During the planning cycle, you (the portfolio planner) might need quick access to project data in order to view project characteristics, schedule activities, cost data, cash flow data, and other information.
In addition, you might need to update some of this data as you are working on a scenario.
For this purpose, the project names on a scenario sheet are hyperlinked to the project. If you have permissions, you can open the project's landing page from the scenario sheet and view or edit data directly in the project.
To drill down to project data:
- On the scenario sheet, click the hyperlinked project name. Unifier opens the project landing page in a new window.
- From the project landing page, navigate to project data and view or edit the data directly.
Note: The portfolio scenario sheet remains open in a separate window so that you can easily work on both the project data and the scenario sheet at the same time.