Shared guide

How to manage project portfolios

Step-by-step guide covering: Click the Q3 2026, Portfolio link; Click the Add work button; Click 'Set color' option; Click the Set color option.

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·16 steps·4 views·Published
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Step-by-step Guide16 steps

  1. Click the Q3 2026, Portfolio link

    Click the Q3 2026, Portfolio link
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  2. Click the Add work button

    Click the Add work button
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  3. Click 'Set color' option

    Click 'Set color' option
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  4. Click the Set color option

    Click the Set color option
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  5. Click the Edit portfolio details option

    Click the Edit portfolio details option
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  6. Click to add portfolio description

    Click to add portfolio description
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  7. Type the portfolio description

    Type the portfolio description
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  8. Click the Close this dialog button

    Click the Close this dialog button
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  9. Click the Set status button

    Click the Set status button
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  10. Click the At risk status option

    Click the At risk status option
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  11. Type the date in the status update field

    Type the date in the status update field
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  12. Click 'Add or remove collaborators' option

    Click 'Add or remove collaborators' option
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  13. Type 'ja' in Lui 11355

    Type 'ja' in Lui 11355
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  14. Click the Limited access member label

    Click the Limited access member label
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  15. Click the Post button

    Click the Post button
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  16. Click Grant access to add collaborators

    Click Grant access to add collaborators
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