In the Portfolios section of P6 Web Access, you can choose to view projects that belong to one of three grouping categories: EPS, project code, or portfolio.
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. You can create project portfolios for yourself and for other users of Web Access.
When opening a project group, you can:
- open any project group
- open the last project group you worked with
- open a recently used project group
Tip: The first time you launch P6 Web Access after initial installation or upgrade, you must use the Open Portfolio dialog to open a project group. The application launches the Open Portfolio dialog automatically the first time you click Portfolios in the global navigation bar. Thereafter, you can access project groups directly from the most recently used portfolios list or from the Open Portfolio dialog.
- From the Portfolios action menu in the global navigation bar, choose Open Portfolio.
- Click
to select a category of available project groups: EPS, portfolio, or project code.
- Click
to select to display project groups by: ID, Name, or ID and Name.
Tip: After selecting a category, to search for a group, click
, then type the search criteria. The list of available groups updates dynamically as you type. The search results that display apply only to the selected grouping category (EPS, portfolio, or project code). To clear results and display all items in the currently selected category, clear the search criteria or click
again.
- To select a group and review detailed data, click on a group's name, then click OK.
You can only select one project group to open.
Notes:
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When you group by EPS, a group labeled Projects from Restricted EPS appears if you have access to projects within an EPS but do not have access to the corresponding EPS node. This situation can occur because project access can be defined down to the WBS level of the project structure. Because there is only one Projects from Restricted EPS group, the group may contain projects that belong to more than one EPS node.
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When you group by Portfolios, manually-managed portfolios are listed in the Global Portfolios and User Portfolios sections; portfolios that are managed by filter are listed in the Global Filtered Portfolios and User Filtered Portfolios sections.
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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.
To open the last project group you worked with, click Portfolios in the global navigation bar.
To open a recently used project group, from the Portfolios action menu in the global navigation bar, choose a recently used project group. The maximum number of recently used items listed in the action menu is controlled by an administrative setting.