Establishing Project Portfolio Trees
This section discusses how to create project portfolio trees.
Page Used to Establish Project Portfolio Trees
Page Name |
Definition Name |
Navigation |
Usage |
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Tree Definition and Properties |
PSTREEDEFN |
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Use PeopleTools Tree Manager to create a project portfolio tree. |
Creating a Project Portfolio Tree
To create a project portfolio tree:
Using PeopleSoft Tree Manager, create a tree, using the PORTFOLIO_PPK structure.
Set levels to Strictly Enforced.
Add nodes to the tree, selecting the portfolio ID for each node.
Note: You must create the portfolio IDs prior to inserting them as nodes of the tree.
See the product documentation for PeopleTools: PeopleSoft Tree Manager