Dynamic Portfolios leverage the power of Salesforce list views to dynamically filter and update portfolios, eliminating the need for manual updates. When a Project list view is associated with a portfolio, any project records that meet the list view criteria, are reflected in the portfolio in real-time. This ensures that portfolios always present the most up-to-date information based on the selected Project list view.
To enable Dynamic Portfolios in your Salesforce org, please see Admin Guide - Enable Dynamic Portfolios.
For more information on how to create List Views in Salesforce, please see Create and Customize List Views.
Please note the following:
This section shows you how to create a Dynamic Portfolio.
You can always change the project list view used in a Dynamic portfolio. This section will show you how.