Portfolio Content › Include and Exclude Portfolio Investments

Include and Exclude Portfolio Investments

After you create a portfolio, its contents are empty. Investments, although available in the portfolio, are not automatically added. To add an investment to the portfolio content, the following must be true:

• The investment type must be marked as Included.
• The investment meets the conditions of the built power filter, or you add it individually. Only those investments to which you have access rights are available for you to add to your portfolio.

For department portfolios, only the eligible investments are available for adding. For example, if you include the Project investment type, only those projects that meet the criteria (that is, provider or customer) are available for adding.

Included investments have a yellow checkmark in the Included column. Included investments can be considered as potential portfolio content. You can then start adding individual investments from the included investment types.

Excluded investment types do not have a yellow checkmark in the Included column.

Follow these steps:

1. With the portfolio open, click Contents.

   The portfolio contents appear.

2. In the Include and Filter Investments section of the portfolio contents page, select the investment type you want to include.
3. Click Include.

You can exclude an investment type to leave out investments of that type.

Follow these steps:

1. With the portfolio open, click Contents.

   The portfolio contents appear.

2. In the Include and Filter Investments section of the portfolio contents page, select the investment type you want to exclude.
3. Click Exclude.

More information:

Exclude Investments from Scenarios

Add and Remove Individual Portfolio Investments