Manage Portfolio Views Page

Overview

This page lists all portfolio views available to you. Use this page to create, modify, and delete portfolio views.

Screen Elements

Create View link

Creates a new portfolio view.

Search field

The text or numeric value you want to use to search for portfolio views by name.

This is an incremental search field. As you type, the list of entries is refreshed and matching portfolio view names automatically expand in the list. To reset the list, clear the Search field.

For example, enter budget or just bu to find all views with the word "Budget" in their names.

Title field

The name of the portfolio view. The title can contain up to 255 characters, and it does not have to be unique.

A visual indicator appears before the title to help you identify the type of view and determine whether it is available to just you or shared globally by all users. For example, you might see the user histogram icon for a personal histogram called Spending for My Projects, and the global histogram icon for a shared histogram called Spending for All Projects.

Available to field

Indicates user access for the view.

Global: All users with module access to global portfolio views can use the view.

User: Access to the view is restricted to the current user.

Delete link

Deletes the current portfolio view.

Getting Here

Click the Portfolios menu and choose Manage Portfolio Views.

Related Topics