Open Portfolio Dialog Box
Overview
Use the Open Portfolio dialog box to open a group of projects by EPS, project code, or portfolio. After opening a group of projects, the application will continue to open that same portfolio whenever you click Portfolios.
Screen Elements
Organize By list
Organizes the view by EPS,Portfolios or Project Codes.
 Search
 Search
Enables you to perform a search based on the value you enter in the search bar.
Getting Here
Click the Portfolios  menu and choose Open Portfolio.
 menu and choose Open Portfolio.
Related Topics
Assigning Projects to a Portfolio
Creating Projects on the Portfolio Analysis Page
Last Published Monday, October 13, 2025