將專案新增至投資組合
我們建議您在啟動專案時，將專案新增至專案組合。 不過，您可以在產品組合期限內的任何時間將其新增至產品組合。
將專案新增至投資組合時，請考量下列事項：
- 您只能將一個投資組合與一個專案建立關聯。
- 專案會保留在投資組合中，直到被移除或與另一個投資組合相關聯為止。
- 投資組合可包含不限數量的專案。
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限制單一父項（投資組合或方案）下的子物件（專案）數量。 我們建議每個投資組合或計畫不超過10,000個專案。
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在較低層級的物件上套用許可權，以降低繼承深度。
例如，直接在專案層級套用許可權，而不是依賴從專案組合繼承到方案，然後繼承到專案的許可權。
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分割計畫以包含較少的專案，這會降低許可權的複雜性。
存取權要求
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront 封裝 | 任何 |
| Adobe Workfront 授權 |
標準 計畫 |
| 存取層級設定 |
Edit存取權投資組合 Edit專案的存取權 |
| 物件許可權 |
投資組合的Manage許可權 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. 從下列選項中選取：
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.
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(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.