Adding Portfolios to Portfolios
- Skip Ahead to
- Overview
- Adding Work to your Portfolio
- Removing a Portfolio from a Current Portfolio
- Timeline and Workload View
Portfolios are available to all Business and Enterprise customers.
For more information on this feature and to check out some handy tips, see our blog post here.
Overview
Adding Portfolios within Portfolios allows you to integrate and track your work across multiple projects seamlessly. This enables you to monitor your work effortlessly and communicate progress to stakeholders.
For further details on how to fully utilize your Portfolios, please see our guide article here.
Adding Work to your Portfolio
To add a Portfolio to your current Portfolio, click on the Add work icon.
Next, you can:
- Type the name of a current Project or Portfolio
- Or Create new project
Removing a Portfolio from a Current Portfolio
To remove a Portfolio:
- Click the three dot icon
- Click Remove from Portfolio
Timeline and Workload View
Portfolios that contain Portfolios will have disabled Timeline and Workload tabs. This can be undone by removing all Portfolios in the Portfolio.
