Closing a Portfolio Item in the Portfolio Tree
This feature is available in Enterprise and Ultimate editions.
Overview
Learn how to close a portfolio item from the Portfolio Tree.
Steps
- Click Portfolio > Planning > Portfolio Tree.
-
To the right of a portfolio item, select the Add Child Portfolio Item drop-down menu, and then click Close Portfolio Item.
-
Click Close Portfolio Item again when prompted.
Any open child items in a Portfolio Item will need to be closed or moved to a new portfolio item in order to close the selected portfolio item. You cannot close a portfolio item if it has open child items.