When viewing a portfolio of portfolios, the leftmost column of the Scorecard contains the name of the current portfolio, followed by a numbered list containing the statuses and names of the portfolios within that portfolio. When viewing a portfolio of items, the leftmost column of the Scorecard contains the name of the current portfolio, followed by a numbered list containing the statuses and names of the items within that portfolio.
Right-clicking a portfolio name displays the following popup options:
- Scorecard: Accesses the Scorecard for the selected portfolio.
- Maps: Shows the selected portfolio in the Investor module with the most recently viewed map.
- Forms: Shows the selected portfolio in the Forms module, with the most recently viewed form.
- Dashboards: Shows the selected portfolio in the Dashboards module, with the most recently viewed dashboard.
- Workbook: Shows the selected portfolio in the Workbook module , providing detailed information about all its aspects.
- Dependencies: Accesses the default Dependencies form for the selected item/portfolio. The Workbook is the default drill down. The default drill down can be changed to access a specific form and tab. For more information, refer to General Dependency Options in Working with Dependencies.
- New Alert: Lets you create an alert on the portfolio by accessing the New Alert wizard. For more information about creating a new alert, refer to Creating a New Alert in Configuring Alerts and Notifications.
- Send to Manager: Opens the Send Mail dialog box with the portfolio's manager email address entered in the To field. The message includes a link of the current view to the manager. This applies only to the User type categories.
- Send to Portfolio Managers/Send to Item Managers: Available when selecting a portfolio of portfolios, or a portfolio of items, respectively. Opens the Send Mail dialog box with the email addresses of all of the portfolio or item managers entered in the To field. This sends a link of the current view to all of the portfolio or item managers at once. This applies only to the User type categories.
- Edit: Opens the Portfolio Wizard, which enables you to modify the properties of the selected portfolio, as described in Portfolios in Configuring the System Components.