Portfolio Details Page

Overview

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:

  • Manually: You will configure the projects you want added to or removed from the portfolio.
  • By Filter: The portfolio will dynamically configure and refresh itself over time based on criteria you specify.

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.

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:

  • All of the Following
  • Any of the Following

Parameter field

Select 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

Value field

Enter a value that either equals or is not equal to the parameter, chosen with the correct parameter and is fields.

Tips

  • Portfolio names must be unique according to their access type, that is, user specific or global. For example, two users could have a portfolio with the same name, but no two of a single user's portfolios or global portfolios can have the same name.
  • You can only modify a portfolio if you were its original creator.
  • Filtered portfolios automatically refresh themselves according to an interval set by your administrator. To manually refresh a filtered portfolio so it captures the most recent projects meeting the filter criteria, click Save.

Getting Here

  1. Click the "" Portfolios menu and select Manage Portfolios.
  2. On the Manage Portfolios page, click on a portfolio.

Related Topics

About Portfolios

Working with Portfolios

About Portfolio Views

Working with Portfolio Views

About Portfolio Scenarios

Working with Portfolio Scenarios

Analyzing Role Allocation (Capacity Planning)

Assigning Projects to a Portfolio

Defining Performance Thresholds

Creating Portfolio Scenarios

Creating Portfolio Views

Creating Portfolios

Sending E-Mail About Scenarios

Creating Projects While Working with Portfolios


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