Manage Portfolios Page

Overview

The Manage Portfolios page lists all global and user portfolios. Use this page to review the list of projects inside each portfolio and to create, modify, and delete portfolios.

Screen Elements

Create Project Portfolio link

The link opens the Create Portfolio page.

Portfolios

The name of the portfolio with an icon that indicates its type.

Projects

Click "" to view a list of all projects contained in a selected portfolio.

Available to

Specifies whether the portfolio is available to an individual user or globally to those with the appropriate access rights.

# of Projects

Lists the number of projects you have access to within a portfolio.

Getting Here

Click the "" Portfolios or "" Dashboards menu and choose Manage Portfolios.

Related Topics

About Portfolios

Working with Portfolios

About Portfolio Views

Working with Portfolio Views

About Portfolio Scenarios

Working with Portfolio Scenarios

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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