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Adding a Portfolio Item to the Portfolio Tree

This feature is available in Enterprise and Ultimate editions.

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Overview

There are several ways to add portfolio items. Depending on the area of the system you are working in, you can select any of the options described in this topic.

Steps

  1. Click Portfolio > Planning > Portfolio Tree.
  2. Click Add Portfolio Item.

  3. Enter required information, and then click Save. The system inserts your new parent portfolio item at root level, bottom of the list.