User guide / Steering a portfolio / Adding projects to a portfolio
Portfolio managementAdding projects to a portfolio
Attach existing projects to a portfolio, remove some, or create a project directly in the portfolio.
1 min read updated October 2026
A portfolio evolves with your projects: you can add or remove projects at any time.
Adding or removing projects
- 1Open the portfolio from the My portfolios section of the left menu.
- 2Click New project: the organisation's project list appears.
- 3Tick the projects to add. Projects already attached are ticked: untick them to remove them.
Creating a new project in the portfolio
At the bottom of the same list, the New project button opens the usual creation window. The project created is automatically attached to the portfolio.
From the project list
You can also start from the general project list: select several projects and use the action bar to add them to the portfolio of your choice.
Good to know: removing a project from a portfolio doesn't delete it. It stays available in My projects and in its other portfolios.
Frequently asked questions
Why doesn't a project appear in the list?
The list only offers the projects you have access to. Project templates are not listed either.
Is the number of projects in a portfolio limited?
No, a portfolio can group as many projects as needed.