1
Click "New portfolio"
2
Give the portfolio a name.
3
Set the privacy for the portfolio depending on your organization's rules.
4
Click "Continue"
5
Click "Go to portfolio"
6
Click "Add a project or portfolio by name" to add a project to the portfolio. You can add as many or as few will be helpful.
7
You can also add projects to the portfolio by clicking "Add word".
Adding Fields to a Portfolio
8
To add additional fields to the portfolio click "Options".
9
Click "Add".
10
You can either create a custom field under "Create New" or select an already existing field under 'Choose from library".
11
Select the field you want to add.
How to Hide a Field in a Portfolio
12
In "Options", you can toggle a field either on or off depending on whether you want that field to be visible in the portfolio.
\*You aren't deleting any fields, just hiding them from view.
Grouping Projects in a Portfolio
13
If you have a large number of projects in a portfolio, grouping can be helpful.
14
Once you click "Group" there are multiple options already made or you can create a custom field to group by.
Progress Type in a Portfolio
15
Click "Progress type" to change how progress is measured. The default is Task but it can be changed to Milestone.
16
Click "Milestone"
