Portfolios Page

Overview

Use the Portfolios page to start your review, analysis, and evaluation of high-level summarized data about projects grouped into portfolios. This page presents a shared toolbar of buttons (or tabs) for navigating to other pages in the portfolios section.

Screen Elements

Portfolios toolbar

See Portfolios Navigation Bar. The first button in this configurable toolbar is your current portfolios home page.

Work Area

The main work area for each portfolio page. Each tabbed page presents its own separate data, buttons, links, toolbars, charts, and other items in the work area.

Tips

  • The term "home" page is given to the first page (or tab) that appears when you open this section of the application. Your assigned user interface view determines the first page that appears as your Portfolios home page.

Getting Here

Click "" Portfolios.

Related Topics

About Portfolios

Working with Portfolios

About Portfolio Views

Working with Portfolio Views

About Portfolio Scenarios

Working with Portfolio Scenarios

Analyzing Role Allocation (Capacity Planning)

Assigning Projects to a Portfolio

Defining Performance Thresholds

Creating Portfolio Scenarios

Creating Portfolio Views

Creating Portfolios

Creating Projects While Working with Portfolios

Sending E-Mail About Scenarios


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