We recommend that you add projects to portfolios when you initiate them. However, you can add them to a portfolio at any time during their lifetime.
Consider the following when adding projects to portfolios:
You must have the following access to perform the steps in this article:
Adobe Workfront plan* | Business or higher |
Adobe Workfront license* | Plan |
Access level configurations* | View access to Portfolios or higher Edit access to Projects Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can change your access level, see Create or modify custom access levels. |
Object permissions | View permissions to the portfolio Manage permissions to the projects For information on requesting additional access, see Request access to objects . |
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Go to a portfolio, then click Projects in the left panel.
Click New Project and select a method for adding a project.
You cannot add project when you view the list of projects in the Milestone view.
Select from the following options:
Existing Project | Add a project that has already been created. |
New Project | Add a new project. For more information about creating a new project, see Create a project. |
Import a Project from MS Project | Add a project that you previously exported from MS Project and have saved on your computer. For more information about creating a new project by importing it from Microsoft Project, see Import a project from Microsoft Project. |
Request Project | Request that a project is approved. For information about requesting projects, see Requesting a Project. |
New from Template | Add a new project using an existing template. For more information about creating a project from a template, see Create a project using a template. |
(Conditional) If you selected to add an existing project, start typing the name of a project in the Add Projects box, then click them when they appear in the list. You may add several projects at a time.
Click Add Projects.
The project or projects you selected are now associated with the portfolio.