Managing portfolios

The main P6 web page has four main tabs available: Dashboards, Portfolios, Projects, and Resources. Click on the arrow in the Portfolios tab to navigate to the Portfolios section.

Choose Portfolios | Manage Portfolios to see a list of all current portfolios. This will show the portfolio descriptions, the number of projects in each, and the accessibility of the portfolio. Click on the down arrow in the Projects column to show the list of specific projects within a given project portfolio.

Projects are assigned to portfolios either through a set of criteria or manually (see next section). Portfolios may be grouped by project codes or other features which we will explore later.

The composition of a portfolio varies widely. Different portfolios may cover projects in a specific geographic area. They may cover projects within different business units. They may be organized by project size. One of the great advantages of portfolios is their flexibility. In a single instance of...