Create and edit a portfolio – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners
Portfolios

Create and edit a portfolio

Multiple portfolios can be created to form a hierarchy. Users can manage portfolio structure by themselves and change project’s portfolio when needed.

Create a new portfolio

  1. Go to Projects & services > Portfolios.
  2. Click New Portfolio.
  3. Add Name.
  4. Select parent portfolio if necessary.
  5. Click Save as new.

Edit a portfolio

  1. Go to Projects & services > Portfolios.
  2. Click on the portfolio and in the summary page click Edit.
  3. After you have done the changes, click Save.
Still have questions? We're happy to help Contact Us