Locate the Portfolio Optimizer

You can find the Portfolio Optimizer when you access a portfolio.

Access requirements

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

Adobe Workfront plan*
Business or higher
Adobe Workfront license*
Plan
Access level configurations*

Edit access to Portfolios and Projects

NOTE

If you still 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 modify your access level, see Create or modify custom access levels.

Object permissions

Manage permissions to 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.

Locate the Portfolio Optimizer

  1. From the Main Menu, click Portfolios.

    The portfolios you own display by default.

  2. (Optional) From the Filter drop-down menu, select to view a different set of portfolios.

  3. Click the name of a portfolio to access it.

  4. Click Portfolio Optimization in the left panel.

    The Portfolio Optimizer displays.

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