Add a portfolio

A portfolio is used to group a set of projects to create a synthetic view.

A portfolio can be made up of projects from different separate workspaces.

To access portfolio management, go to the portfolio menu and click on "new portfolio".

Enter the name of the portfolio and save it.

In the "Members" tab you can share this portfolio with others.

In the "Projects" tab you will be able to select the projects that will fit into the portfolio.

Using the "Dynamic" checkbox you have the possibility of choosing a static or dynamic project portfolio.

Dynamic portfolio

For dynamic project portfolios, you will define filters that will allow you to define the scope of the project portfolio. All new projects meeting the filter criteria will be automatically added to the portfolio without having to add them manually.

Static portfolio

In the context of a static portfolio, it is a little different, it will be necessary to explicitly indicate the projects which must be integrated into the portfolio. Any new projects created that you want to add to the project portfolio will have to be added manually.