Portfolio filters control the scope of the projects included in the portfolio. 


Select the filter button.




Select add / edit portfolio.




Select edit against the portfolio you want to set the filters for. Filters cannot be set against the all projects portfolio.






Advanced filters


Select to use advanced filters if you want to filter by portfolio criteria such as stage gate, priority etc. These are set against individual projects.





Force the inclusion of projects into the portfolio filter


You can also force Kelloo to include projects in the portfolio that do not meet the advanced filter criteria by manually selecting the projects to include in the portfolio.






How filter criteria are applied


To understand how filter criteria are applied let us look at the example below.


The CRM Project and Kelloo Release will always be included (even if they do not meet the advanced criteria).


In addition any projects that have a project status of in trouble AND a priority of high OR medium will be included.