Portfolios are grouped by their portfolio type. Scenarios are grouped under each portfolio.
To view portfolios
- In User mode, open the shell where the Portfolio Manager resides.
- In the Navigator, click Portfolio Manager. Unifier expands the navigator to show the portfolio types currently loaded into Unifier.
- In the Navigator, click the portfolio type that contains the portfolio you want to view. Unifier displays the portfolios for this type in the right pane.
The portfolio type log window contains the following toolbar options:
- Create
To create a new portfolio manager sheet, or to create a new portfolio manager sheet for the next planning period.
When you select an existing portfolio and click Create > Portfolio, or click Create > Plan for next period, the Add Portfolio window opens which has two blocks; the general block and the options block. For each block, enter the values in the fields and click Save.
- Delete
To delete a selected portfolio in the portfolio type log window.
- Refresh
To refresh the list of portfolios in the portfolio type log window.
- Print
To print the list of portfolios in the portfolio type log window or export to CSV or Excel.
- Search
To open the Search block and search for a particular portfolio in the portfolio type log window. Use the following toolbars (the icons on the right-hand corner) to dock the Search block, clear values in the search fields, apply the search criteria, or close the Search block:
- Dock Right
- Clear
- Apply
- Close
- Find on Page
To open a row in the list of portfolios in the portfolio type log window and find items according to the column headings. See the portfolio type log window contains the following columns, below. To close the row, click the Find on Page option again.
- View Help menu
To access the portfolio type help (not available), or the portfolio type training (User Productivity Kit).
The portfolio type log window contains the following columns:
- Attachments
- Portfolio Name
- Planning Period
- Creation Date
- Creator
The portfolio type log window contains the Properties pane (the right-pane) that appears when you click to select a portfolio. The Properties pane, similar to the Properties window (accessed by the Properties toolbar option available in an opened portfolio), enables you to access the following information:
- Portfolio Name
- Planning Period
- Creation Date
- Creator
- Planner Comments
- Decimal Places
- Create
To open a portfolio
- In User Mode, open the shell where the Portfolio Manager resides.
- In the Navigator, click Portfolio Manager. Unifier expands the navigator to show the portfolio types currently loaded into Unifier.
- In the Navigator, click the portfolio type that contains the portfolio you want to open. Unifier displays the portfolios for this type in the right pane.
- In the portfolio type log window, click to select a portfolio and either double-click to open it, or click on the gear menu (
) and click Open to open the portfolio details page or pop-up to either:- The scenario that has been marked for sharing
- The most recently updated scenario
Use the toolbar options of the window to:
- Save changes
- include a link or unlink an existing link
- Access the properties window
- Export portfolio
At the bottom of the widow, you have the option (the plus symbol +) to add a new scenario in a tab and use the gear menu () to:
- Duplicate a selected tab
- Delete a tab
- Share a tab
- Approve a tab