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Add projects to a portfolio

Last update: Tue Sep 10 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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.
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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

  1. Go to a portfolio, then click Projects in the left panel.

  2. Click New Project and select a method for adding a project.

    note tip
    TIP
    You cannot add project when you view the list of projects in the Milestone view.

    Select from the following options:

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    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.

  3. (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.

  4. Click Add Projects.

    The project or projects you selected are now associated with the portfolio.

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