Use the Portfolios > Details page to modify the open portfolio.
If you edit any of the following portfolio details, click Save to update the portfolio.
Project Portfolio Name - this must be unique and 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 of a single user's portfolios or two global portfolios can have the same name.
Manage this portfolio - specify whether you want to select projects to add to the portfolio (Manually) or add projects based on specific criteria (by Filter).
- To manually add projects, move them to the Selected Projects list.
- To add projects by filtering, specify the criteria you want to use. When you use filtering to build a portfolio, you can specify values for standard database fields as well as user-defined fields to determine which projects are added.
Tip: To search for a specific project by project name,
click
.
To close the search window, click the icon again.
Note: When you create a portfolio by Filter, the group
of projects included is static. That is, the portfolio will contain all
projects that meet the filter criteria when you first create it. To later
update the contents of the portfolio, you can click Save on this page at any time to refresh it, even if you do not edit the portfolio details.
You can also refresh the portfolio from any dashboard that uses the portfolio as the dashboard
filter.
This portfolio is available to - specify user access to the portfolio. You can create the portfolio for yourself (Current User) or for another user you select. If you have the required security privilege, you can also create global portfolios, which are available to all users.