To open a portfolio
- Go to the All Projects tab and switch to User Mode.
- In the Navigator, Click Portfolio Manager to expand the node and to see the portfolio types currently loaded into Unifier.
- Click Capital Projects (portfolio type) node to see the available Capital Projects portfolios in the right-hand pane.
- Click to select a portfolio and click Open. Unifier opens the portfolio in the Project Portfolio Manager window (see the Project Portfolio Manager section).