How to change portfolio of a project – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to change portfolio of a project

All projects must belong to a portfolio and a project can only belong to 1 portfolio.

  1. Go to Projects & services > Projects.
  2. Select a project and click Edit.
  3. Select the correct portfolio from the list.
  4. Click Save.
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