Add Project Dialog Box of the Portfolio Analysis Page

Overview

Use this tab to define the unique qualities of a new project and add it to the selected Portfolio.

Screen Elements

Project ID field

The unique identifying code for the project.

Project Name field

The name of the project.

Description field

A detailed summary for the item.

The description provides more information than short names or titles. It can give background information or establish a purpose for the item. These details help differentiate between items with similar names and are especially useful in multi-user environments.

EPS field

The node in the EPS hierarchy where this project belongs.

Click Select to select an EPS element from the dialog box.

Responsible Manager field

The organizational breakdown structure (OBS) assigned to the project.

A responsible manager is required for each project and each level of the EPS.

Project Planned Start field

The expected start date for the project.

Must Finish By field

The optional date constraint you can specify for the project end date.

Getting Here

  1. Click Portfolios.
  2. On the Portfolios navigation bar, click Portfolio Analysis.
  3. Click Add Project.

Related Topics

About Projects

About Portfolios



Last Published Wednesday, July 10, 2024