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Closing a Portfolio Item in the Portfolio Tree

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This feature is available in Enterprise and Ultimate editions.

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Overview

Learn how to close a portfolio item from the Portfolio Tree.

Steps

  1. Click  Portfolio > Planning > Portfolio Tree.

  2. To the right of a portfolio item, select the Add Child Portfolio Item drop-down menu, and then click Close Portfolio Item.

  3. 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.