How to manage Portfolio Stakeholders

The Portfolio Manager can define who can edit and access his/her Portfolio.

  1. Log in to the HTML5 client.

  2. Select the Portfolio Center workspace, Home tab.

  3. Select a Portfolio folder in the Data Selector.

  4. Click on the MANAGE ATTRIBUTES button available at the bottom of the right panel.

  5. In the Portfolio Identification dialog box, Portfolio Stakeholders section, select the Portfolio Managers, and give Projects Permissions.

  6. Close the dialog box.