Add an existing program to a portfolio

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.
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Adobe Workfront package Any
Adobe Workfront license

Standard

Plan

Access level configurations Edit access to Portfolios and Programs
Object permissions Manage permissions to the portfolio and the program

*For information, see Access requirements in Workfront documentation.

Add an existing program to a portfolio

NOTE
When your organization uses both legacy Workfront and Adobe cloud storage for documents, the following scenarios exist:
  • When you add an Adobe cloud storage program to a legacy Workfront storage portfolio and the portfolio has no documents attached to it, the portfolio is converted to Adobe cloud storage.
  • When you add an Adobe cloud storage program 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 Legacy Workfront storage icon is removed from the portfolio.
  • You cannot add a legacy Workfront storage program 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.

To add an existing program to another portfolio:

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

  2. Click New Program.

  3. Click Existing Program.

    The Add programs box opens.

    Add program box

    note important
    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 to this portfolio field, type the name of a program, then select it when it displays in the list.

    You can add more than one program.

  5. (Optional) Click the Delete icon Delete icon next to the name of a program if you decide not to add it to the portfolio.

  6. Click Add programs.

    The program displays in the Programs tab on the portfolio you selected.

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