User guide / Creating a portfolio

Portfolio management

Creating a portfolio

Understand what a portfolio is for and create one to group your projects by business area.

2 pages · updated October 2026

1. 01 What is a portfolio? Understand what a portfolio is for: grouping projects to steer them together. 1 min
2. 02 Creating a portfolio Create a portfolio, give it a name and a colour, then attach your first projects to it. 1 min

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