You can create Portfolios in PPM Express, add Projects and/or Programs to your Portfolios or create new Projects/Programs from the Portfolio dashboard directly. It is also possible to link your Portfolio to one of the connections supported by PPM Express.
1. On the Portfolio PPM Express page in the upper left part of the screen, click on the New dropdown and choose Portfolio. New portfolio menu will appear on the right part of the screen.
2. Click on the menu title (New portfolio) and enter the name of your new portfolio.
3. You can choose the required layout that will be applied to your Portfolio at once. Also, it is possible to choose the sections required by expanding them and checking the corresponding checkboxes (you will be able to change these settings later).
Create Filter option allows creating a project filter automatically on portfolio creation. If this option is selected and the filter is created, projects can be viewed/filtered by this portfolio on the Projects page.
Click Create Portfolio button. Your new portfolio will be created, and you will be redirected to the portfolio dashboard.
Please note: It is possible to assign several managers for the same Portfolio. For this purpose open the Portfolio Dashboard => Details section => Manager field.
Linking a group
As the Portfolio is created it can be linked to Office365 to Teams group connection in PPM Express (as for now only Office365 and Teams group connection is supported).
We will review the process of linking your portfolio to the Office 365 group as an example.
Linking your Portfolio to the Office365 group allows you to easily access the linked group and its content from the Portfolio dashboard in PPM Express.
This group can be used as storage for different kinds of documents.
To link your Portfolio to Office 365 group, perform the following:
1. On the portfolio dashboard, click the 
Link button in the upper right corner of the screen. The Configure connections window will appear.
2. Choose a connection (an account used to get access to the source system).
If you do not have any connections added, select the 'Add new connection' option and provide the credentials for your Office 365 account.
3. To link the portfolio with an existing group, use the Select group tab and then choose the corresponding entity from the list. To create a new entity to link your portfolio with, use the Create group tab.
4. Check the 'Add manager as an owner to Office 365 group' checkbox if you want to add the PPM Express portfolio manager as an owner of the linked Office365 group during portfolio synchronization in PPM Express.
5. Click on the Link group button to start portfolio linking.
As the portfolio is linked, you will see the connection icon in the upper left part of the Portfolio dashboard. If you click on this icon Office365 group will be opened in a new tab, and you will be able to review its content.
Adding a project/program to a portfolio
1. On the Portfolio dashboard, navigate to the Programs & Projects section by clicking Programs & Projects in the navigational menu on the left or by simply scrolling the page down.
2. Click the Add (projects/programs) button. Add projects/programs pop-up menu will appear.
Add projects/programs option allows adding a project/program to a portfolio from the list of existing projects.
3. Select projects from the dropdown menu and click Done.
4. Click the Create (project/program) button to create a brand new project/program within the current portfolio.
Please note: One specific project/program may belong to several portfolios.