Although the Portfolio Manager has been configured by Unifier to automatically add and remove projects to and from a portfolio scenario sheet (when they meet the correct inclusion or exclusion criteria), the portfolio planner can also manually remove a project from the portfolio scenario sheet. See the Splitter Arrows section for additional information.
The portfolio planner can use the splitter arrows to split the windows and add additional projects, from project candidates list, to the portfolio manually.
You can use the up arrow or down arrow on the splitter bar to add or remove projects.
The project candidate list shows only those projects that have not been added to any other portfolio for the same planning period. Also, the project candidate list does not show any projects that have already been added to the scenario.
When you remove a project from a portfolio scenario sheet, Unifier moves the project back to the project candidates list at the bottom of the window. If that project continues to match the query criteria for inclusion on the portfolio scenario sheet, it will remain on the candidates list; otherwise, it will drop from the list.
To remove a project:
- Select the project that you want to remove from the portfolio scenario sheet.
- To select multiple projects, hold down the CTRL key on your keyboard and click on the projects.
- To select all the projects, highlight the first project, then hold down the SHIFT key and select the last project.
- Click the remove arrow (down arrow). Unifier removes the project from the portfolio scenario sheet and recalculates the numbers.