Splitter Arrows

In some portfolio scenario sheets, you may see two large arrows (splitter arrows) at the bottom of the Project Portfolio Manager window, left-hand corner. The portfolio planner can use the splitter arrows to split the windows and add additional projects, from project candidates list, to the portfolio manually.

The option for manually adding projects to the portfolio can be set up by the Administrator.

Company Workspace (Admin mode) > Configuration > Portfolio Manager > Capital Projects > Query tab > Projects: If selected, deselect "Auto-add/auto-remove projects to and from the portfolio based on the query."

Note: Changing this option applies to new portfolios, only.



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Last Published Tuesday, March 2, 2021