Portfolios

Portfolios are collection of projects that are groped together. With project portfolio management you can organize your most important projects, monitor their health in real-time, and drill in for more information.

I. You can create Portfolio through "+New Portfolio" Button from Project Portfolios page.

II. In that opened window, click on the relevant field to change the name of the Portfolio and enter the name of your portfolio.

III. After creating your portfolio, you can add relevant or group of projects to the portfolio via “+Add New Project” button.

IV. You can track progress of projects, status updates and select priorities in the Portfolio

V. To remove a project from Portfolio, you can use ”Remove the Project” button on right side of screen.

VI. On the Roadmap tab, you can see project timelines on macro level to plan and manage projects in the Portfolio.