Table of Contents
- Title and Copyright Information
- About This Guide
- Portfolios Overview
- Get Started With Portfolios
- Permissions
- Dictionaries
- Defaults & Options
- Create a Portfolio
- Portfolio Settings
- Assign a Manager to a Portfolio
- Add an Image to a Portfolio
- Configure Settings for a Portfolio Budget Plan
- Additional Settings
- Plan
- Project and Portfolio Evaluation Overview
- Build a Portfolio Budget Plan
- Budget Planning Overview
- Add a Budget Planning Scenario
- Set the Target Budget for a Budget Planning Scenario
- Create Budget Scenario Data by Import
- Configure the Budget Planning Page
- Select Projects for a Budget Planning Scenario
- Budget Scenario Optimization Overview
- Link a Project's Proposed Budget with a Forecast or Planned Budget Value
- Directly Allocate a Proposed Budget and Dates for a Project Within Budget Plan Scenarios
- Assign a Portfolio Fund to a Project
- Portfolio Budget Plan Status Reference
- Selection Analysis Overview
- Add a Budget Plan Scenario on the Selection Analysis Page
- Set the Target Budget on the Selection Analysis Page
- Create Budget Scenario Data by Import on the Selection Analysis Page
- Configure the Selection Analysis Page
- Select Projects for a Budget Plan Scenario on the Selection Analysis Page
- Link a Project's Proposed Budget with a Forecast or Planned Budget Value on the Selection Analysis Page
- Directly Allocate a Proposed Budget and Dates for Projects Within Budget Plan Scenarios on the Selection Analysis Page
- Portfolio Funds Overview
- Scenario Comparison Overview
- Budget Plan Approval Process Overview
- Send a Portfolio Budget Plan Scenario for Review
- Review a Portfolio Budget Plan Scenario Sent for Review
- Monitor a Portfolio Budget Plan Scenario Review
- Propose a Portfolio Budget Plan Scenario
- Review a Proposed Budget for a Project in a Shared Budget Plan Scenario
- Monitor Budget Negotiations for a Proposed Budget Plan Scenario
- Send a Portfolio Budget Plan Scenario for Approval
- Approve a Portfolio Budget Plan Scenario
- Update an Approved Portfolio Budget Plan
- Portfolio Budget Plan Scenario Status Reference
- Budget Planning Overview
- Build a Portfolio Resource Plan
- Resource Planning Overview
- Scenario Comparison Overview
- Resource Plan Approval Process Overview
- Send a Resource Plan Scenario for Review
- Review a Resource Plan Scenario Sent for Review
- Monitor a Resource Plan Scenario Review
- Propose a Resource Plan Scenario
- Review a Proposed Resource Plan Scenario
- Monitor Resource Plan Negotiations for a Proposed Resource Plan Scenario
- Send a Resource Plan Scenario for Approval
- Approve a Resource Plan Scenario
- Update an Approved Resource Plan
- Resource Plan Scenario Status Reference
- Monitor
- Monitor a Project or Program
- Monitor a Portfolio
- Monitor an Approved Portfolio Budget Plan
- Dashboards Overview
- Configure View Settings
- Views Overview
- Add a View
- Apply a View
- Configure a Column
- Configure a Saved Filter
- Apply a Saved Filter
- Configure and Apply Filtering
- Configure Grouping Options
- Configure the Schedule Variance Analysis Panel
- Configure Sorting Options
- Configure Gantt Bars on the Activities Page
- Configure Gantt Bars on the Task List Page
- Configure Gantt Chart Settings
- Configure Network Settings
- Configure Quick Filters
- Apply a Quick Filter
- Configure Task Counts
- Configure a Timescale
- Configure Spreadsheet Rows
- Customize Task Cards
- Configure Currency Settings
- Configure Formatting
- Configure Cell, Column, and Row Formatting
- Configure Plan By Options