Use the Open Portfolio dialog to open a project group that belongs to one of three grouping categories:
- An EPS group contains projects that belong to a specific organizational entity defined in the project database (an EPS node). EPS groups are typically defined by an administrator at the organizational level.
- A project code group contains projects that have been assigned to a specific user-defined code, or grouping value. Project code groups are typically 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.
Note: The Open Portfolio dialog only displays EPS nodes, project codes, and portfolios you have rights to open.
To select a grouping category, click .
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.
To choose the columns you want to display, click . Columns are not available when Portfolios is selected as the grouping category.
To search for a project group, click , 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
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.