Portfolio Structure

Overview

The Portfolio Structure page provides a flexible and powerful way for administrators to organize and manage all projects across the account.
Initially, no structure exists — admins must create the structure manually based on their organizational needs.

The most complete structure is:

•  Portfolio(s) → Program(s) → Project(s)

The structure is completely flexible. This flexibility allows organizations to mirror their actual operational hierarchies, whether simple or complex. A project can also exist directly under a portfolio, without being nested inside a program.

Key Functionalities

Creating the Structure

Admins can create new Portfolios and Programs at any time using the Create button at the top of the page.

Selection-Based Actions

Actions like Move and Rename become available only after selecting one or more items (projects, portfolios, or programs).
Without a selection, these action buttons remain disabled, ensuring a clean and error-free workflow.

Renaming Portfolios and Programs

Administrators can rename existing portfolios or programs:

• Select the item.
• Click the Rename button.

Moving Projects

Projects can be moved between portfolios, programs, or even placed directly under the account.
To move a project:

• Select the project(s).
• Click the Move button.
• Choose the new destination.

Important Notes

There is no mandatory structure — you can tailor it exactly to your organizational model.

Changes to structure do not affect project data itself; they only change where the project is located within the portfolio view.