Create a Portfolio

A portfolio is a special type of site that allows you to specify the project sites you want BrightWork Reporter to report on.

To create a Portfolio:

1. Go to the Portfolio Reporting area and click Settings | Create Portfolio to open the New Portfolio Site page.
2. Give the Portfolio a Title, Description, and, if desired, a different URL name to the auto-populated one.
3. If needed, configure the Permissions, Navigation and Navigation Inheritance settings.

   • Permissions
     Select:

   • • Use same permissions as parent site
       To give all users who have access to the parent site access to the new project site

     • Use unique permissions
       To give only the project site creator access to the project site and opt to add other users manually

   • Navigation

   • • Select Yes to include the new project in the parent project Quick Launch and Top Link bar.

       Note: The site will only be included in the Top Link bar if the Top Link bar has inheritance switched off.

     • Select No to not include the new project in the parent project Quick Launch and Top Link bar.

   • Navigation Inheritance

   • • Select Yes to have the new project site inherit its top link bar from the parent site.

     • Select No to have the new project site have its own set of links on the top link bar and to exclude the parent site from the Breadcrumbs navigation (this means the Breadcrumbs navigation starts at the new project site).

       Note: If you opt to stop inheriting the Top Link bar, the BrightWork Help link will also disappear. See Restore BrightWork Help link for more information.

4. Select the portfolio template that you wish to use to create the site.

   Select

   • Create an empty portfolio to create a portfolio using the Project Office Portfolio site definition template.

     Note: The Project Office Portfolio template includes the same reporting structure as the Project Office template.

   Or

5. Copy existing portfolio and select the portfolio from the Portfolio Picker.

6. If needed, select Configure Content to configure the Copy Settings.
7. Click Create.