---
metadata:
  - name: generator
    content: Diplodoc Platform v5.54.5
  - property: og:type
    content: article
  - property: article:section
    content: Проекты, портфели и цели
  - property: og:title
    content: Как создать портфель и добавить проекты
  - property: article:tag
    content: Сборник инструкций
alternate:
  - https://yandex.ru/support/tracker/en/manager/create-portfolio.md
  - https://yandex.ru/support/tracker/ru/manager/create-portfolio.md
  - href: en/manager/create-portfolio.md
    type: text/markdown
    title: Markdown version
  - href: ../llms.txt
    type: text/markdown
    title: llms.txt
title: Managing portfolios in Yandex Tracker
description: This tutorial explains how to manage Yandex Tracker portfolios.
---
> **Documentation Index:** Fetch the complete configuration index at https://yandex.ru/support/tracker/en/llms.txt


# How to create a portfolio and add projects

In this section, you will learn how to manage your portfolios:

* [Creating a portfolio](#create-potfolio)
* [Setting up a hierarchy](#add-portfolios-projects)
* [Editing multiple projects in a portfolio](#bulk-change)
* [Deleting a portfolio](#delete)

## Creating a portfolio {#create-potfolio}

To create a project portfolio:

1. Go to any page a portfolio can be created from:

   * In the left panel, select ![](../_assets/svg/project.svg)</svg> **Projects**, then click **Create** → **Portfolio**.
   * In the [list of portfolios and projects](https://yandex.ru/support/tracker/en/manager/my-projects.md), on the **Structure** tab, click **Create portfolio** under the list.
   * In the [list of portfolios and projects](https://yandex.ru/support/tracker/en/manager/my-projects.md), on the **List** tab, click **Create portfolio** under the list.

1. Enter a name for the portfolio, set the end date, and click **Create**.

1. On the **Description** tab, add information:

   * **Portfolio description**: What you are working on and what goals you want to achieve.
   * ![](../_assets/svg/icon-file.svg)</svg> **File**: Add the portfolio files.
   * ![](../_assets/svg/add-metric.svg)</svg> **Metric**: If you have a DataLens chart that tracks key portfolio metrics, embed it on the portfolio page. For more information about adding a metric, see [this](#add-metrics) guide.
   * ![](../_assets/svg/add-icon.svg)</svg> **Link to project**: Add a link to a project.
   * ![](../_assets/svg/create-checklist.svg)</svg> **Checklist**: Specify the portfolio's key milestones or goals. You can work with a portfolio checklist just like an issue checklist. For details, see [Creating a checklist](https://yandex.ru/support/tracker/en/user/checklist.md).

   * In the right panel, specify the portfolio parameters.

     {% cut "Description of portfolio parameters" %}
      * **Status**: Specify the current stage of the portfolio.
      * **Start date** and **Deadline**.
      * **Lead**, **Customers**, **Followers**, and **Participants**: Start typing the name or login of the employee and select a relevant option from the list.
      * **Included in the portfolio**: Specify the parent portfolio.
      * **Tags**: Add or select the tags that would make it easier to find the portfolio.

      {% endcut %}

By default, a new portfolio is available to all organization employees. [How to restrict access to a portfolio](https://yandex.ru/support/tracker/en/manager/portfolio-access.md)

## Copying a portfolio {#copy-portfolio}

To create a new portfolio based on an existing one, use the copy option.

1. Open the portfolio you want to copy.

1. In the top right corner, select ![](../_assets/svg/actions.svg)</svg> **Actions** → ![](../_assets/svg/double.svg)</svg> **Copy project portfolio**.

1. Configure the portfolio copy options:
    - Specify who will have access to the copied portfolio: **All employees** or **Members only**.
    - To copy the portfolio's files and attachments, enable the **Copy files and attachments** option.
    - To add the source portfolio's projects to the portfolio, enable the **Include same projects in portfolio** option.
    - To copy the values of the portfolio's main fields, enable the **Copy main field values** option.

1. If you selected the **Copy main field values** option, fill in the **Summary**, **Start date**, **Deadline**, and **Responsible** fields. By default, the field values will be copied from the source portfolio.

1. Click **Create copy**.

## Setting up a hierarchy {#add-portfolios-projects}

You can add a project or portfolio to several additional portfolios and work with it just like any other. If a project is worked on by several teams, it will appear in the portfolio tree and on the Gantt chart of each team.

### Adding a parent portfolio {#add-parent}

1. Go to the project or portfolio page and click the **Included in the portfolio** field in the right panel.

1. Select the portfolio type: main or additional.

   {% note info "" %}

   You can add a project or portfolio to one main portfolio and several additional ones, but no more than 40 in total, including the main one.

   {% endnote %}

1. Start typing the portfolio name and select the option you need from the list.
1. Click **Save**.

### Adding a nested portfolio or project {#add-nested}

1. Go to the portfolio page.

1. In the top right corner, click **Add** and select **Portfolio** or **Project**:

    {% list tabs %}

    - Create new

        1. Click **New**.
        1. Enter a name for the project or portfolio.
        1. In the **Deadline** field, specify the end date. By default, the end of the current quarter is set as the end date. If you do not know the end date yet, click ![](../_assets/svg/icon-clear.svg)</svg> to reset the value.
        1. Click **Create**.

      The current portfolio will become the main one for the new project or portfolio.

    - Add existing

        1. Click **Existing**.
        1. Start typing the project or portfolio name and select the option you need from the list.

       {% note info "" %}

       If the existing project or portfolio already has a main portfolio, the current portfolio will become an additional one for it.

       {% endnote %}

   {% endlist %}

## Bulk editing projects in a portfolio {#bulk-change}

To make changes to several projects from one portfolio at once:

1. In the left panel, select ![](../_assets/console-icons/folders.svg) **Projects** and open the portfolio you need.
1. In the selected portfolio, go to the **Projects** tab.
1. Select ![check](../_assets/svg/check.svg) next to the portfolios and projects you want to edit.

   To select all the listed portfolios and projects at once, select ![check](../_assets/svg/check.svg) above the list.

1. Under the list of portfolios and projects, select the operation you need:

   * **Change status**: Select a status from the list.
   * **Assign a lead**: Enter a login or name in the search bar and select the user.
   * **Move to portfolio**: In the window that opens, select an existing portfolio or create a new one on the relevant tab. If one or several of the selected projects and portfolios already belong to another portfolio, this operation will remove them from the previous one and add them to the newly selected one.
   * ![](../_assets/svg/actions.svg)</svg> → **Edit parameters**: In the window that opens, change the parameters you need and click **Apply**. If the fields you need are not in the list, add them by clicking **Edit parameter list**.
   * ![](../_assets/svg/actions.svg)</svg> → **Delete**: Delete the selected projects and portfolios.

1. After the operation is complete, a notification will appear in the bottom right corner showing the number of portfolios and projects that were successfully changed.

## Deleting a portfolio {#delete}

{% note alert "" %}

A portfolio can be deleted by its author or the user specified in the **Lead** field.

{% endnote %}

To delete a portfolio:

1. In the left panel, select ![](../_assets/svg/project.svg)</svg> **Projects** or follow the link [https://tracker.yandex.com/pages/projects ![](../_assets/svg/new-window.svg)</svg>](https://tracker.yandex.com/pages/projects) and open the portfolio page.

1. In the top right corner of the page, click ![](../_assets/svg/vertical-ellipsis.svg) and select **Delete project portfolio**.