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Portfolio Managers can track financial performance inside the portfolio using the Portfolio dashboard. This correlation helps to ensure all resource planning fits within the purpose of the Portfolio, as the projects within the same Portfolio usually compete for the same resources. The Programs in a Portfolio also align with a Resource Pool. Portfolios are usually configured to correspond with Resource Pools. These key elements are used in the portfolio optimizer and the capacity planner to assist management in project selection. General information about the project (description, Portfolio and Program assignments, Project Owner and Sponsor)įor more information about the Business Case, see Create a Business Case for a project.The Business Case contains the following information: To create efficient portfolios that bring value to your organization, you must start with a Project Request where you define the Business Case for each project which is later added to the portfolio. Manage the performance of your projects within the portfolio in the Portfolio Optimizer.Get the Business Case approved by your Portfolio Manager.Associate Resource Pools with projects as you build their Business Case.Create a Business Case for a project and associate the project with a Portfolio.We recommend that you follow these steps for an efficient organization of your portfolios: In Workfront, you can add projects to portfolios to create and organize your portfolios. You must have View permissions on a Portfolio to be able to see it.įor information about access to Portfolios, see Access levels overview.įor information about permissions to Portfolios, see Share a portfolio.įor information about using Programs, see Create a program. You must have Edit access to Portfolios in your access level to create and manage Portfolios, and you must have Manage permissions on a Portfolio to be able to edit it. Through organizing projects, you can compare similar projects and determine where resources will be best spent. You can use Portfolios and Programs to organize projects. You can divide Portfolios into Programs and associate the projects with the Programs before they are added to a Portfolio. Those projects usually compete for the same resources, budget, or time slot.

A Portfolio is a collection of projects that have unifying characteristics.