Portfolio Details PageOverview Use this page to modify a group of projects, called a portfolio. Use portfolios to group multiple projects according to filter criteria or manual selection based on portfolio management goals not limited to projects of a particular EPS level or those sharing the same project code. Portfolios enable you to review and analyze data easily at a summary level. You can even create portfolios consisting of other portfolios. Screen Elements Portfolio Name field The unique name of the project portfolio according to its access type, user specific or global. For example, two users could have a portfolio with the same name, but no two global portfolios can have the same name. Filter last refreshed on field For filtered portfolios only, displays the date and time the portfolio's filter was last refreshed. Manage this portfolio options Choose one of the two options for configuring the portfolio:
This portfolio is available to options Choose a user access option for the portfolio.
If Manual option is chosen under the Manage this Portfolio field, the following options will be available: Manual Portfolio selection controls Configure the projects you want to include in your portfolio. See Configuring Columns or Values. If By Filter option is chosen under the Manage this Portfolio field, the following options will be available: Select Filter Criteria Select from one of the following options:
Parameter field Select from one of the following options:
Is field Select from one of the following options:
Value field Enter a value that either equals or is not equal to the parameter, chosen with the correct parameter and is fields. Tips
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