Programs and Portfolios

Learn how to create Programs and Portfolios

How can I create a new Program, Portfolio or Roll-Up of my Projects?
Creating a new Program, or if you call it a Portfolio/Roll-Up, is super easy! However, only your Organisation's Administrator can create them for you. ...
Wed, 18 Aug, 2021 at 2:35 PM
How do I delete a Program or remove myself from a Program?
Deleting a Program If you’d like to delete a Program, please contact your Organisation Administrator. Deleting a Program does not delete any Project Dat...
Wed, 18 Aug, 2021 at 2:35 PM
Adding and removing Projects to a Program/Portfolio
Once you have created a Program, Organisation and Project Admins can add Projects into that Program to create Portfolio/Roll-Up views of Projects. Step ...
Thu, 23 Jan, 2020 at 3:52 PM
What's the Program/Portfolio 'Racehorse' Schedule view?
To get you up and running, the schedule 'racehorse' view shows all milestones with planned dates for all projects in your program / portfolio. ...
Mon, 2 May, 2022 at 5:23 PM