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DocumentationWorkfrontWorkfront Guide

Add projects to a portfolio

Last update: Thu May 29 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

We recommend that you add projects to portfolios when you initiate them. However, you can add them to a portfolio at any time during their lifetime.

Consider the following when adding projects to portfolios:

  • Although a portfolio may contain an unlimited number of projects, you can associate only one portfolio with a project.
  • A project remains in a portfolio until it is removed or associated with another portfolio.

Access requirements

Expand to view access requirements for the functionality in this article.
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ÃÛ¶¹ÊÓƵ Workfront plan Any
ÃÛ¶¹ÊÓƵ Workfront license*

New: Standard

Current: Plan
Access level

Edit access Portfolios

Edit access to Projects
Object permissions

Manage permissions to the portfolio

Manage permissions to the projects

*For information, see Access requirements in Workfront documentation.

Add a project to a portfolio

  1. Go to a portfolio, then click Projects in the left panel.

    Portfolio with projects

  2. Click New Project and select a method for adding a project.

    note tip
    TIP
    You cannot add a project when you view the list of projects in the Milestone view.

    Select from the following options:

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 layout-auto html-authored no-header
    Existing Project Add a project that has already been created.
    New Project

    Add a new project.

    For more information about creating a new project, see Create a project.
    Import a Project from MS Project

    Add a project that you previously exported from MS Project and have saved on your computer.

    For more information about creating a new project by importing it from Microsoft Project, see Import a project from Microsoft Project.
    Request Project

    Request that a project is approved.

    For information about requesting projects, see Requesting a Project.
    New from Template

    Add a new project using an existing template.

    For more information about creating a project from a template, see Create a project using a template.

    New project dropdown

  3. (Conditional) If you selected to add an existing project, the Add Projects box opens.

    Add existing project

  4. Start typing the name of a project in the Add Projects to this Portfolio field, then click them when they appear in the list.

    You can add more than one project.

  5. (Optional) Click the X icon to the right of the project name to remove it from the list, if you decide not to add it to the portfolio.

  6. Click Add Projects.

    The project or projects you selected are now associated with the portfolio.

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