Add an existing program to a portfolio

Last update: September 10, 2024

CREATED FOR:

  • User

You can add existing programs to a portfolio. Because programs cannot exist in two different portfolios, adding an existing program permanently moves it from one portfolio to another.

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 planAny
Adobe Workfront license*

New: Standard

Or

Current: Plan

Access level configurationsEdit access to Portfolios and Programs
Object permissionsManage permissions to the portfolio and the program

*For information, see Access requirements in Workfront documentation.

Add an existing program to a portfolio

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

  2. Click Add Program.

  3. Click Existing Program.

    IMPORTANT
    Adding an existing program carries all projects associated with that program to the portfolio. Be careful not to unintentionally move projects this way.

  4. In the Add Programs dialog box, type and select the name of a program.

  5. (Optional) To add additional programs, type and select the name of a program.

  6. Click Add Programs.
    The program appears in the Programs tab on the portfolio you selected.

Previous pageEdit programs
Next pageAdd a project to a program

Workfront