Adding Projects to a Portfolio Plan

[Allen Van Wey]

We are using Portfolio Releases (Cross-Project Releases) to group changes delivered by multiple teams into a single planned release/deployment. Most of the Projects are already there under our Portfolio Plan, but some projects are not (I'm assuming they might have been created by copying an existing project which was created before we implemented Portfolio). 

Is there a way to associate an existing Project with a Portfolio Plan, or must this be done when the Project is first created? 

[Carlos Garcia Navarro · Accepted solution]

Hi Allen,

You can go to your Portfolio plan, click on the three dots icon to the right of the plan name, and select 'Configure':

Then select issue sources-> 'edit sources', and add the projects to the plan:

Hope it helps,

Carlos

[Allen Van Wey]

Thank you, Carlos! That was exactly what I was trying to do. 

[Phil Burgard]

Question, When trying to Add a release/Project to an existing cross project release, I do not get a list of projects to add.  (note the isssue sources section shows all my projects).