1. Add a New Portfolio


1. Within the Portfolio Dashboard, click the ‘+ New Portfolio’ button at the top right corner of the page. 


The Portfolio set up phase very important for basic management of a portfolio of projects within the company. Something as simple as incorrect reporting schedules within a project can cause delays, breakdown in communication, and additional risks/issues to a project. All of the information within the setup is critical to manage projects that have been identified and need to be managed at the portfolio level.

  

2. Once you reach the Portfolio Set-up page, scroll to the ‘General Information’ section and then fill in the required fields: ‘Name’, ‘Currency’, ‘Country’ and ‘Time Zone’.


This is the section where you can add the details of the Portfolio (E.g. Portfolio Name: Global Transformation) 

 


3. To assign Members to a Portfolio, scroll to the ‘Key Roles’ section. Select the ‘Portfolio Role’ and ‘Member’ by clicking the dropdown menu.


Once complete, click the ‘Add Member’ button.

 

 

Assigned roles for the Portfolio: 

  • Portfolio Manager - Person overseeing all projects under the portfolio 
  • Portfolio Control Manager - Person in charge of change requests at a portfolio level 
  • Portfolio Analyst - Person in charge of analyzing work at the portfolio level 


Note: All roles should have at least one Member assigned.



4. Then navigate to the ‘Portfolio/Project Allocation’ section. Select the ‘Portfolio/Project’ and then the ‘Portfolio Name/ Project Name’ by clicking the dropdown menu as shown below. 

 

Once done, click the ‘Add Project/Portfolio’ button to save updates. 


Note:  The user setting up the Portfolio can only select projects they are assigned as a ‘Portfolio Manager’.

  • Opportunity, Approved Opportunity, and Kick-Off (Full Kitting) projects added to the portfolio will be displayed in the 'Lined Up Projects' table.
  • If a project is already assigned to a portfolio, it cannot be assigned to another portfolio at the same time. 
  • If you have NO project yet to assigned to the Portfolio, it is okay to leave it empty.

 

5. Click the ‘+ New Project Opportunity’ link to add up an Opportunity Project in the Portfolio.
For more details to add the Opportunity Project, please click this link:


 

6. After adding ‘Portfolios/Projects’, the ‘Management Budget’ section will be updated. This is the section where you can manage the budget allocation for the Portfolio. 

 

7. Go to the ‘Portfolio Setup Checklist’ section and then tick ALL the checklist items.

 

8. Once all Portfolio information are inputted, click the ‘Setup Portfolio’ button.