Search

Create, modify, or delete portfolios

Tips

Related Links

Project portfolios let you group projects so you can easily view data for more than one project at a time. For example, you can filter a dashboard by a portfolio to view a wide range of information for multiple projects at one time. Using portfolios, you can review summary data and status information for the group as a whole or for individual projects in a portfolio.

You can create portfolios for your own use or for sharing with another user. If you have the required security privilege, you can also create global portfolios, which are available to all P6 Web Access users.

You can create, modify, and delete portfolios from the Dashboards and Portfolios action menus. Additionally, on the Portfolio Analysis and Capacity Planning pages in the Portfolios section, you can create a portfolio from the list of selected projects in a displayed scorecard.

Create a portfolio from the Dashboards or Portfolios action menus

  1. From the Dashboards or Portfolios action menu in the global navigation bar, choose Manage Portfolios.
  2. Click Create Project Portfolio.
  3. Type a unique portfolio name, with a maximum of 40 characters.

The portfolio name must be unique according to its access type, that is, user specific or global. For example, two users could have a portfolio with the same name, but no two global portfolios can have the same name.

  1. In the Manage this portfolio field, choose how you want to add projects to the portfolio :
  1. To indicate whether the new portfolio is for your use, is available to all users (global portfolio), or another user, choose the corresponding option.
Note: The global option is disabled if you do not have the required security privileges.
  1. If you chose to manage portfolios Manually, add projects to the new portfolio by moving them to the Selected Projects list.
    Tip: To search for a specific project click . To close the search window, click the icon again.

    If you chose to manage portfolios By Filter, define the filter by selecting filter parameters and values.
  1. Click Save.

top

Create a new portfolio from selected projects

When analyzing scorecard data for a project group on the Portfolio Analysis and Capacity Planning pages in the Portfolios section, you may decide that some projects do not meet your criteria for further consideration or do not belong in the project group you are viewing. For example, after displaying a waterline in the scorecard, you could determine that only those projects that meet your waterline criteria warrant further analysis. After clearing the checkbox next to projects listed in the scorecard you do not want to include in the new portfolio, you can quickly create a new portfolio from the projects that are still selected.

Tip: When you display a waterline, each project that meets the waterline criteria is automatically checked in the scorecard.

To create a new portfolio from the selected projects, click the Create Portfolio icon above the scorecard. On the Create Portfolio page, each project selected in the scorecard is listed in the Selected Projects section. Enter a name for the portfolio and set portfolio options. When you are finished, click Save to save the portfolio and return to the Portfolio Analysis or Capacity Planning page.

top

Modify a Portfolio

  1. From the Dashboards or Portfolios action menu in the global navigation bar, choose Manage Portfolios.
  2. Click the name of the portfolio you want to modify.
  3. Modify the portfolio, then click Save.
Tips:

top

Delete a Portfolio

  1. From the Dashboards or Portfolios action menu in the global navigation bar, choose Manage Portfolios.
  2. Click the Delete link that appears to the right of the portfolio name.
Note: The Delete link appears for global portfolios only if you have the required privilege.

top