To create a portfolio:
- Select Portfolios under the Projects & Tasks menu.
- Click "Create a new portfolio".
- Name the portfolio, set its status, and give it a description.
- Add portfolio members, giving them appropriate permissions: Portfolio Manager, View, and/or Edit
- Click ‘Save and close’ to save and exit.
- Click ‘Save’ to apply the changes without exiting.
Portfolio members with the ‘View’ permission can view all projects and activities in that portfolio.
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 ‘Edit’ permission can open and edit all projects and activities in that portfolio. Editing does NOT include viewing and 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:
|View Projects and Activities in Portfolio||Yes||Yes||No|
|View & Edit Project Members and Activity Assignees inside Portfolio||Yes||No||No|
|Edit Portfolio Details, including portfolio members and their permissions||Yes||No||Yes*|
|Add Projects to Portfolio||Yes||No||No|
|Remove Projects from Portfolio||Yes||No||No|
*) Except for elevating a portfolio member to portfolio manager.
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 Edit 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 View 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.