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Adding a Portfolio Item in 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, choose any of the options described in this article.

How To

  1. Go to Portfolio Planning > Portfolio Tree.
  2. Click Add Portfolio Item in to top right corner of the page.

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

Save

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