DocumentationWorkfrontWorkfront Guide

Navigate within a portfolio

Last update: Thu Feb 15 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

In Adobe Workfront, a portfolio represents a collection of projects that compete for the same resources, budget, schedule, and priority. The primary purpose of the portfolio is to assist executives and project managers in selecting to work on projects that provide the most benefit to an organization.

For more information about portfolios, see Portfolio overview in Adobe Workfront.

Access requirements

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

Adobe Workfront plan*
Any
Adobe Workfront license*
Plan
Access level configurations*

Edit access to Projects and Portfolios

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

View or higher permissions to the projects

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.

  1. Click the Main Menu icon in the upper-right corner of Adobe Workfront.

  2. Click Portfolios.

  3. From the Filter drop-down menu, select the following:

    • Portfolios I Own: Includes a list of portfolios for which you are designated as the Portfolio Manager.

    • All: Includes all portfolios for which you have at least access to View.\

      For more information about access to Portfolios, see Access levels overview.
      For more information about permissions to Portfolios, see Share a portfolio.

      To add new portfolios, see Create a portfolio.

  4. Click the name of a portfolio to access it.
    The following portfolio performance metrics are displayed in the Portfolio Details area inside a portfolio:

    • Whether the portfolio is On Time
    • Whether the portfolio is On Budget
    • The Return on Investment (ROI)
    • The portfolio Alignment
    • The portfolio Net Value

  5. (Optional) Click Projects in the left panel to view projects associated with the selected portfolio, then select any of the following filters from the Filter drop-down menu:

    • Active: Includes all projects associated with the selected portfolio which are in the following statuses:

      • Planning
      • Approved
      • Current

    • Requested: Includes projects associated with the selected portfolio with a status of Requested.

      For information about reviewing Requested projects, see Review Requested Projects.

    • All: Includes all projects associated with the selected portfolio.

      note note
      NOTE
      To see only specific projects, consider creating a project filter in the Filter drop-down menu at the top of the list of projects to decrease the number of projects displayed.

      For more information about creating filters, see Filters overview.

  6. Click Programs in the left panel to create Programs within the portfolio or manage existing ones.
    For information about programs, see the Create and manage programs section.

  7. (Optional) Expand the Portfolio Details area in the left panel, then click Overview or Custom Forms to edit information about the portfolio.

  8. (Optional) Click Portfolio Optimization in the left panel to optimize the performance of the portfolio.

    note important
    IMPORTANT
    Your company must have a Business or higher Workfront plan to have access to the Portfolio Optimizer.

    For information about using the Portfolio Optimizer, see the Manage projects in the Portfolio Optimizer section.

  9. (Optional) Click Documents in the left panel to attach documents to the portfolio.

  10. (Optional) Click Updates in the left panel to add comments to the update stream of the portfolio. For information, see Update work.

  11. (Optional) Click the More menu to do one of the following:

    • Deactivate the portfolio. When a portfolio is deactivated, you can no longer associate it with projects at the project level.

    • Delete the portfolio.

      note important
      IMPORTANT
      This does not delete the projects associated with the portfolio. This removes the name of the portfolio from the projects currently associated with it.

    • Share the portfolio with other users.

  12. (Optional) Click the Star icon to the right of the portfolio name to add the portfolio to your list of favorites.

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