolio.
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Replace Untitled Portfolio with the name you want for the portfolio.
The name can contain up to 255 characters.
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(Optional) Click the name under Portfolio Manager in the header at the top of the page to assign a different manager for the portfolio.
As the creator of the portfolio, you are assigned as the portfolio manager by default.
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Click Portfolio Details in the left panel.
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In the Overview area, change any of the following information:
table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header Description Type a description for the Portfolio to indicate what is unique about it. Portfolio Manager Start typing the name of a user that you want to indicate as the portfolio manager, then select it when it appears in the list. This is the same as the Portfolio Owner. This is the person who can oversee the work defined in the projects of the portfolio and can approve the Business Case.
Important: When you designate someone as the Portfolio Manager, they automatically gain Manage permissions to the portfolio, the programs and the projects in the portfolio.
Tip: You can also update the Portfolio Manager in the header at the top of the page.
Group Add the name of a single group if the group owns the portfolio or has responsibility for completing it.
You can make sure you are selecting the right group by hovering over it and clicking the information icon
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(Optional) Click inside the Add custom form box in the upper-right corner of the Portfolio Details page to select a custom form for the portfolio and update the custom fields.
note tip TIP You must have portfolio custom forms already created before you can attach them to portfolios. -
Click Save Changes.
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(Optional) Click Programs in the left panel, then Add Programs to add programs to the portfolio.
For more information about creating Programs, see Create a program.
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(Optional) Click Projects in the left panel, then Add Projects to add projects to the portfolio.
For more information about adding projects to a Portfolio, see Add projects to a portfolio.