If you have a portfolio role, you can delete a portfolio. Deleting a portfolio is only possible if the you have unlinked all projects that are part of it. To unlink projects from a portfolio, check the FAQ How to unlink a project from a portfolio
- Go to the Portfolio menu.
- Select the portfolio that you want to delete.
- Click the button “Delete” on top of the screen
- A new screen opens which will ask for your confirmation.
- After confirming, the portfolio is deleted.
- Open the “More Info” section and check if there are mandatory fields that need to be entered.
- Click “Save”. A new portfolio has now been created.