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home/Academy/Portfolio/How to unlink a project from a portfolio
Popular Search:Getting Started, Configuration

How to unlink a project from a portfolio

31 views 0 31 januari 2019 Updated on 31 January 2019 jbrouckaert

If you have a portfolio role, you can remove projects to your portfolio. In the bizztracker terminology we use the term “unlinking”.

  • Go to the Portfolio menu.
  • Open the portfolio for which you want to unlink projects.
  • Browse to the tab “Projects”.
  • In each row there is an “Remove” icon. Click this icon to unlink the project from the portfolio.
  • By unlinking you do NOT delete the project itself. You only remove the link between the project and the portfolio.
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Portfolio
  • How to unlink a project from a portfolio
  • How to make a portfolio private
  • How to give a user access to a specific portfolio
  • How to manage segmentation on portfolio level
  • How to manage portfolio financials
  • How to link a project to a portfolio
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Popular Search:Getting Started, Configuration