Create and modify a group’s portfolios
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 access to perform the steps in this article:
| Adobe Workfront plan | Any |
| Adobe Workfront license |
New: Standard Or Current: Plan |
| Access level configurations | You must be a group administrator of the group or a system administrator. |
| 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 more detail about the information in this table, see Access requirements in Workfront documentation.
View, work with, and create portfolios for your group from the Groups area
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Click the Main Menu icon
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In the left panel, click Groups
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Click the name of the group for which you want to create, view, or work with portfolios.
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In the left panel, click Portfolios to list the portfolios associated with the group (and any subgroups below it).
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Do any of the following:
Add a portfolio -
Click New Portfolio.
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Replace Untitled Portfolio with the name you want for the portfolio.
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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.
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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 
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 
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