Creating project portfolios

How to create a project portfolio

First, make sure you have projects in your account, as it is not possible to create a project portfolio without projects. Then, follow one of these methods:

1. Click the plus sign and choose Create project portfolio 1.
2. Open the Portfolio section from the left sidebar 2, and then click +Create portfolio 3.

Note that If you haven't created any portfolio before, you will only see the 'Create' button in the Portfolio section. Click it, to create your first portfolio. 

Next, you'll see a window to complete the portfolio creation:

1 Add a portfolio name.

2 Select existing projects to include.

3 Click Create.

How to add projects to a portfolio

To add project(s) to the portfolio, open the Portfolio section from the left sidebar 1, and click on a corresponding portfolio 2.

In the Project tab 1, click on Add projects 2.

In the new window, search for a specific project by name 3 or select projects from the list 4.

Once you are done, click Add 5.