If you have a portfolio role, you can add projects to your portfolio. In the bizztracker terminology we use the term “linking”.
- Go to the Portfolio menu.
- Open the portfolio to which you want to link projects.
- Browse to the tab “Projects”.
- Click the button “Add existing project”.
- Select one or more projects from the pop-up screen and click the button “Add” at the bottom of the screen.
- The projects are now linked to this portfolio