Open Portfolio Dialog Box

Overview

Use the Open Portfolio dialog box to open a group of projects by EPS, project code, or portfolio. After opening a group of projects, the application will continue to open that same portfolio whenever you click Portfolios.

Screen Elements

Organize By list

Organizes the view by EPS, Portfolios or Project Codes.

Search

Enables you to perform a search based on the value you enter in the search bar.

Getting Here

Click the Portfolios menu and choose Open Portfolio.

Related Topics

Assigning Projects to a Portfolio

Creating Portfolio Views

Creating Portfolios

Creating Projects on the Portfolio Analysis Page

About Portfolio Views

About Portfolios

Working with Portfolios



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Last Published Friday, October 1, 2021