Opening Portfolios

When working in the portfolios section of the application, it is important to open only the project group you want to include in the various work areas. You can specify these project groupings by EPS, portfolio, or project code. You can open a portfolio in any of the following ways:

To open a portfolio:

Click the Portfolios menu and choose Open Portfolio.
In the Open Portfolio dialog box
1. Select a grouping method on the Organize By list.
2. Expand the resulting groups to select the entry representing the projects you want to open collectively as a portfolio.
3. Click Open.

Tips:

To re-open the last portfolio you were working with, click Portfolios.
To open another recently used portfolio, click the Portfolios menu and choose the portfolio from the list.

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