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Open a project group in the Portfolios section

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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:

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.

To open any project group:

  1. From the Portfolios action menu in the global navigation bar, choose Open Portfolio.
  2. Click Group by to select a category of available project groups: EPS, portfolio, or project code.
  3. 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 Search, 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 Searchagain.
  1. 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:

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.

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