As a PfM, PMO, I can create a portfolio

Portfolio Managers (PfM), and also PMO, can create a new portfolio by clicking the ‘Add Portfolio’ button. A portfolio can be deleted by clicking the ‘Portfolio Settings’ icon [⚙], meaning that the portfolio component projects will not belong to that portfolio anymore.

Frequently Asked Questions

Who can create a portfolio in PMPeople?

Both Portfolio Managers (PfM) and PMOs have the permission to create a portfolio.

How do I create a portfolio?

Click the ‘Add Portfolio’ button in the relevant interface where you manage portfolios.

What happens when a portfolio is deleted?

The portfolio is removed, and its component projects are no longer associated with it.