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How to create a portfolio and add projects or programs

Short answer: In Projects choose Portfolios, fill in New portfolio and choose Create portfolio. Then use Add a project or program. Intake and prioritization and Scenarios and capacity are tabs inside the portfolio.

Verified for PVology 0.19.0 · updated 2026-10-06

When to use this

You want to see and govern a set of projects and programs together.

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