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Open Portfolio dialog

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Use the Open Portfolio dialog to open a project group that belongs to one of three grouping categories:

Note: The Open Portfolio dialog only displays EPS nodes, project codes, and portfolios you have rights to open.

To select a grouping category, click Choose project group.

Notes:

To choose the columns you want to display, click Columns. Columns are not available when Portfolios is selected as the grouping category.

To search for a project group, click Search, then type your search criteria. The search results only apply to the selected grouping category (EPS, portfolio, or project code). To clear the search results and display the list of available project groups, delete your search criteria or click Search again.

To choose a project group to open, select an available EPS node, portfolio, or project code value, then click OK.

Tip: You cannot select a project code; you can only select project code values. When the dialog is organized by project codes, you must expand the list of project codes to display the values associated with those codes. For example, if there's a project code named Location, with code values of North, South, East, and West, you can choose to open one of the code values, but not the project code Location.

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.

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