View and Open Portfolios
Portfolios are grouped by their portfolio type. Scenarios are grouped under each portfolio.
To view portfolios:
- Go to the shell tab where the Portfolio Manager resides and switch to User mode.
- In the left Navigator, select Portfolio Manager. The system expands the navigator to show the portfolio types currently loaded into the system.
- In the left Navigator, select the portfolio type that contains the portfolio you want to view. The system displays the portfolios for this type in the right pane.
The portfolio type log contains the following toolbar options:
- Create: To create a new portfolio manager sheet, or to create a new portfolio manager sheet for the next planning period.
When you select an existing portfolio, click Create, and then select Portfolio or Plan for next period, the Add Portfolio window opens which has two blocks: the general block and the options block. For each block, enter the values in the fields and click Save.
- Delete: To delete a selected portfolio in the portfolio type log.
- Refresh: To refresh the list of portfolios in the portfolio type log.
- Print: To print the list of portfolios in the portfolio type log or export to CSV or Excel.
- Search: To open the Search block and search for a particular portfolio in the portfolio type log. Use the following toolbars (the icons on the right corner) to dock the Search block, clear values in the search fields, apply the search criteria, or close the Search block:
- Dock Right
- Clear
- Apply
- Close
- Find on Page: To open a row in the list of portfolios in the portfolio type log and find items according to the column headings. See the portfolio type log contains the following columns, below. To close the row, click the Find on Page option again.
- View Help menu: To access the portfolio type help (not available) or the portfolio type training (User Productivity Kit).
The portfolio type log contains the following columns:
- Attachments
- Portfolio Name
- Planning Period
- Creation Date
- Creator
The portfolio type log contains the Properties pane (the right-pane) that appears when you select a portfolio. The Properties pane, similar to the Properties window (accessed by the Properties toolbar option available in an opened portfolio), enables you to access the following information:
- Portfolio Name
- Planning Period
- Creation Date
- Creator
- Planner Comments
- Decimal Places
- Create: To create a new portfolio manager sheet, or to create a new portfolio manager sheet for the next planning period.
To open a portfolio:
- Go to the shell tab where the Portfolio Manager resides and switch to User mode.
- In the left Navigator, select Portfolio Manager. The system expands the navigator to show the portfolio types currently loaded.
- In the left Navigator, select the portfolio type that contains the portfolio you want to open. The system displays the portfolios for this type in the right pane.
- In the portfolio type log, select a portfolio and either double-click to open it or click the gear menu (
) and select Open to open the portfolio details page or pop-up to either:- The scenario that has been marked for sharing
- The most recently updated scenario
Within either of the scenarios, you are presented with two tabs (for example, a Budget Planning tab and a Dashboard tab).
In this window, you can click the plus option (the plus symbol + next to the scenario) to open the Add Scenario window, add the title for your new scenario, add projects, and when finished, click Save to add your new scenario. At the same level as the tabs, you have the option to:
- Approve a scenario (or tab)
- Share or unshare a scenario (or tab)
- Duplicate the information of a scenario (or tab)
In the default tab of the scenario that has been marked for sharing, or the most recently updated scenario, you can use the toolbar options to:
- Select projects
- Switch from the Grid View (default) to the Gantt Chart View
Note: If Begin calculations at end of curve is selected for a Forecast Curve and Display financial period breakdown of Actuals is selected for the portfolio configuration, the Actuals information displayed in a Grid View or Gantt Chart View does not shift if the Start Date is modified.
- Change the view of the log by selecting with columns to be presented on the log
- Edit the view of the log
- Print the log items or export the items to a CSV or Excel file
- Refresh the list log items to get the latest, or the most up-to-date
- Access the Properties pane of the portfolio
- Collapse or expand all columns groups (you can group monthly reports into yearly groups)
- Find items on the log
In each row, you can:
- Click the gear menu ( ) and remove, or unlink, a project from the scenario.
- Click a project number cell to open the project.
- See the following amounts, for each project, after the split at the bottom of the log:
- Total
- Target
- Difference
- Current Project Data
- The number of projects appear at the very end of the screen.
Additional information
When a cell value in the Project Portfolio Manager (PPM) Sheet is updated for a current project data, the system places a Warning symbol (a triangle with an exclamation mark in the middle) in the cell to indicate that the cell value differs from the current project data.
When you conduct a Find on Page in the log view (grid), if the value of an item in your filter has no match, the bottom part of the grid (after the split at the bottom of the log) will remain as it was, and it will not change from what it was prior to conducting the Find on Page. The bottom part of the grid will change only when the value of an item in your filter has a match.
When exporting your grid to a file, the column groups are exported, too.
Read-only cells in a grid cannot be deleted. Note that the read-only cells are highlighted gray.
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Last Published Tuesday, April 8, 2025