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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

Tree Definition and Properties

PSTREEDEFN

  • select Project Portfolio Management, then select Portfolios, then select Create/Edit Portfolio Tree

  • select Tree Manager, then select Tree Manager

    Click Create New Tree.

Use PeopleTools Tree Manager to create a project portfolio tree.

Creating a Project Portfolio Tree

To create a project portfolio tree:

  1. Using PeopleSoft Tree Manager, create a tree, using the PORTFOLIO_PPK structure.

    Set levels to Strictly Enforced.

  2. 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