Who this is for: ChangePlan admins and portfolio owners.
A portfolio groups related initiatives so you can manage and report across them. Once you add a portfolio, it appears in the Portfolio list when anyone creates or edits an initiative.
Add a portfolio
- Click Create at the top of the left menu.
- Choose Portfolio.
- Enter a Portfolio name.
- Choose the Initiatives to include.
- Under Full Access, add the people who can view and edit the portfolio and add users to it.
- Click Save & view portfolio.
If ChangePlan offers to email the people you added, choose whether to notify them. You might skip this if you added only yourself.
Portfolio settings
Portfolios also have a status (active, inactive or hidden) and roles for the people involved, such as owner, contributor and viewer. Set these when you add the portfolio, or later when you edit it.
After you add it
- The portfolio appears in the portfolios list, in alphabetical order, with its total number of stakeholders.
- Choose it in the Portfolio list when you create an initiative to add the initiative to it.
- Use it to manage and monitor its initiatives, and to filter the Initiatives page and portfolio reports under Reports.
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Still stuck?
Email support@changeplan.co with a screenshot of what you see, and we'll help.
Last updated: 20 October 2026