To create a portfolio:
- Select Portfolios on User Menu > Company Settings.
- Click the "Add portfolio" button ().
- Name the portfolio, set its status, and give it a description.
- Fill in the portfolio custom fields.
- Add portfolio members.
- Edit the members giving them appropriate permissions: Portfolio manager, Portfolio Editor, Portfolio Viewer, or Portfolio participant.
- Click ‘Save’ to confirm your choice.
Portfolio members with the ‘Portfolio viewer’ permissions can view all projects and activities in that portfolio.
Portfolio members with the ‘Editor’ permissions can edit the portfolio's details, including the permissions of the portfolio team. NB: Be careful not to remove the 'Editor' permission from yourself as this will result in you being unable to edit the portfolio anymore.
A non-member who is the creator of a portfolio can view the portfolio with only those projects visible to which he has access to.
Portfolio members with the 'Viewer' and ‘Editor’ permissions can view, open and edit all projects and activities in that portfolio. Editing does NOT include editing project members or assignees.
Portfolio members granted the ‘Portfolio manager’ permission are given the ‘View’ and ‘Edit’ permissions automatically.
Portfolio member permissions
The table summarizes the portfolio member permissions:
|Edit Portfolio (w/o Managing Members)||Yes||No||Yes||No|
|Manage Portfolio Members||Yes||No||No||No|
|View All Activities in Portfolio||Yes||Yes||Yes||No|
|Add Activities to Portfolio||Yes||No||No||No|
|Edit All Activities in Portfolio||Yes||No||Yes||No|
|Delete All Activities from Portfolio||Yes||No||Yes||No|
|View All Time Entries in Portfolio||Yes||Yes||Yes||No|
|Add Time Entries for Someone Else||Yes||No||No||No|
|Edit All Time Entries in Portfolio||Yes||No||Yes||No|
|Delete All Time Entries in Portfolio||Yes||No||Yes||No|
|View Projects in Portfolio||Yes||Yes||Yes||No|
|Edit Projects in Portfolio||Yes||No||Yes||No|
|Delete Projects from Portfolio||Yes||No||Yes||No|
|View Members & Assignees||Yes||Yes||Yes||No|
|Manage Members & Assignees||Yes||No||No||No|
If a user is assigned to a particular project or an activity – these permissions override the portfolio permissions. In other words, if user is not assigned to project, but assigned to portfolio, his permissions to portfolio projects and tasks are defined by portfolio permissions rather than "Permissions for projects where user is NOT a member of:" permissions.
A portfolio member with the Editor permission is able to modify portfolio details as well as all projects and activities in the portfolio unless he has "view only" permissions set specifically for a certain project.
A portfolio member with the Viewer permission is able to see but not modify portfolio details as well as all projects and activities belonging to this portfolio unless he or she has "edit" permissions set specifically for a certain project.