Overview
Use this dialog box to review the list of projects inside each portfolio and to create, modify, and delete portfolios. The Manage Portfolios dialog box lists the following kinds of portfolios:
- global portfolios available to all users;
- multiple user portfolios available to you and other users;
- user portfolios you have created for your own exclusive use.
Note: In the Create Portfolio dialog box, you can view information about all portfolios, but you can only modify the new portfolio.
Screen Elements
Search field
Activates the search based on your search criteria.
Row Actions menu
Add: Creates a new item.
Delete: Removes the selected item permanently.
Cut: Cuts the selected item.
Copy: Copies the selected item.
Paste: Pastes a previously cut or copied item into the selected position.
Expand: Enables you to see all of the items in a hierarchical list.
Collapse: Enables you to hide subordinate items in a hierarchical list.
Portfolios list
The available portfolios.
Portfolio indicator
A visual indicator of the type of portfolio. Possible indicators include:
A user or multiple user portfolio made up of projects you select manually.
A user or multiple user portfolio made up of projects selected by filter criteria.
A global portfolio made up of projects manually selected by the portfolio manager.
A global portfolio made up of projects selected by filter criteria.
Name field
The name of the portfolio.
Project Selection Tab
Manual area
Available Projects
The list of all available projects.
Selected Projects
The list of projects that you have selected from the Available Projects list.
By Filter area
Match any/all of the following rules list
Determines whether the filter should match any or all rules.
Add a filter condition... button
Adds a filter condition to the filter definition area. This item is available if there are no filter conditions.
Row Actions menu
Add Above: Adds a new item to the list above the selected item.
Add Below: Adds a new item to the list below the selected item.
Delete: Deletes the selected item.
Filter rules section:
The rules of the selected filter showing the Field, Operator and Value. Modify the values for each field listed to customize the filter.
Add another filter condition... button
Adds an additional filter condition to the filter definition area. This item is available if there are already filter conditions.
Access tab
Note: To see this tab, select a Multiple User portfolio from the Portfolios list.
Available users list
The list of all available users.
Selected users list
The users you selected from the Available Users list.
Description field
A detailed summary for the item.
The description provides more information than short names or titles. It can give background information or establish a purpose for the item. These details help differentiate between items with similar names and are especially useful in multi-user environments.
Getting Here
From the Portfolios tab:
Click the Portfolios 
menu and choose Manage Portfolios.
From the Capacity Planning page:
- Open a portfolio in the Portfolios section using one of the following methods:
- Click Portfolios to open the last portfolio you were working with.
- Click the Portfolios menu and choose one of the most-recently used portfolios.
- Click the Portfolios menu and choose Open Portfolio to select a group of projects by portfolio type, EPS node, or project code.
- On the Portfolios navigation bar, click Capacity Planning.
- On the Capacity Planning page, click Create Portfolio....