Add a Project Site to a Portfolio

A portfolio is a special type of site that allows you to specify the project sites you want BrightWork Reporter to query. Only the project sites that are added to a portfolio are included in the scope of a report (unless Report XML is the selected scope).

To add a Project Site to a Portfolio:

1. Navigate to the Portfolios Area and select the portfolio you want to add the project to.

2. Click Add new item on the Portfolio Projects list web part to create a new Portfolio Projects list item.

   

3. Fill out the Portfolio Projects New Item form. The fields on the form include:

1. • Site Address
     Select the site you want to add to the portfolio from the site picker or specify a site URL by typing or paste the full URL of the project site you want to add to the portfolio.

     1. Click Browse to open the picker.
        
        

     2. Click Return to display all the available sites.

     3. Select a site and click OK.
        
        

   • Site Title
     The title will automatically be populated with the site title; however, if you wish to specify an alternative site title, select Specify a custom title to use for this site and enter an alterative title.

   • Include in Portfolio
     Leave selected to include the project site in BrightWork Reporter queries.

   • Include sub-sites
     Select to include the selected site's sub-sites in the portfolio.

   • Note:

     This feature allows you to add a roll-up template (e.g. Project Office) to a portfolio and have all its sub-sites appear in the portfolio reports. Any sub-sites subsequently added will also appear. You should also note that sites created with the Issue Office and Project Office templates are excluded from reports by default.

   • Notes
     Add any relevant comments regarding the project site.

4. Click OK.

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