• Preface: Using Online Help
  • Primavera Portfolio Management Overview
    • Portfolio Management Software for Technology Leaders
    • Solution Modules Overview
    • Navigation Overview
      • Working with the Main Screen
      • Searching for Items and Portfolios
    • Measurements Overview
      • Key Business Objectives
      • Key Performance Categories
      • Key Performance Indicators
    • Accessing the Application
      • The Start Menu
    • About Consent Notices
      • Viewing Your PII Data in PPM
  • Components
    • Components Overview
    • Setup Module Overview
      • Accessing the Setup Module
      • Working with the Setup Module
    • Items
      • Creating and Editing Items
        • Creating an Item with the Item Wizard
        • Entering General Item Information
        • Entering Portfolio Information
        • Entering Life Cycle Information
        • Defining Security Permissions
        • Editing an Item with the Item Wizard
        • Selecting Items
    • Portfolios
      • Creating and Editing Portfolios
        • Creating a Portfolio with the Portfolio Wizard
        • Entering General Portfolio Information
        • Manually Entering Items and Portfolios
        • Using a Query to Enter Items and Portfolios
          • About Query Based Portfolio Security
        • Viewing and Editing In Portfolios Information
        • Entering Portfolio Life Cycle Information
        • Defining Security Permissions
        • Selecting Portfolios
      • Non-Calculating Portfolios
    • Query-Based Portfolios
      • Creating a Query-based Portfolio
        • Entering General Portfolio Information
        • Using a Query to Enter Items and Portfolios
        • Viewing In Portfolios Information
        • Entering Portfolio Life Cycle Information
        • Defining Security Permissions
          • About Query Based Portfolio Security
    • Investor Maps
      • Creating an Investor Map
        • Creating an Investor Map with the Map Wizard
        • Entering General Map Information
        • Entering Map Axes Information
        • Entering Axes Labels Information
        • Entering Alternative Axes Information
        • Entering Dashboard Information
        • Viewing and Editing In Folders Information
        • Defining Security Permissions
        • Entering Knowledge Information
    • Scorecards
      • Creating a Scorecard
        • Creating a Scorecard with the Scorecard Wizard
        • Entering General Scorecard Information
        • Defining Scorecard Categories
          • Additional Options
            • Copying a Row in the Scorecard
            • Changing a Name Label in the Scorecard
            • Changing a Date Label in the Scorecard
            • Changing the Order of the Columns in the Scorecard
        • Viewing and Editing In Folders Information
        • Defining Security Permissions
        • Entering Knowledge Information
      • Viewing Sub-Items in a Scorecard
    • Tabs
      • Designing a Tab
      • Creating Tabs
      • Creating a Tab
        • Creating a Tab with the Tab Wizard
        • Entering General Tab Information
        • Components Tab Overview
          • Action Buttons
          • Components Table Columns
            • # Order Number Column
            • * Required Field Column
            • Read-Only Column
            • Component Column
            • Name Column
            • Data as of Column
            • Label Column
            • Category Related Columns
            • Ann (Annotation) Column
            • Prm (Prompt) Column
            • Height Column
          • Components Table Rows
            • Group Box Rows
            • Data Component Rows
          • Display Area
          • Additional Text Areas
          • Inserting Tab Components
            • Inserting a Component
              • Inserting a Category Component
              • Inserting a Category (Text Area) Component
              • Inserting an Item Name Field Component
              • Inserting an Item's Parents Field Component
              • Inserting a Table Component
              • Inserting a Graph Component
              • Inserting a Dynamic List Component
              • Inserting a Transfer Tool Component
              • Inserting a Phases List Component
              • Inserting a Deliverables List Component
              • Inserting a Dependencies List Component
              • Inserting a Links List Component
              • Inserting a Web Portlet Component
              • Inserting an Empty Row Component
              • Inserting a Label/Prompt Row Component
        • Viewing and Editing In Folders Information
        • Defining Security Permissions
      • Editing an Existing Tab
        • Accessing the Tab Wizard
          • Editing an Existing Tab in the Setup Module
          • Editing an Existing Tab in the Forms Module
          • Editing an Existing Tab in the Dashboards Module
        • Entering General Tab Information
        • Editing Tab Components
        • Viewing In Folders Information
        • Editing Security Permissions
    • Forms
      • Creating a Form
        • Creating a Form with the Form Wizard
        • Entering General Form Information
        • Adding, Editing, and Removing Tabs
        • Setting Form Defaults and Required Field Enforcement
        • Viewing In Folders Information
        • Defining Security Permissions
        • Entering Knowledge Information
      • Duplicating a Form
    • Dashboards
      • Creating a New Dashboard
        • Creating a Dashboard with the Dashboard Wizard
        • Entering General Dashboard Information
        • Adding Tabs
        • Defining Defaults
        • Viewing and Editing In Folders Information
        • Defining Security Permissions
        • Entering Knowledge Information
      • Editing a Dashboard
    • Versions
      • Creating a Version
        • Creating a Version with the Version Wizard
        • Entering General Version Information
        • Defining the Version Date
        • Viewing and Editing In Folders Information
        • Defining Security Permissions
    • Tables
      • Creating a Table
        • Creating a Table with the Table Wizard
        • Entering General Table Information
        • Entering Table Properties
        • Viewing and Editing In Folders Information
        • Defining Security Permissions
    • Graphs
      • Graph Types
      • Accessing the Graph Wizard
      • Entering General Graph Information
      • Defining Data Source
        • Defining Data Source for Column/Bar Graph
          • Column/Bar Graph Definitions
        • Defining Data Source for Scatter Graph
        • Defining Data Source for Distribution (Pie or Column) Graph
        • Defining Data Source for Trend Graph
        • Defining Data Source for Radar Graph
        • Defining Data Source for Pareto Graph
      • Defining Display Settings
        • Defining Display Settings for Scatter Graph
        • Defining Display Settings for Distribution Graph
        • Defining Display Settings for Trend Graph
      • Choosing Colors
      • Viewing In Folders Information
      • Defining Security Permissions
      • Entering Knowledge Information
    • Color Templates
      • Creating a Color Template
        • Creating a Color Template with the Color Template Wizard
        • Entering General Color Template Information
        • Defining the Colors
        • Viewing and Editing In Folders Information
        • Defining Security Permissions
    • Categories
      • Values and Indicators
        • Indicator Colors and Shapes
      • Creating Categories
      • Creating or Editing a Category
        • Step 1: Creating a Category with the Category Wizard
        • Step 2: Entering General Category Information
        • Step 3: Defining Category Properties
          • Filtering Users
        • Step 4: Setting Up a Schedule
        • Step 5: Entering Data Source Information
          • Accessing the Data Source Dialog Box
          • Defining a Data Source for a Cell Type
          • Available Data Sources
        • Step 6: Entering Dashboard Information
        • Step 7: Viewing In Folders Information
        • Step 8: Defining Security Permissions
        • Step 9: Entering Knowledge Information
        • Editing a Category
      • Category Validation
        • Copy Validation
        • Value Types
          • Integer
          • Float
          • Text
          • Date
      • Category Representation
      • Defining Functions
        • Data Source Dialog Box
        • Defining a Manual Data Source
        • Defining a Calculated Data Source
          • Horizontal Function
            • Horizontal Function Syntax
          • Indicator Function
            • Data Source Indicator Function Dialog Box
            • Cell Value Function
            • Percent (%) Difference from Reference Category Function
          • Vertical Function
          • Over-Time Function
          • Advanced Function
            • Data Source Advanced Function Dialog Box
            • Using the Advanced Functions Editor
            • Advanced Function Syntax
              • Methods
              • Objects
              • Reserved Words
            • Include File
              • Uploading the Include File
              • Downloading the Include File
          • Vertical Function (Advanced)
          • Function Permissions
            • Changing Function Permissions
            • Changing a Function
            • Running a Function
          • Testing a Function
          • Data Type Representation in Functions
        • Defining an Imported Data Source
          • Defining Imported Data
            • Entering Data Source Information
            • Setting Up Database Tables
    • Value Lists
      • Creating a Value List with the Value List Wizard
      • Entering General Value List Information
      • Entering Values to a Value List
      • Filtering Values in a Values List
      • Viewing and Editing In Folders Information
      • Defining Security Permissions
    • Life Cycles & Phases
      • Creating Phases
        • Creating a Phase with the Phase Wizard
        • Entering General Phase Information
        • Defining and Adding Deliverables
        • Viewing and Editing In Folders Information
        • Defining Security Permissions
        • Entering Knowledge Information
      • Creating Life Cycles
        • Creating a Life Cycle with the Life Cycle Wizard
        • Entering General Life Cycle Information
        • Adding Life Cycle Phases
        • Viewing and Editing In Folders Information
        • Defining Security Permissions
    • Filters
      • Creating Filters
        • Creating a Filter with the Filter Wizard
        • Entering General Filter Information
        • Entering Criteria Values in a Filter List
        • Entering and Editing In Folders Information
        • Defining Security Permissions
    • Users
      • Creating a User
        • Creating a User with the User Wizard
        • Entering General User Information
        • Entering Password Information
        • Entering User Preferences
        • Entering User Accessibility Information
        • Entering User Contact Information
        • Defining Security Permissions
      • Enabling a User
      • Disabling a User
    • User Groups
      • Creating a User Group with the User Group Wizard
      • Entering General User Group Information
      • Selecting User Group Members
      • Defining Security Permissions
    • Processes
    • Workflows
      • Designing Workflows
        • Tasks Step and Associated Tasks
          • Module Task
          • Document Task
          • Web Task
          • Instructions Task
          • Embedded Workflow Task
          • Query-based Portfolios Task
          • Update category Task
          • Change Home Portfolio Task
        • Manual Decision Step and Associated Task
        • Category-based Decision Step and Associated Task
        • Parallel Step and Associated Tracks
      • Defining Workflows
        • Step 1: Accessing the Workflow Wizard
        • Step 2: Entering General Workflow Information
        • Step 3: Selecting Instance Defaults
          • Assigning the Workflow System Execution Permissions User
        • Step 4: Designing the Workflow in the Diagram Editor
        • Step 5: Viewing In Folders Information
        • Step 6: Defining Security Permissions
      • Workflow Diagram Editor
        • Accessing the Diagram Editor
        • Inserting a Tasks Step and Defining Properties
          • Inserting a New Tasks Step into the Diagram
          • Entering Properties in the Task Tab
        • Inserting a Manual Decision Step and Defining Properties
          • Inserting a Manual Decision Step into the Diagram
          • Entering Properties in the Task Tab
        • Inserting a Category-based Decision Step and Defining Properties
          • Inserting a Category-based Decision into the Diagram
          • Entering Properties in the Task Tab
        • Inserting a Parallel Step and Defining Properties
          • Inserting a Parallel Step into the Diagram
          • Entering Properties in the Tracks Tab
          • Adding Steps to a Track
        • Entering Properties in the Workflow Step Tab
        • Searching in the Diagram Editor
        • Verifying the Workflow
          • Verifying the Workflow from the Diagram Editor
        • Defining Task Scope
        • Defining Sign Off
      • Editing Workflows
        • Editing Running Workflows
      • Starting a Workflow
        • Manually Starting a Workflow
      • Review, Stop, Archive, Delete, and Report Workflow Instances
        • Accessing the Workflow Instances Dialog Box
        • Stopping a Workflow Instance
        • Archiving a Workflow Instance
        • Edit a Workflow
        • Generating a Report on a Workflow Instance
        • Removing a Workflow Instance
      • Security Modules
      • Manager Dialog Box
        • Selecting a Manager
      • Performer Dialog Box
        • Selecting a Performer
      • Defining Workflows
    • Alerts
      • Configuring Alerts and Notifications
        • Creating a New Alert
          • Step 1: Accessing the Alert Wizard
          • Step 2: Entering General Alert Information
          • Step 3: Defining Event Information
            • Defining Item/Portfolio Added to Portfolio Events
            • Defining Category Value Condition Met Events
            • Defining Category Indicator Condition Met Events
            • Defining Multiple Category Conditions Met Events
            • Defining Phase Modified Events
            • Defining Deliverable Modified Events
            • Defining Action Item Modified Events
          • Step 4: Defining Outcome Information
            • Selecting a Workflow
            • Web Service Alert
          • Step 5: Defining the Alert Message Information
            • Editing the Alert Message
          • Step 6: Defining the Alert Recipients
            • Defining the Message Recipients
          • Step 7: Viewing In Folders Information
          • Step 8: Defining Security Permissions
        • Editing an Alert
        • Specific Alerts
          • Creating a Specific Phase Alert
          • Creating a Specific Deliverable Alert
          • Creating a Specific Action Item Alert
        • Alerts List
          • Viewing Alerts
          • Creating a New Alert
          • Changing the Owner of the Alert
          • Enabling/Disabling an Alert
          • Showing/Hiding Disabled Alerts
        • Security Modules
        • Keywords Appendix Table
  • Hierarchies Overview
    • Displaying a Hierarchy
    • Building a Hierarchy
      • Creating Folders
      • Editing Folders
      • Viewing Folder Information
      • Defining Security Permissions
      • Creating Objects
      • Working with Multiple Setup Windows
    • Moving Objects
    • Adding Primavera Portfolio Management Elements
    • Removing Objects and Folders
    • Editing Items or Objects
    • Duplicating an Object
    • Disabling an Object
    • Enabling an Object
    • Changing an Object's Home Folder
    • Locating an Object's Home Folder
    • Searching for an Object or Folder
    • Viewing Usage Reports
      • Viewing the Category Usage Report
      • Viewing the Table Usage Report
      • Viewing the Version Usage Report
  • Solution Modules
    • Investor Module Overview
      • Goals
      • What-If Scenario Mode
      • About the Investor Module
      • Accessing the Investor Module
      • Tour of Your Investor Map
      • Alignment
      • Displaying an Investor Map
      • Customizing the Investor Map
        • Map Tools: Scenarios Panel
        • Map Tools: Information Panel
        • Map Tools: Filters Panel
        • Map Tools: Views Panel
      • Setting Goals
        • Setting Portfolio Goals
          • Value List Variable for X-Axis
            • Option 1: Define Goals for a Total Portfolio Goal with Bucket's Sum and Balance Goals
            • Option 2: Define the Bucket's Balance
            • Option 3: Define Only a Total Goal for the Portfolio
          • Numeric or Date X-Axis
            • Setting Goals Directly in the Investor Map
            • Merging Two Strategic Buckets
            • Setting Goals in the Goals dialog box
        • Setting Scenario Goals
      • Gap Indications
        • Showing/Hiding Gap Indications in an Investor Map
        • Setting Portfolio Gap Indications
        • Setting Scenario Gap Indications
      • Working with Items
        • Working with the Investor Map
          • Viewing Items
            • Filtering the Items View by Color
            • Filtering the Items View by Size
            • Filtering the Items View by Status
          • Finding Specific Items
          • Accessing the Item Menu
        • Temporary Scorecards
        • What-if Scenario Mode
          • Filtering the Items View
          • Accessing the Item Menu
            • Active Items
            • Closed Items
            • Candidate Items
            • Added Items
            • Removed Items
        • Working with Documents
      • Selecting and Viewing Portfolios
        • Accessing the Portfolios View Mode
        • Accessing the Portfolio Menu
          • Portfolio Menu
      • Working with Scenarios
        • Accessing the Scenarios Dialog Box
        • The Scenarios Dialog Box
        • Creating a New Scenario
        • Editing a Scenario
        • Duplicating a Scenario
        • Removing a Scenario
      • Working with Snapshots
        • Taking Snapshots
        • Viewing Snapshots
        • Changing the Snapshot Sharing Status
          • Changing the Sharing Status of a Snapshot
          • Printing Your Snapshots
      • Custom Exporting
      • Exporting Investor Map Information
        • Exporting Investor Maps
        • Exporting Map Data
    • Scorecard Module Overview
      • About the Scorecard Module
      • Selecting Scorecards
      • Tour of Scorecards
        • Accessing a Scorecard
      • Displaying Scorecards
        • Selecting Portfolios
        • Setting the Version
      • Customizing the Scorecard
        • Highlighting Cells
        • Resizing Columns
        • Freezing / UnFreezing Columns
        • Hiding and Showing Columns
        • Sorting
          • Changing the Sorting Order
          • Sorting Based on Multiple Columns
          • Changing the Sort Order of the Portfolio Based on Item Status
        • Filtering
          • Filtering Items Dynamically in a Scorecard
          • Creating Predefined Filters for a Scorecard
      • Working with Scorecard Cells
        • Updating Cells Directly
          • Using the Keyboard to Move through the Cells on the Scorecard
          • Leaving Cell's Value or Indicator Unchanged
          • Leaving the Direct Update function
        • Copy and Paste
        • Working with Cell Properties
          • Accessing the Cell Properties Dialog Box
            • Updating Cell Data
            • Viewing Trend
            • Accessing Security Tab
            • Updating the Value Data Source Using the Indicator Tab
            • Updating the Value Data Source Using the Value Tab
        • Using the Life Cycle Cell Menu
        • Scorecard Menus
          • Current Portfolio Menu
          • Portfolio Menu
          • Item Menu
          • Category Menu
          • Displaying Values and Indicators
          • Data Cell Menu
            • Cell Request Dialog Box
      • Working with Documents
      • Working with Category Trend
        • Accessing Category Trend
        • Tour of the Category Trend Dialog box
          • Category Trend Display
          • Resizing Columns
          • Working with Category Trend Cells
            • Updating Category Trend Cells
          • Working with Cell Menus
            • Aggregation Cell Menu
            • Title Menu
            • Category Trend Cell Menu
        • Defining Parameters for Category Trend
        • Exporting Category Trend
      • Custom Exporting
      • Exporting Scorecard Information
      • Printing Scorecard Information
      • Scorecard Information Displays
    • Workbook Module Overview
      • About the Workbook Module
      • Tour of Your Workbook
        • Accessing the Management Workbook
      • Working with Workbooks
        • Working with Scorecards
          • Selecting a Scorecard
          • Customizing the Scorecard
          • Working with Scorecard Cells
        • Working with Action Items
          • Accessing the Action Item Dialog Box to Add
          • Accessing the Action Item Dialog Box to Edit
          • Removing an Action Item
        • Working with Life Cycles
          • Accessing the Life Cycle Dialog Box from the Life Cycle Tab
          • Working with the Life Cycle Phases Dialog Box
        • Working with Deliverables
          • Accessing the Deliverable Dialog Box from the Deliverables Tab:
            • Working with the Deliverable Dialog Box
          • Accessing the Security Permissions of a Deliverable
          • Accessing the Phase Information of a Deliverable Directly
        • Working with Dependencies
          • Adding a Dependency
          • Editing a Dependency
          • Accessing the Dependency Item Shortcut Menu
          • Customizing the Dependencies View
        • Working with Links
          • Creating a New Link
          • Editing a Link
          • Removing a Link
          • Uploading a Document
          • Obtaining a Primavera Portfolio Management Link
        • Working with Contacts
          • Accessing the New Contact Dialog Box
          • Accessing the Contact Dialog Box
          • Removing a Contact
    • Forms Module Overview
      • About the Forms Module
      • Part I: Working with Forms
        • Tour of Forms
          • Accessing the Forms Module
        • Displaying a Form
        • Editing Forms and Tabs
        • Entering Data in a Form
          • Working with a Data-Entry Field
            • Entering Data in a Data-Entry Field
          • Entering Data in an Item's Parents Field
            • Selecting a portfolio as the Home Portfolio field
            • Adding a portfolio to the Other Portfolios field
            • Removing a portfolio from the Other Portfolios field
          • Entering Data in a Table
          • Entering Text in a Graph Annotation
          • Entering Data in a Dynamic List
            • Entering data in an Editable Dynamic List
            • Adding, Removing, or Changing the order of the rows in the dynamic list
          • Sorting Data in a Dynamic List
            • Changing the Sorting Order
            • Sorting Based on Multiple Columns
          • Transferring data between Dynamic Lists
            • Initiating data transfer between two dynamic lists
          • Working with a Phases List
            • Entering Data in a Phases List
          • Working with a Deliverables List
            • Entering Data in a Deliverables List
          • Working with a Dependencies List
            • Customizing the Dependencies View
            • Adding a Dependency
            • Editing a Dependency
            • Accessing the Item Menu
          • Working with a Links List
            • Creating a New Link
            • Editing a Link
            • Removing a Link
          • Viewing a Web Portlet
          • Error Indication in Forms
      • Custom Exporting a Form
        • Initiating a custom export from the Menu bar
        • Initiating a custom export from a sub-item in a dynamic list
        • Exporting a Form
        • Printing a Form
      • Assigning Default Values
    • Dashboards Module Overview
      • About the Dashboards Module
      • Tour of Dashboards
        • Title Area
        • Menu Bar
        • Toolbar
        • Tabs
        • Group Boxes
        • Graphs
      • Working with the Dashboard Wizard
      • Saving an Automatic Dashboard
      • Custom Exporting
        • Initiating a Custom Export from the Menu Bar
        • Initiating a Custom Export from a Sub-Item in a Dynamic List
      • Exporting and Printing a Dashboard
        • Exporting a Dashboard
        • Printing a Dashboard
        • Controlling Layout in Export and Print
          • Printing Only Graphs
          • Repeated Headers
    • To-Do Module Overview
      • About the To-Do Module
      • Tour of Your To-Do Module
        • Accessing the To Do Module
      • Working with the To-Do Module
        • Working with My Updates
          • Accessing the My Updates Table
          • Updating Cell Information
          • Accessing a Cell Dashboard
        • Working with My Requests
          • Accessing the My Requests Table
          • Entering or Modifying Update Request Information
          • Accessing a Cell Dashboard
          • Modifying Cell Properties
        • Working with Action Items
          • Accessing the Action Item Table
          • Editing Action Items
          • Accessing the Item Workbook
        • Working with Deliverables
          • Accessing the Deliverables Table
          • Editing Deliverables
          • Accessing Life Cycle Information
          • Accessing the Item Workbook
        • Sorting To-Do Information
          • Changing the Parameter
          • Changing the Order
    • Using Security of Modules
  • The Guide Pane
    • Processes
      • Working with Processes
      • Benefits of Using Processes
      • Examples
      • Opening Processes
        • Showing the Guide Pane
        • Hiding the Guide Pane
      • Working with Processes
        • Showing/Hiding Process Descriptions
        • Selecting a Process Folder and Displaying Its Links
        • Adding Links
          • Adding a PPM Link
            • Linking to Specific Items
          • Adding a Document Link
          • Adding a Web Link
          • Adding a Text Object
          • Adding a Process Folder Link
          • Arranging Links in a Folder
        • Organizing Your Folders
      • Security Settings
      • Collaborating
        • Sending Links
        • Sending Folders
    • Workflows
      • Opening Workflows
        • Showing the Guide Pane
        • Hiding the Guide Pane
      • Viewing Workflows, Steps, and Tasks from the Guide Pane
        • Performer View
          • Displaying Tasks in Performer View
        • Manager View
          • Displaying Tasks in Manager View
      • Participating in Workflows
      • Reassigned Due to Error (Error Handling) Tasks
      • Sign Offs
        • Performer Sign Offs
        • Manager Sign Offs
  • Accessibility Features
    • Introduction
    • Keyboard Commands
    • Screen Readers
      • Setting the Screen Reader Support Mode in the User Wizard
      • Working with Screen Readers
    • High Contrast Mode
      • Setting High Contrast Mode Using the View Menu
      • Setting the High Contrast mode in the User Wizard
  • Working with Dependencies
    • Customizing the Dependencies List (Admin)
      • General Dependency Options
      • Workbook Dependencies List
        • Editing the Workbook Dependencies Options
    • Customizing the Dependencies List-Tab Component
  • Working with Dynamic Lists
    • Customizing Dynamic List Components
    • Customizing Transfer Tool Components
    • Displaying Cell Trend from Sub-Items
  • Copying and Pasting Data
    • About Copy & Paste
    • Copy & Paste in Scorecards
      • Selection
        • Selecting the Whole Scorecard
        • Selecting All Cells in the Scorecard
        • Selecting a Scorecard Column
        • Selecting a Scorecard Row
        • Selecting Cells Using the Drag Option
      • Copy
      • Paste
        • Paste Preview
        • Verify Paste
        • Paste Preview Report
    • Copy & Paste in Forms
      • Selection
        • Selecting an Entire Table or Dynamic List
        • Selecting an Entire column
        • Selecting an Entire Row
        • Selecting Cells Using the Drag Option
      • Copy
      • Paste
        • Paste Preview
        • Verify Paste
        • Paste Preview Report
        • Security Modules
    • Best Practices
    • Special Characters Appendix
      • Special Unit Characters
      • Special Unit Rules
      • Negative Number Indicator Rules
  • Collaborating with Others
    • Sending Pages by E-mail
      • Adding a User
    • Obtaining a Page Address
    • Creating a New Alert
    • Accessing the Alerts List
    • Adding a Link to Processes
    • Sending a Link to all Users in a Scorecard Context
    • Starting a Workflow
    • Working with Workflows
  • Working with Documents
    • Working with the Documents Dialog box
      • Accessing the Documents Dialog Box
      • Uploading Documents
      • Opening a Document
      • Editing a Document
      • Copying a Link
      • Replacing a Document
      • Removing a Document
      • Editing Document Properties
  • Administration
    • The Admin Dialog Box
      • Accessing the Admin Dialog Box
      • The Status Tab
        • Custom Periodic Task Details Dialog Box
        • Server Maintenance Details Dialog Box
        • Functions Log Report
        • Functions Integrity Report
      • The Properties Tab
        • Accessing the Properties Tab
      • The Defaults Tab
        • Accessing the Defaults Tab
        • Viewing First Quarter Start Day
        • Defining the User Name Format
        • Editing the Reports Header
        • Setting the Maximum Search Results
        • Setting Investor Map Defaults
        • Enabling Auto Renaming for Duplicate Names
        • Configuring Indicators
        • Defining Dependency Defaults
        • Customizing the Branding Strip
          • Editing the PPM Branding Strip
          • Editing the Proposed Branding Strip
        • Defining How Horizontal Value Functions Treat Null Values
        • Defining How to Treat Blank Scorecard Values
        • Editing the Regional Options
      • The Reports Tab
        • Accessing the Reports Tab
        • Report Types
          • Investor Maps
          • Categories
          • Scorecards
          • Value Lists
          • Indicator Functions
          • User Groups
          • Data Entry Log
      • The Access / Privacy Tab
        • Accessing the Access Tab
        • Password Policy
          • Accessing the Password Policy Options
          • Creating a New Password
        • User Lockout Policy
        • Login Message
          • Viewing the Login Message
          • Editing the Display Message
        • Activate Audit Log
          • Accessing the Audit Log Options
          • Viewing and Printing the Audit Log
          • Audit Log Events
          • Export Settings for Audit Log
          • Audit Log
    • Managing Personally Identifiable Information in PPM
      • About Consent Notices
        • About Personally Identifiable Information
        • Cookies Usage in PPM
      • Your Responsibilities
        • PII Data in Primavera Portfolio Management
        • Configuring Privacy and Cookie Policies
        • Configuring Consent Notices for New Users and Administrators
        • Configuring Consent Notices for Existing Users
        • Auditing Consent Notices for Primavera Portfolio Management
    • Licensing
      • User License Types
        • View-only License Type
        • Forms-only License Type
      • Changing the License Type
        • Defining the User License Type
        • Changing the User License Type
    • The Start Menu and Server Utilities
      • Using the PPM Console
        • Accessing the Primavera Portfolio Management Console
        • Viewing PPM Version and Status
        • Stopping and Starting PPM on the server
        • Managing Databases
        • Adding a Database
          • Adding a SQL Database
          • Adding an Oracle Database
        • Working with Packages
      • Scheduling Tasks
        • Planning the Schedule
        • Scheduling a Task
        • Scheduling a Custom Periodic Update Task
      • Starting PPM
      • Stopping PPM
      • Stopping PPM and IIS
      • Changing Global Configurations
  • Security
    • What Can Be Secured?
    • How is the System Secured?
    • Security Setting Rules
      • Permissions
        • Permissions Priority
        • General Permissions
        • Data Permissions
        • Sub-Item, Deliverable, Action Item, Link, Contact, and Document Permissions
    • Hierarchies and Inheritance
      • Defining a Security Policy
      • Defining a Security Policy on a Root Folder
      • Inheriting from the Home Folder/Portfolio
      • Security Settings on Objects
      • Stopping Inheritance
      • Resetting Permissions
    • Who Receives Permissions?
    • Setting Permissions
      • Adding a Security Row
      • Editing a Security Row
        • Defining Security Permissions in the Security Settings Dialog Box
        • Defining Security Permissions using Permission Sets
      • Removing Security Rows
    • Viewing User Permissions
    • Setting Data Security
      • Defining Data Security Using Items and Portfolios
      • Defining Data Security Using Categories
      • Sub-item Security
      • Resolving Security on a Cell
      • Overriding Security on a Cell
    • Locking Data
    • Default Security Settings
      • Basic Security Settings
      • Default Security Settings for a New Database
    • Setting Module Security
      • Displaying the Module Security Dialog box
      • Adding User Rows
      • Editing User Rows
      • Module Descriptions
        • Add-Ons
        • Client Modules
        • Security Modules
        • Server Tools
  • Packages
    • Managing Selected and Derived Objects
    • Supporting Hierarchies and Storage
      • Placement Options
      • Replacement Options
        • Replacing Single Objects
        • Replacing Containers
      • Storing Objects
    • Supporting Security and Security Policies
    • Creating and Exporting a Package
      • Verifying that You Have Export Permissions
      • Creating and Exporting a Package
    • Importing a Package
      • Verifying that You Have Import Permission
      • Importing a Package
    • Resolving Package Conflicts
      • Resolving Conflicts When Importing a Package
      • Generating a Conflict Report
    • Viewing Import Errors
      • Import Report
  • Using the Propose Form
    • Accessing a Propose Form
    • Entering Data in a Propose Form
      • Entering Data in a Data-Entry Field
      • Entering Data in a Table
      • Entering Data in a Dynamic List
        • Editing a Dynamic List
        • Adding, Removing, or Changing the Order of Rows in the Dynamic List
      • Working with Data in a Phases List
        • Entering Data in a Phases List
      • Working with Data in a Deliverables List
        • Entering Information in a Deliverables List
      • Working with Data in a Dependencies List
        • Adding a Dependency to the Dependencies List
        • Editing a Dependency
          • Editing a Dependency in the Dependencies List
          • Removing a Dependency from the Dependencies List
      • Entering Links in a Links List
        • Creating a New Link
    • Error Indication
  • Package Content
  • Glossary
  • Copyright