Accessing Portfolio Manager

Notes:

The following instructions are only applicable if you have prepared and configured the necessary data that you need for using this feature.

Before you continue, set your preferences in Unifier. Refer to the Unifier User Guide for details.

To access the Portfolio Manager node, Sign in to Unifier. Refer to the Unifier User Guide for additional information.

Open All Projects tab.
Switch to User mode. The Portfolio Manager node appears in the Navigator.
Note: The administrator sets up the structure of the nodes and modules in the Navigator. BPs could appear in folders that are placed in appropriate nodes.

The following sections provide details about using the PCP BPs and is based on the default setup of Unifier.

Last Published Monday, August 28, 2023