Try It!

Portfolios and programs are placeholders to track major initiatives in an organization, but all the work is defined and completed in projects.  Therefore, it is important that all the related programs and projects are attached to, or associated with, the appropriate higher level initiative.

When programs are associated with a portfolio, the program and all its associated projects are also rolled up to the portfolio. Programs can only have projects associated with them, which will roll up to the program.

To add related programs to a portfolio, or a project to a program or a portfolio:

Add related programs/projects to a portfolio

1. Ensure you have the appropriate portfolio (or program) open in Portfolio IQ.
   
   
2. Click the Programs/Projects (or Projects) tab.
   
   
3. Click Add Existing Program (or Add Existing Project).
   
   
4. Click All records if the record you are looking for is not shown.
   
   
5. Select the appropriate Program (or Project).
   
   
6. Click Add.
   
   
7. Click Save & Close.

Relate projects to a portfolio/program

1. Ensure you have the appropriate project open in Project IQ.
   
   
2. Open the Project header.
   
   
3. Search for and select the appropriate Portfolio (Program).
   
   
   Important: While projects can be standalone, a project can only be associated with a single program or a single portfolio.  Similarly, if required, a program can only be associated with a single portfolio.
   
   

Relate programs to a portfolio

1. Ensure you have the appropriate project open in Portfolio IQ.
   
   
2. Open the Project header.
   
   
3. Search for and select the appropriate Portfolio.
   
   
   Important: Similarly, if required, a program can only be associated with a single portfolio.
   
   

Download Job Aid: Creating portfolios and program

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_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}