01
Create the portfolio
Portfolio Management / New Portfolio
Enter the basic identity, purpose and ownership information.
Portfolio Manager
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Create and configure a portfolio
Establish ownership, projects, reporting rhythm and access for a new portfolio.
02
Add the relevant projects
Portfolio Management / Open portfolio / Status reporting / Add project
Confirm which projects belong in the management scope.
03
Set reporting frequency
Portfolio Management / Open portfolio / Status reporting
Choose the cadence that matches the portfolio management cycle.
04
Generate reporting periods
Portfolio Management / Open portfolio / Status reporting / Reporting periods
Create the periods and deadlines that projects will report against.
05
Share access and verify
Portfolio Management / Open portfolio / Tools / Sharing & Permissions
Give the right users access and confirm the portfolio is operational.