Configuring Portfolio Manager Configuration Package
The following configurations can be included in the Portfolio Manager Configuration Package:
- General setup
All the fields included in the General Configuration (General tab), including: Yearly Planning and Project Data Sources.
Note: Cash Flows that have been selected in the Budget Source and Forecast Source fields are included in the Configuration Package. If data sources do not exist in the destination environment, the system will create the data sources.
- Query
All queries that have been configured based on data sources.
- Columns structure
The structure of the Column that has been defined in the Columns tab.
You can include the portfolios that you want to include in your configuration package. To include a Portfolio:
- Go to Company Workspace tab > Admin mode > Configuration Package Management > Component Lists > [Component List] > Designs > Portfolio Manager.
- Select the required portfolio.
- Name the component list.
- Conduct an Error Check.
- Click Save.
- Go to Company Workspace tab > Admin mode > Configuration Package Management > Configuration Packages > Create.
- Select your portfolio manager from the Component Lists.
- Enter values in the Package Name and File Name fields and click Next to see the preview.
- Click Next and review the contents.
- Click Next.
- Click Create.
Note: For a successful inclusion of a portfolio, the shell and single-record business process must be a part of the Configuration Package.
For more information, see the Configuration Package Management section in this guide.
If the user selects a Portfolio Manager, then the financial period selected in the configuration is included in the Configuration Package.
Updated Cash Flow and Shell Templates are available for the Configuration Package, also.
See Also
Setting up the Portfolio Manager
Configuring the Portfolio Manager
Templates (Shell Attribute Form)
Last Published Monday, August 28, 2023