Create Portfolios
Updated over a week ago

What you'll need

  • Portfolios are only available on the Enterprise Plan.

  • User must be a workspace Owner or Team Member to be assigned to a Portfolio Role.

To Create a Portfolio

Click the Portfolios menu option in the Side Navigation.

  1. Click the "Create" button at the top.

  2. Give the portfolio a name.

  3. Enter a description.

  4. From the dropdown, select the projects to be added to the portfolio.

  5. Assign portfolio Viewers & Managers.

  6. Once finished, click the Create Portfolio button.

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