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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Open a portfolio status list

Open the status list of a portfolio to see the projects that are included in it.

Before you begin

Role required: it_portfolio_manager

Procedure

  1. Navigate to Project > Portfolios > All.

  2. Open a portfolio.

  3. Select the Portfolio Status related link.

    The list of portfolio status records opens.

  4. If necessary, you can select a different project associated with the current portfolio.

Parent Topic:Portfolio Management

Related topics

Create a portfolio

Scenario Planning for PPM

Portfolio Dashboard