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Share project access with a portfolio
In This Article
Available on Asana Advanced, Enterprise, and Enterprise+ plans. See our pricing page for more information.
Project–portfolio access sharing allows project admins to give visibility and access to all members of a parent portfolio. This keeps permissions aligned across related work and removes the need to manually configure access for every project in a portfolio.
When a project admin shares project access with a portfolio:
- All members of the parent portfolio automatically get access to the project.
- Members inherit the same access level on the project that they have on the portfolio
- Portfolio admin → Project admin
- Portfolio editor → Project editor
- Any membership or role changes made at the portfolio level automatically sync to the project.
This creates consistent, up-to-date access across all connected work, without needing to manage every project individually.
How to share a project with a portfolio
From the project
- Open the project.
- Click Share.
- At the bottom of the share modal, select Manage access.
- Choose the portfolio(s) you want to share access with.
- In the role dropdown, select Same as portfolio.
What happens after enabling
- All current portfolio members are added to the project with their portfolio-level roles.
- Any changes to the portfolio’s membership automatically update the project.
- The project appears as a connected project in that portfolio.
Project visibility
Note
Portfolio visibility determines project visibility
Sharing a project with a portfolio inherits the visibility of that portfolio.
If you share a private project with a public portfolio, the project becomes visible to everyone who can see that portfolio.
Because public portfolios are visible to all members of the team or organization, connecting a private project to a public portfolio expands its visibility.
