Filtered portfolios identify projects that meet the filter's criteria at the time the filter is created. Projects that meet the filter's criteria may change over time, so you should periodically refresh filtered portfolios to ensure that all projects that meet the filter's criteria are included in the portfolio.
You can refresh a filtered portfolio from a dashboard or from the Portfolios > Details page.
To refresh a filtered portfolio from a dashboard
A dashboard displays data based on the filter selected in the Filter by field, which can be a portfolio, project code, or project. When the selected dashboard filter is a filtered portfolio, the dashboard displays the last date the filter was refreshed directly beneath the Filter by field. To refresh the filtered portfolio, click .
To refresh a filtered portfolio from the Portfolios > Details page
You can refresh a filtered portfolio from Portfolio Details in two ways:
- Open the filtered portfolio you want to refresh, then click
on the Portfolios toolbar to display the Details page. On the Details page, click Save to refresh the filtered portfolio.
or
- From the Dashboards or Projects action menu, choose Manage Portfolios. Click the name of the filtered portfolio you want to refresh to display Portfolio Details. On the Details page, click Save to refresh the filtered portfolio.
Tip: When viewing data for a filtered portfolio on the Portfolio Analysis page, the page displays the last date the filter was refreshed.