Edit the Project Reference

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Depending on the configuration of Principal Toolbox, projects and programmes can be started from a portfolio and/or from a folder. If you start a project or programme from a folder, it does not exist in any portfolio. If you start a project or programme from a portfolio it will be linked to a portfolio item. That link is called the Project Reference.


If you started a project or programme from a folder and you want to add it to a portfolio, you have to edit the project reference.

Step 1. In the appropriate portfolio, start an initiative. See Starting an Initiative.

Step 2. Navigate to the portfolio item card and click Edit Project Reference, a dialogue box appears.

Step 3. Fill in the dialogue box to select the appropriate project or programme and click OK. The project or programme is now linked to the portfolio.


Note. This function is available depending on your role.