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:
- Locate the project whose portfolio you want to change. Use the filters if needed.
- Click the respective cell in the Portfolio column.
- Select a portfolio from a drop down list.
Changing portfolio in the Project details section
To change the portfolio via the project details panel:
- Hover over the name of the project whose portfolio you want to change.
- Click the Details button ().
- As the project details section, click the Portfolio () drop-down.
- Select the portfolio you wish to re-assign the project to.