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Portfolios Features Overview

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If you have appropriate module access, you can use the Portfolios section of P6 Web Access to view summarized cost, schedule, and performance information for groups of projects. A variety of data layouts enable you to analyze and evaluate fundamentals at the group and project levels to support planning and decision making. Portfolios pages are also available for reviewing issues, risks, and notebooks.

For information about all available pages within the Portfolios section, refer to Choose a page in the Portfolios section.

To access Portfolios features

Click Down arrow on the Portfolios tab of the global navigation bar to display the Portfolios action menu, then choose from the following options:

Note: The menu items available in the action menu depend on your security privileges and the settings defined in your assigned user interface view. You can view and modify your personal view settings in View Preferences; however, your ability to modify your settings is based on an administrative option. To access View Preferences, click Preferences at the top of any page, then select the View tab.

Manage Portfolio Views

Choose Manage Portfolio Views to display a list of all portfolio views available to you, and to create, modify, and delete portfolio views. Portfolio views are custom layouts of project information you can use to aid analysis of project groups on the Portfolio Analysis page or in Portfolio View portlets on a dashboard. The portfolio views available to you are organized by view type.

For detailed information on creating, modifying, or deleting portfolio views, see Create or modify portfolio views and Delete portfolio views.

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Manage Scenarios

Choose Manage Scenarios display a list of all scenarios available to you, and to modify or delete scenarios. Scenarios are historical snapshots of project group data you can use to aid analysis of project groups on the Portfolio Analysis and Capacity Planning pages.

For detailed information on modify scenarios, see Modify scenarios. For detailed information on deleting scenarios, see Delete scenarios.

Tip: You can create scenarios on the Portfolio Analysis and Capacity Planning pages. See Create scenarios for detailed information.

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Manage Portfolios

Choose Manage Portfolios to display a list of all portfolios available to you, and to create, modify, or delete portfolios. A portfolio is a group of projects specified by the portfolio creator. The list of portfolios available to you includes all global portfolios, portfolios created by other users you have rights to access, and all portfolios you've created.

For detailed information on creating, modifying, or deleting portfolios, see Create, modify, or delete portfolios.

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Open Portfolio

Choose Open Portfolio to display the Open Portfolio dialog. You can choose to open a project group that belongs to one of three grouping categories: EPS, project code, or portfolio. To select a grouping category, click Choose project group.

Note: The Open Portfolio dialog only displays EPS nodes and portfolios you have rights to access.

An EPS group contains projects that belong to a specific organizational entity defined in the project database (an EPS node). A project code group contains projects that have been assigned to a specific user-defined code, or grouping value.

Unlike these groups, which are often defined by an administrator at the organizational level, a portfolio is a group of projects specified by the portfolio creator. The list of portfolios available for you to open includes all global portfolios, portfolios created by other users you have rights to access, and all portfolios you've created.

When you open a project group, P6 Web Access launches the Portfolios landing page. The landing page may be any available page in the Portfolios section (such as Portfolio Analysis or Executive Summary) and is defined in your assigned user interface view. If necessary, you may be able to change your view preferences to specify a different landing page.

For detailed information on opening a project group, see Open a project group in the Portfolios section.

Tip: Click Down arrow on the Projects tab of the global navigation bar to view a list of your most recently used projects or project groups. Select an item from the list to open it and display the Projects landing page. To open the last project or project group you worked with, click Projects in the global navigation bar.

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