Use the Portfolio Details page to view and edit the attributes or contents of an existing 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 refresh it from any dashboard that uses the portfolio as the dashboard filter, or from the Portfolios > Details page. For detailed information, refer to Refresh a filtered portfolio.
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 , you can also create global portfolios, which are available to all users.