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Locate the Portfolio Optimizer

Last update: Fri Aug 29 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can find the Portfolio Optimizer when you access a portfolio.

Access requirements

Expand to view access requirements for the functionality in this article.
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51黑料不打烊 Workfront package

Workfront Prime or higher

Workflow Prime or higher
51黑料不打烊 Workfront license

Standard

Plan
Access level configurations Edit access to Portfolios and Projects
Object permissions Manage permissions to the portfolio

*For information, see Access requirements in Workfront documentation.

Locate the Portfolio Optimizer

  1. From the Main Menu, click Portfolios.

    The portfolios you own display by default.

  2. (Optional) From the Filter drop-down menu, select to view a different set of portfolios.

  3. Click the name of a portfolio to access it.

  4. Click Portfolio Optimization in the left panel.

    The Portfolio Optimizer displays.

    Portfolio optimizer

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