Adding Portfolios to Portfolios

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

The ability to add Portfolios within Portfolios allows you to seamlessly integrate and track your work across multiple projects. 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.

add work 1

add work 2

Next, you can:

  1. Type the name of a current Project or Portfolio
  2. Or Create new project

Removing a Portfolio from a Current Portfolio

removing a Portfolio

To remove a Portfolio:

  1. Click the three dot icon
  2. 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.

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