Changing project portfolio

Activity Center > Projects


For details on the creation and management of portfolios, see here.

 

1. You can change the portfolio of a project directly in Activity Center:

 

1.

Locate the project whose portfolio you want to change.

2.

Click the (Portfolio) attribute button.

3.

Select a portfolio to assign the project to.

 

The change is saved immediately.

 

2. Changing portfolio in Project details section:

 

1.

Click the name of the project whose portfolio you want to change.

2.

Click the Portfolio  () drop-down.

3.

Select the portfolio you wish to re-assign the project to.