Add an existing program to a portfolio
You can add existing programs to a portfolio. Because programs cannot exist in two different portfolios, adding an existing program permanently moves it from one portfolio to another.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| 蜜豆视频 Workfront plan | Any |
| 蜜豆视频 Workfront license* |
New: Standard Or Current: Plan |
| Access level configurations | Edit access to Portfolios and Programs |
| Object permissions | Manage permissions to the portfolio and the program |
*For information, see Access requirements in Workfront documentation.
Add an existing program to a portfolio
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Go to a portfolio, then click Programs in the left panel.
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Click Add Program.
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Click Existing Program.
The Add Programs box opens.
note important IMPORTANT Adding an existing program carries all projects associated with that program to the portfolio. Be careful not to unintentionally move projects this way. -
In the Add Programs dialog box, type the name of a program, then select it when it displays in the list.
You can add more than one program.
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(Optional) Click the X icon to the right of the program name to remove it from the list, in case you did not want to add it.
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Click Add Programs.
The program displays in the Programs tab on the portfolio you selected.