Portfolio overview in Adobe Workfront

Last update: September 9, 2024

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Portfolio or Project Portfolio Management (PPM) is the process of prioritizing and managing a list of projects in order to achieve specific business objectives.

For general information about PPM, see Portfolio Management overview.

In Adobe Workfront, a portfolio is a collection of projects that have unifying characteristics. Those projects usually compete for the same resources, budget, or time slot. You can divide Portfolios into Programs and associate the projects with the Programs before they are added to a Portfolio.

You can use Portfolios and Programs to organize projects. Through organizing projects, you can compare similar projects and determine where resources will be best spent.

For information about using Programs, see Create a program.

This article contains general information about portfolios in Workfront.

Access needed to create portfolios

You must have the following access to create and manage portfolios:

Adobe Workfront plan*

New: Any

Current:Business or higher

Adobe Workfront license*

New: Standard

Current:Plan

Access level configurationsEdit access to Portfolios
Object permissions

After you create a portfolio, you have Manage permissions to it, by default

Manage permissions to edit a portfolio or add projects to it

View permissions to a portfolio to view it in Workfront

*For information, see Access requirements in Workfront documentation.

Adobe Workfront portfolio methodology

In Workfront, you can add projects to portfolios to create and organize your portfolios.

We recommend that you follow these steps for an efficient organization of your portfolios:

  1. Create a Business Case for a project and associate the project with a Portfolio.

    To create efficient portfolios that bring value to your organization, you must start with a Project Request where you define the Business Case for each project which is later added to the portfolio.

    The Business Case contains the following information:

    • General information about the project (description, Portfolio and Program assignments, Project Owner and Sponsor)
    • The goals or objectives of the project
    • Estimated expense costs
    • Resource budgets for labor costs
    • An alignment score
    • A risk assessment

    For more information about the Business Case, see Create a Business Case for a project.

    You can associate the project with a portfolio while building its business case. You must create a portfolio before you can associate it with a project. For information, see Create a portfolio

    The details you collect during building a business case are used in the portfolio optimizer and the resource planner to assist management in project selection.

  2. Associate Resource Pools with projects as you build their Business Case.

    Portfolios are usually configured to correspond with Resource Pools. The Programs in a Portfolio also align with a Resource Pool. This correlation helps to ensure all resource planning fits within the purpose of the Portfolio, as the projects within the same Portfolio usually compete for the same resources.

    For more information, see Create resource pools.

  3. Get the Business Case approved by your Portfolio Manager.

    For information, see Approve a Business Case.

  4. Manage the performance of your projects within the portfolio in the Portfolio Optimizer.

    Portfolio Managers can track financial performance inside the portfolio using the Portfolio dashboard. This dashboard is displayed in the header of the Portfolio.

    For information about the financial fields of a Portfolio, see the Understanding the Financial Fields in the Portfolio Optimizer section in Portfolio Optimizer overview.

More help on this topic

Previous pagePortfolio Management overview
Next pageCreate and manage portfolios

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