Open Portfolio Dialog Box

Overview

Use the Open Portfolio dialog box to open a group of projects by EPS, code, or portfolio. After opening a portfolio, the application will continue to open that same portfolio whenever you click "" Portfolios.

Screen Elements

"" Group by

View the project groups by EPS, portfolio, or project code. Select an option from the menu:

""EPS: Each EPS node contains projects that belong to a specific organizational entity defined by your administrator at the corporate or strategic level.

"" Portfolio: Each portfolio contains projects specified manually by the portfolio creator or automatically according to filter criteria. The list of portfolios available for you to open includes all global portfolios, portfolios created by other users you have rights to access, and all portfolios you created.

"" Project Codes: Each project code group contains projects that have been assigned to a specific user-defined code, or category, by your administrator at the corporate or strategic level.

"" Columns

Enables you to select the columns you want to display in the current table. The columns you select determine what data are available in the table.

"" Search (Ctrl+F)

Displays options for finding a specific matching entry or entries based on search criteria.

Getting Here

Click the "" Portfolios menu and choose Open Portfolio.

Related Concepts

About Portfolios

Working with Portfolios

About Portfolio Views

Working with Portfolio Views

About Portfolio Scenarios

Working with Portfolio Scenarios

Related Tasks

Assigning Projects to a Portfolio

Creating Projects While Working with Portfolios

Creating Portfolios


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