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Locate the Portfolio Optimizer

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

CREATED FOR:

  • User

You can find the Portfolio Optimizer when you access a portfolio.

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:

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Adobe Workfront plan Any
Adobe Workfront license*

New: Standard

Current: Plan
Access level configurations* Edit access to Portfolios and Projects
Object permissions Manage permissions to the portfolio

*For information, see Access requirements in Workfront documentation.

Locate the Portfolio Optimizer

  1. From the Main Menu, click Portfolios.

    The portfolios you own display by default.

  2. (Optional) From the Filter drop-down menu, select to view a different set of portfolios.

  3. Click the name of a portfolio to access it.

  4. Click Portfolio Optimization in the left panel.

    The Portfolio Optimizer displays.

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