How to attach/remove a Portfolio to/from an Objective

Once Objectives have been created, Portfolios can be attached to Objectives so that all the Key Attributes will be shared.

As a Strategy Manager

  1. Log in to the HTML5 client.

  2. Select the Objectives workspace, Portfolio Folders sub-tab.

  3. Click on the ATTACH PORTFOLIO button, and select one of the two available commands: Add a Portfolio Folder or Add multiple Portfolio Folders.

  4. In the Attach a Portfolio Folder popup, select the portfolio folder you want to attach to the Objective.

  5. The Portfolio card is added to the view.

  6. To remove a Portfolio from an Objective, click on the More (MoreVertical) button available on the right hand side of the Portfolio card, and select the Remove attachment command.

As a Portfolio Manager

  1. Log in to the HTML5 client.

  2. Select the Portfolio Center workspace, Objectives tab.

  3. Select a Portfolio Folder in the selector.

  4. Click on the ATTACH OBJECTIVE button, and select one of the two available commands: Add an Objective or Add multiple Objectives.

  5. If you selected the Add an Objective command:

    1. In the Attach to an Objective popup, select the Objective the portfolio is to be attached to.

    2. In the Attach to Objective popup, click on the DONE button.

    3. The Objective card are added to the view.

  6. If you selected the Add multiple Objectives command:

    1. In the Attach to Objectives popup, select the Objectives the portfolio is to be attached to.

    2. Click on the DONE button.

    3. The Objectives cards are added to the view.

  7. To remove an Objective from a Portfolio, click on the More (MoreVertical) button available on the right hand side of the Portfolio card, and select the Remove attachment command.