Add projects to a portfolio
- Topics:
- Work Management
- Strategic Planning
CREATED FOR:
- User
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:
- Although a portfolio may contain an unlimited number of projects, you can associate only one portfolio with a project.
- A project remains in a portfolio until it is removed or associated with another portfolio.
Access requirements
Expand to view access requirements for the functionality in this article.
Adobe Workfront plan | Any |
Adobe Workfront license* |
New: Standard Current:Plan |
Access level |
Edit access Portfolios Edit access to Projects |
Object permissions |
Manage permissions to the portfolio Manage permissions to the projects |
*For information, see Access requirements in Workfront documentation.
Add a project to a portfolio
-
Go to a portfolio, then click Projects in the left panel.
-
Click New Project and select a method for adding a project.
TIP
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.
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(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.
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Click Add Projects.
The project or projects you selected are now associated with the portfolio.