How do I copy a portfolio in the Dashboard?
In the Dashboard, Project Managers have the ability to create a working copy of a portfolio. Changes can be made to the copied portfolio for project project planning purposes without the original portfolio being affected. This article describes how to copy a portfolio.
1. Click Dashboard
- On the Icon Bar click the Review button, then click Dashboard.
2. Click Copy Portfolio
- Click Portfolio.
- In the context sensitive drop-down menu, click Copy Portfolio.
3. Click OK
- In the Name of new portfolio field, enter a name for the new portfolio.
- In the Description field, enter a description for the new portfolio (optional).
- Click OK.
Continue Sharing: Select this check box to share the newly copied portfolio with the same users and/or groups that the original portfolio is shared with. Note: This option will only be available if the original portfolio is shared.
Switch to new portfolio: Select this check box to change the Dashboard display to the newly copied portfolio.
4. View New Portfolio
- The Dashboard now displays the new portfolio, which is an exact copy of the original portfolio.
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