Use the Project Portfolios dialog box to view and change general information about the selected portfolio. You can also add and delete portfolios. The top portion of the Project Portfolios dialog box contains information about all available portfolios and lists the following kinds of portfolios:
- global portfolios available to all users;
- multiple user portfolios available to you and other users;
- user portfolios you have created for your own exclusive use.
Note: When P6 Professional is connected to a standalone database, only user filters are available.
Portfolios can be:
- manual portfolios that include projects added to the portfolio manually;
- filtered portfolios that select the projects to include in a portfolio on the basis of criteria you specify. Filtered portfolios must be created in P6.
The lower portion is divided into tabs that display specific information about a selected portfolio. Select each tab name below to read about its features.
- General tab - Project Portfolios dialog box
- Projects tab - Project Portfolios dialog box
- User Access tab - Project Portfolios dialog box
In addition, the following fields and buttons are available in the Project Portfolios dialog box.
Display Options bar: Click to display portfolio details; find a specific portfolio; and change the font, colors, and row height of items in the Project Portfolios dialog box.
Portfolio Name: The name of each available portfolio.
Note: Only the portfolio owner can change the name of a multiple user portfolio.
Add: Click to add a new portfolio.
Delete: Click to delete the selected portfolio.
Cut: Click to cut the selected portfolio so you can move it to another location.
Copy: Click to copy the selected portfolio so you can add it to an additional location.
Paste: Click to paste a portfolio that you have either copied or cut.