We recommend that you follow these steps for an efficient organization of your portfolios: In Workfront, you can add projects to portfolios to create and organize your portfolios. You must have View permissions on a Portfolio to be able to see it.įor information about access to Portfolios, see Access levels overview.įor information about permissions to Portfolios, see Share a portfolio.įor information about using Programs, see Create a program. You must have Edit access to Portfolios in your access level to create and manage Portfolios, and you must have Manage permissions on a Portfolio to be able to edit it. Through organizing projects, you can compare similar projects and determine where resources will be best spent.
You can use Portfolios and Programs to organize projects. You can divide Portfolios into Programs and associate the projects with the Programs before they are added to a Portfolio. Those projects usually compete for the same resources, budget, or time slot.
A Portfolio is a collection of projects that have unifying characteristics.
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