Create Portfolio Page

Overview

Use this page to create and configure a group of projects, called a portfolio. Use portfolios to group multiple projects spanning EPS and project code boundaries that are most relevant to you so you can review and analyze data at a summary level. You can even create portfolios 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.

Manage this portfolio options

  • Manually option
  • By Filter option

This portfolio is available to options

Choose a user access option for the portfolio.

  • Current User: Only you, the currently logged in user, will be able to view this portfolio.
  • All Users: Every user will be able to view this global portfolio.
  • Another User: Only the user you select will be able to view this portfolio.

Project Selection area

For manually managed portfolios, use this area to configure the projects in your portfolio. Move projects from the Available Projects side to the Selected Projects side. See Configuring Columns or Values.

If By Filter option is chosen under the Manage this Portfolio field, the following options appear:

Select Filter Criteria

Select from one of the following options:

  • All of the following: Only projects meeting all the filter criteria will be included in the portfolio.
  • Any of the following: Projects meeting any one of the filter criteria will be included in the portfolio.

Parameter field

A field from one of the following options:

  • General
  • User Defined Fields
  • Project Codes

Is field

Select from one of the following options:

  • equals
  • is not equal to

Getting Here

  1. Click the "" Portfolios menu and choose Manage Portfolios.
  2. On the Manage Portfolios page, click the Create Project Portfolio link.

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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