Create a portfolio

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • Create a portfolio to manage related programs, projects, and demands.

    Before you begin

    • Create demands, programs, and projects to include as part of the portfolio.
    • Role required: it_portfolio_manager or admin

    Procedure

    1. Navigate to All > Project > Portfolios > Create New.
    2. Enter a unique Name that summarizes the programs, projects, and demands included in this portfolio.
    3. Enter a Description for the portfolio that adequately explains the various programs, projects, and demands attached to it.
    4. Enter the name of the Portfolio Manager.
    5. Select Create Portfolio.

    Result

    The portfolio is created and the form reopens with additional fields, related links, and related lists.

    What to do next

    Fill in the following related links and lists to complete the portfolio:
    Table 1. Portfolio form Related links
    Field Description
    Demand Workbench Link to open Demand Workbench.
    Portfolio Target Link to open the Portfolio Target dialog box for you to enter the CAPEX and OPEX target for each fiscal year. This target amount is split equally among the fiscal periods.

    The portfolio target is included in the Portfolio Target related list.
    Portfolio Planning Link to open Portfolio Planning Workbench for scenario planning. This related link is available when Scenario Planning for PPM is installed in your instance. For more information, see Scenario Planning for PPM.
    Analytics Portfolio Link to open the PMO Dashboard. The dashboard generates graphical reports for the portfolio.
    Table 2. Portfolio form Related lists
    Field Description
    Demands List of demands that are part of the portfolio.

    To create a demand, select New.

    To add existing demands to the portfolio, select Edit.
    Projects List of projects that are part of the portfolio. To add existing projects to the portfolio, select Edit.
    Programs List of programs that are part of the portfolio.

    To create a program, select New.

    To add existing programs to the portfolio, select Edit.
    Risks List of risks that are part of the portfolio. The program, project, and demand risks are also displayed in this list.

    To create a risk, select New.
    Issues List of issues that are part of the portfolio. The portfolio, program, project, and demand issues are also included in this list.

    To create an issue, select New.
    Cost Plans List of cost plans of projects and demands that are part of the portfolio.
    Monetary Benefit Plans List of monetary benefit plans of projects and demands that are part of the portfolio.

    To create a monetary benefit plan, open the project or demand record and select New in the Monetary Benefit Plans related list.
    Non-monetary Benefit Plans List of non-monetary benefit plans of projects and demands that are part of the portfolio.

    To create a non-monetary benefit plan, open the project or demand record and select New in the Non-monetary Benefit Plans related list.
    Portfolio Target List of portfolio capital and operational expense target for different fiscal years. The values are displayed from the project_funding table. Set these values in the Portfolio Target window on the portfolio form. You can create targets for different financial periods.
    Note:
    The PPS admin can also set the portfolio target by navigating to Project Administration > Enter Portfolio Target.
    Planning & Budgeting According to the fiscal years, lists projects and demands that are part of the portfolio. You can include or exclude a project or demand from the portfolio budget plan.