To enter general information about the portfolio, including the portfolio name, description, manager and status:
- On the General tab of the Portfolio Wizard, enter the following information:
- Name: The name of the portfolio.
Note: If you are creating a portfolio from an existing scenario, the default name displays from the selected scenario.
- Description: A brief description of the portfolio. The description can include hypertext.
- Manager: The project manager who manages the item. Select a manager from the drop-down list. For information on adding new users, refer to Users.
- Start: The date the portfolio is scheduled to start. Either enter a date in format m/d/yyyy, or use the date picker to choose a date.
- End: The date the portfolio is scheduled to be completed. Either enter a date in the format m/d/yyyy, or use the date picker to choose a date.
- Status: Select the status of the portfolio. A portfolio can be either Open or Closed.
The status of a portfolio may determine whether it is included in specific vertical functions (e.g. sum, average). This depends on the definition of each function. For more information on functions, refer to Vertical Function.
- Domain: The domain showing this portfolio. The list of available domains can be modified by editing the Domain value list. For more information on editing value lists, refer to Value Lists.
By assigning a domain for this portfolio, users can relate to the portfolio members as entities other than items, for example, Clients or Initiatives. The selected domain appears above the Summary Bar in an Investor map in portfolio view mode.
- Do not perform summary calculations for this portfolio: Prevents automatic summation of the portfolio. When this option is selected, the icon of the portfolio changes color to indicate that it is non-calculating. For more information refer to Non-Calculating Portfolios.
- Name: The name of the portfolio.
- Select Next to proceed to the next tab of the wizard, or select Finish to save the portfolio and exit the wizard.