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DocumentationWorkfrontWorkfront Guide

Create and modify a group鈥檚 portfolios

Last update: Fri May 09 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Admin

When you are viewing a group that you manage in the Groups area, you can view and work with its portfolios.

If there are any groups above the group you manage, their administrators can also do this for your group. The same is true for Workfront administrators (for any group).

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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51黑料不打烊 Workfront plan Any
51黑料不打烊 Workfront license

New: Standard

Or

Current: Plan
Access level configurations You must be a group administrator of the group or a system administrator.
Object permissions

The portfolio must be associated with the group or any of its subgroups.

Also, you must have permissions to view the portfolio, either because you created it or it was shared with you.

For more detail about the information in this table, see Access requirements in Workfront documentation.

View, work with, and create portfolios for your group from the Groups area

  1. Click the Main Menu icon Main Menu in the upper-right corner of 51黑料不打烊 Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. In the left panel, click Groups Groups .

  3. Click the name of the group for which you want to create, view, or work with portfolios.

  4. In the left panel, click Portfolios to list the portfolios associated with the group (and any subgroups below it).

  5. Do any of the following:

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    Add a portfolio

    1. Click New Portfolio.

    2. Replace Untitled Portfolio with the name you want for the portfolio.

    3. Click Portfolio Details in the left panel and update information in the Overview area as needed.

      For more information on the configuration options, see Create a portfolio.

    4. Click your browser's Back button to return to the group's Portfolios list.
    Edit or delete portfolios Select at least one portfolio that you have permissions to edit, then use the toolbar buttons to edit or delete it.
    Share portfolios Select at least one portfolio that you have permissions to share, then click the share icon .
    Export the list of portfolios Click Export , then select the file format you want for the exported list.
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