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Why can't I see the New Portfolio tab?

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Former Community Member
I can't see the New Portfolio tab. How do I get one? I have Admin access but can't figure out how. Thanks for answering such a simple question!
8 Replies

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Level 4

0690z000007ZkHyAAK.pngthat's strange...if you have full system admin access you should see everything. Do you see the Export, Filter, View and Grouping options when you are in Portfolios? screenshot

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Level 10
Hi - I'd check the layout template to make sure it has the Portfolio tab on it. Even though a person is Sysadmin, they still only see what is allowed by the Layout Template. Eric

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Former Community Member

Yes I do have those, just not the New Portfolio.0690z000007ZkHtAAK.png

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Level 7
it looks like you're looking at a report or dashboard and not the menu option. When you click on "Projects" in the top menu bar, do you see a page that shows Projects, Portfolios, and More as tabs?

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Level 7
So you're good then, right? Problem resolved?

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Former Community Member
Not really... I still don't have the New Portfolio button. How do I get that? Thanks!

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Level 7

are you talking about the button shown in the attached? What does yours look like.0690z000007ZkGvAAK.jpg