Start creating portfolios from your homepage to begin prioritizing and scheduling your projects.
There are two ways to create a portfolio. You can start from scratch by selecting the “+Portfolio” option or duplicate an existing portfolio.
Create a New Portfolio
To create a Portfolio, select the “+Portfolio” option from your homepage. Give your Portfolio a unique name and set if the timing should be in Calendar or Fiscal Years. If working in Fiscal Years, define the start and end month. These settings tie into other features within a portfolio like display settings for columns and help if using features like Strategy Navigator or Bottleneck Analysis.
Next, set if your Budgets are yearly or monthly. Yearly Budgeting is typically used for financial planning where Budgets are defined at a yearly level. When planning Yearly, all views are at a yearly level however Start and End dates are set as monthly. If you will be doing Spend Plan Tracking, select the additional option to “Include Monthly Spend Plan Forecasting and Obligated Cost Tracking”. This will add a Spend Plan page in your portfolio where you can add the Planned and Obligated amounts for projects.
Monthly Budgeting is typically used for human resource planning where there are monthly budgets by resource type. All default views are month based however users can view data yearly for an aggregation.
This setting can be changed via Portfolio Settings if desired.
Figure 1: Example of selections when creating a portfolio.
After selecting “Let’s Go”, you land on the My Plans page of your portfolio. From here, select to import or “Add Projects” or “Add Fields” to start populating your portfolio with data.
Duplicate a Portfolio
From the homepage, select the arrow on a portfolio tile to duplicate a portfolio.
Rename your portfolio or use the pre-populated name. Next, select which items should be duplicated within the portfolio. By default, fields, projects, and people and permissions are selected. Use the checkboxes to select any combination and select “Comments” to include all existing comments within the portfolio.
- Fields: If fields is selected, all existing fields will be duplicated. If fields is not selected, only system fields will exist within the duplicated portfolio. Statuses will be retained within the duplicated portfolio.
- Project Names: If selected, all projects will be duplicated, including any attachments they have. If Project Names is not selected, your duplicated portfolio will have 0 projects.
- People: If selected, all people and permissions will be duplicated. Duplicating a portfolio will not notify anyone that an additional portfolio has been created. If People is not selected, you will be the only one in the duplicated portfolio and all permissions will be erased.
- Comments: Selecting to include comments will duplicate any comments that exisited in the portfolio.
In addition to the selections you make, what-if plans will also be duplicated within the portfolio. Activity will not be included within any duplicated portfolio.