Delete and deactivate portfolios

Last update: Tue Jan 02 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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User

Portfolios are collections of projects or programs in Adobe Workfront. You can delete or deactivate a portfolio if you find that it’s irrelevant for your system.

We recommend deactivating a portfolio that no longer needs to be associated with future projects instead of deleting it, to keep the historic information on the projects that are currently associated with the portfolio and its programs.

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan*

Any

Adobe Workfront license*

New: Standard

Current: Plan

Access level configurations*

Edit access to Projects and Portfolios

NOTE

If you don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can change your access level, see Create or modify custom access levels.

Object permissions

Manage permissions on the portfolio

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Overview of deleting and deactivating portfolios

Consider the following when deciding whether to delete or deactivate portfolios:

Deleting a portfolio deletes the programs associated with it.

note important
IMPORTANT
You do not need to have any permissions to programs to be able to delete the portfolio.

Deleting a portfolio does not delete the projects associated with it.
You cannot recover deleted portfolios.
Deactivating a portfolio ensures that the name of the portfolio and its programs can no longer be assigned to projects when creating a project.

Deactivate a portfolio

When you deactivate a portfolio, you can still access it from the Portfolios area, but it no longer displays in the list of portfolios when users try to add it to a project.

NOTE

Depending on how your Workfront or group administrator configures your layout template, the Portfolios area might not display in the Main Menu. For more information, see Customize the Main Menu using a layout template

Click the Main Menu icon in the upper-right corner of Adobe Workfront.
Click Portfolios .
Click the name of the portfolio.
Click the More menu to the right of the portfolio name, then click Deactivate Portfolio.

Delete a portfolio

Click the Main Menu icon in the upper-right corner of Adobe Workfront.
Click Portfolios .
Select the portfolio, then click Delete the Delete icon .
In the box that appears, click Yes, Delete It to confirm.

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