Changing project portfolio

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

Changing portfolio via Activity Center

To change the portfolio of a project directly in Activity Center:

1. Locate the project whose portfolio you want to change. Use the filters if needed.
2. Click the respective cell in the Portfolio column.
3. Select a portfolio from  a drop down list.

Changing portfolio in the Project details section

To change the portfolio via the project details panel:

1. Hover over the name of the project whose portfolio you want to change.
2. Click the Details button ().
3. As the project details section, click the Portfolio  () drop-down.
4. Select the portfolio you wish to re-assign the project to.