The Portfolios Home page enables you to select a project group so you can review, analyze, and evaluate high-level summarized data about your organization's ongoing and proposed initiatives.
To select a group, click on its name. Then, choose from a range of tabbed data layouts to zero in on specific details you want to examine at the group level and for the individual projects that comprise the group. Several of the Portfolios tabs offer customize options, such as column selection and grouping. On some Portfolios tabs, for example Performance Status, you can drill down to WBS and activity details.
On the Portfolios Home page, you can
- List and select groups available to you
- Create portfolios
- Access a list of portfolio views
- Access a list of scenarios
List and select groups available to you
You can choose to view projects that belong to one of three grouping categories: EPS, project code, or portfolio.
Note: The Favorites category lists portfolio and project code groups you have added to your Favorites lists.
- To list the groups available to you, from the Group by drop-down list, choose a category. To expand a group category, click the arrow as necessary.
- To select a group and review detailed data, click on a group's name.
- To search for a group, in the Search drop-down list,
choose the type of group you want to search for, then type the search criteria.
The list of available groups updates dynamically as you type.
To clear results and display all items in the current Group by category, clear the search criteria.
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.
Further, to help you more quickly select a project group that interests you, you can create Favorites to narrow the number of items that display in the project code and portfolio grouping categories.
Note: 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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Create portfolios
You can create portfolios for yourself or for another P6 Web Access user. If you have the required security privilege, you can also create global portfolios, which can be shared among all users of Web Access.
To create a portfolio
- At the top right of the page, click Create Portfolio.
- Type a name for the portfolio.
- Specify who has access to the portfolio.
- For the Manage this portfolio option, choose whether you want to
select projects to add (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.
- Click Save to create the portfolio and display the new portfolio on the Executive Summary tab.
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Access a list of portfolio views
You can access the list of all portfolio views available to you. Portfolio views are custom layouts of project information you can use to aid analysis of project groups on the Portfolio Analysis tab or in Portfolio View portlets on any dashboards you have access to.
To display a list of portfolio views, click Manage Portfolio Views. You can subsequently create, modify, and delete portfolio views from the Portfolio Views page.
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Access a list of scenarios
You can access a list of all scenarios that are available to you. Scenarios are historical snapshots of project group data you can use to aid analysis of project groups on the Portfolio Analysis and Capacity Planning tabs.
To display a list of scenarios, click Manage Scenarios. You can subsequently modify and delete scenarios from the Scenarios page.