To schedule a custom periodic update task for portfolios:
- In Windows, choose Start > Programs > Primavera Portfolio Management> Schedule PPM Tasks.
The Schedule Task Login dialog box appears.
Note: In scaled-out configurations, you can schedule a task only on the back-end server.
- Enter your user name and password.
The Schedule Tasks dialog box appears.
- Select Custom Periodic Update (Portfolios) in the Task list and select Add / Edit.
The Custom Periodic Update dialog box appears.
- Select Add and select tasks to update in the Task field.
A maximum of 10 tasks can be scheduled for an update. Once created, a custom periodic update can never be deleted. It can only be edited.
- Select when the next update is scheduled to run in the Next Run field.
- Select how often each task needs to be updated in the Frequency field.
- Select Close.