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

Click Dashboard
  • On the Icon Bar click the Review button, then click Dashboard.

2. Click Copy Portfolio

Click Copy Portfolio
  1. Click Portfolio.
  2. In the context sensitive drop-down menu, click Copy Portfolio.

3. Click OK

Click OK
  1.    In the Name of new portfolio field, enter a name for the new portfolio.
  2.    In the Description field, enter a description for the new portfolio (optional).
  3.    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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