Create Portfolio PageOverview 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
This portfolio is available to options Choose a user access option for the 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:
Parameter field A field from one of the following options:
Is field Select from one of the following options:
Getting Here
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