To access Projects, select Portfolios or Projects from the left main menu.
Alternatively, use the search icon in the top-right corner to search for your project.
Your Projects list will display:
Your Favorites: When you starred a Project, it will show under this group.
My Projects: All the projects that you are a member of will automatically show in here. You don't need to manually add to here.
Personal: All your personal Projects will be here
Personal Projects can only be seen by you, and you can create tasks on the project but not work plans.All other Portfolios: All Portfolios with Projects under them that you have access to.
Use the search bar on the top to search for Projects by name or Project number.
Portfolio Quick Actions
When hovering over a Portfolio row, a quick action bar will appear. This bar provides the following options:
Go to Portfolio – Navigate directly to the selected Portfolio.
Edit Portfolio Information – Modify the name, description, or other Portfolio details.
Create Project in Portfolio – Initiate a new Project within the selected Portfolio.
