Portfolios

Portfolios can be used to group programmes and projects into arbitrary groups for comparison and prioritisation. You can add portfolios to your organisation from the organisation view page add menu in the top header area, or to other portfolios, from the portfolio view page‘s Portfolios tab to create a hierarchy of portfolios. If you have indicators set up for your organisation then you can set weightings for each portfolio against those indicators. Once you’ve added your portfolios they will appear in the Portfolios tab when you create or edit a programme or project.