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 Budget Source and Forecast Source values are changed in the portfolio configuration, cashflow compilation will ignore any projects that are exceptions. 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 the Company Workspace tab and switch to Admin mode.
- In the left Navigator, select Configuration Package Management, select Component Lists, select the applicable [Component List], select Designs, and then select Portfolio Manager.
- Select the required portfolio.
- Name the component list.
- Conduct an Error Check.
- Click Save.
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, select Configuration Package Management, and then select Configuration Packages.
- On the Configuration Pages log, click 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 Configuration Package Management.
If the user selects a Portfolio Manager, the financial period selected in the configuration is included in the Configuration Package.
Updated Cash Flow and Shell Templates are also available for the Configuration Package.
See Also
Setting Up the Portfolio Manager
Configuring the Portfolio Manager
Templates (Shell Attribute Form)
Last Published Monday, October 7, 2024