Portfolio Content › Portfolio Roles › Add Roles to a Portfolio

Add Roles to a Portfolio

You can add multiple primary roles and their capacity to your portfolio. The unit type (FTE or Hours) that you select is used to prepopulate role capacities in that unit. The unit type is also used for displaying the role capacity and demand in the portfolio.

Role capacity is interpreted as the sum of capacity for all resources that have the selected role as their primary role. You can override the prepopulated capacity by entering a new value.

If a role added to the portfolio is made inactive (from the resource management pages), the portfolio still displays that role. The role does not include it in any calculations.

When a role is removed from the portfolio, it is also removed from any of the portfolio scenarios which included the role.

To add a role to your portfolio

1. With the portfolio open, click Contents.

   The portfolio contents appear.

2. In the Portfolio Roles section, click Add.

   The select roles page appears listing the roles to which you have view access rights.

3. Select and add the desired roles.

   The selected roles appear listed in the portfolio contents.