The information about each project in a portfolio, and within a scenario, is presented in columns in the Project Portfolio Manager window.
The columns in the Project Portfolio Manager window contain the following information:
Note: Use the horizontal scroll bar, at the bottom of the Project Portfolio Manager window to move through the columns.
If you (the portfolio planner) move your computer pointing device (mouse pointer) over each of the first seven column label (starting with Project Name), a drop-down arrow displays automatically on the right-hand side of the column label box. Use the drop-down list to sort, group, clear grouping, and filter the information presented in each column.
If you click on the column label (all columns), you can sort the rows according to the information presented in the column that you clicked.
Item number
Contains an automatically assigned number.
Link
- If a link icon is present, then the project is linked to the project data, and the application updates the data on the portfolio scenario sheet as soon as you open the sheet.
- When the portfolio planner creates a portfolio scenario sheet, Unifier populates the portfolio scenario sheet on with all the projects that have met the criteria for inclusion on the portfolio scenario sheet.
- Note: These criteria were set up in a query that was included in the Portfolio Manager module under Configuration node (Company Workspace - Admin mode).
- When a column value is edited, Unifier automatically unlinks that project row from the project data. The modified cell values are italicized, indicating a discrepancy between scenario and project data, and the row is tagged in the first column.
Project Name
- The name of the project in the portfolio.
- You cannot edit the Project Name.
Project Number
- The number assigned to the project in the portfolio.
- You cannot edit the Project Number.
Project Type
- The type of the project in the portfolio.
- You cannot edit the Project Type.
Project State
The Project State column shows that the scenario includes planned and current projects.
Estimated Budget
The estimated budget amount is set by the project manager.
Start Date
The start date is set by the project manager.
End Date
The end date is set by the project manager.
Pre-Actuals
Pre-Actuals represents the Actuals sum of all previous actuals, up to current date. If checked mid year, the Pre-Actuals also represents the sum of all previous actuals and forecast values, up to the end of year.
Total
- Indicates the project total budget amount,
- Automatically updated by Unifier.
Cash flow columns for each year in the planning period
- Unifier collects the budget and projection numbers from the Cost Managers node of each of your projects and displays them in the cash flow columns.
- The year columns display a range of five years. The first two columns are broken into months, corresponding to the data distribution in project cash flow. You can click the double-arrow to collapse the year columns. Sort, column, and filter options are available in each year and month column.
See the following sections for more details: