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Portfolio and SubPortfolio in Project server 2013 RRS feed

  • Question

  • How to create Portfolio and Sub Portfolio in Project server 2013?
    Need to Create any custom field with Portfolio lookuptable ????


    -Vinod



    • Edited by donivm Monday, June 8, 2015 6:57 AM
    Monday, June 8, 2015 6:53 AM

All replies

  • Hi,

    If you just need to define a common "portfolio" to assign to projects, then you could create a project enterprise custom field, which might be used for example in some reports to consolidate information at portfolio level.

    If you need to perform some portfolio analysis related to costs and resources constraints, you could directly create your portfolio analysis scenarios through the dedicated Project Server portfolio module. See also:

    https://technet.microsoft.com/en-us/library/dn641991.aspx


    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller |

    Monday, June 8, 2015 7:06 AM
    Moderator