Add projects to a portfolio
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 can associate only one portfolio with a project.
- A project remains in a portfolio until it is removed or associated with another portfolio.
- A portfolio may contain an unlimited number of projects.
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Limit the number of child objects (projects) under a single parent (portfolio or program). We recommend no more than 10,000 projects per portfolio or program.
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Reduce inheritance depth by applying permissions at a lower-level object.
- Split programs to contain fewer projects, which reduces permission complexity.
Access requirements
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package | Any |
| Adobe Workfront license |
Standard Plan |
| Access level configuration |
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
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Go to a portfolio, then click Projects in the left panel.
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Click New Project and select a method for adding a project.
note tip TIP You cannot add a project when you view the list of projects in the Milestone view. Select from the following options:
table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 layout-auto html-authored no-header 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, the Add Projects box opens.
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Start typing the name of a project in the Add Projects to this Portfolio field, then click them when they appear in the list.
You can add more than one project.
note NOTE If your organization uses both legacy Workfront and Adobe cloud storage for documents, the following scenarios exist: - When you add an Adobe cloud storage project to a legacy Workfront storage portfolio and the portfolio has no documents attached to it, the portfolio is converted to an Adobe cloud storage portfolio.
- When you add an Adobe cloud storage project to a legacy Workfront storage portfolio and the portfolio has documents attached to it, the portfolio documents storage remains on Workfront storage. However, the legacy Workfront storage icon
- You cannot add a legacy Workfront storage project to an Adobe cloud storage portfolio.
For more information, see Document management overview for projects and related objects. Not all Workfront instances have both types of document storages. -
(Optional) Click the X icon to the right of the project name to remove it from the list, if you decide not to add it to the portfolio.
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Click Add Projects.
The project or projects you selected are now associated with the portfolio.