Manage Portfolios or Create Portfolios Dialog Box

Overview

Use this dialog box to review the list of projects inside each portfolio and to create, modify, and delete portfolios. The Manage Portfolios dialog box lists the following kinds of portfolios:

global portfolios available to all users;
multiple user portfolios available to you and other users;
user portfolios you have created for your own exclusive use.
Note In the Create Portfolio dialog box, you can view information about all portfolios, but you can only modify the new portfolio.

Screen Elements

Search field

Activates the search based on your search criteria.

Context menu

Add: Creates a new item.

Delete: Removes the selected item permanently.

Cut: Cuts the selected item.

Copy: Copies the selected item.

Paste: Pastes a previously cut or copied item into the selected position.

Expand: Enables you to expand and view all of the items in a hierarchical list.

Collapse: Enables you to collapse and hide subordinate items in a hierarchical list.

Portfolios list

The available portfolios.

Portfolio indicator

A visual indicator of the type of portfolio. Possible indicators include:

A user or multiple user portfolio made up of projects you select manually.

A user or multiple user portfolio made up of projects selected by filter criteria.

A global portfolio made up of projects manually selected by the portfolio manager.

A global portfolio made up of projects selected by filter criteria.

Name field

The name of the portfolio.

Project Selection Tab

Manual area

Available Projects

The list of all available projects.

Selected Projects

The list of projects that you have selected from the Available Projects list.

By Filter area

Match any/all of the following rules list

Determines whether the filter should match any or all rules.

Add a filter condition... button

Adds a filter condition to the filter definition area. This item is available if there are no filter conditions.

Context menu

Add Above: Adds a new item to the list above the selected item.

Add Below: Adds a new item to the list below the selected item.

Delete: Deletes the selected item.

Filter rules section:

The rules of the selected filter showing the Field, Operator and Value. Modify the values for each field listed to customize the filter.

Add another filter condition... button

Adds an additional filter condition to the filter definition area. This item is available if there are already filter conditions.

Access tab

Note To see this tab, select a Multiple User portfolio from the Portfolios list.

Available users list

The list of all available users.

Selected users list

The users you selected from the Available Users list.

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.

Getting Here

From the Context selector:

In the context selector, select Portfolios, then click Manage Portfolios.

From the Capacity Planning page:

In the context selector, select Portfolios.
In the context selector:
- Click Open Portfolio to select a group of projects by portfolio type, EPS node, or project code.
- Or choose a portfolio in the Most Recently Used list.
On the Navigation Menu, expand Portfolios and click Capacity Planning.
On the Capacity Planning page, click Create Portfolio....

Project Selection Tab

Manual area

Related Topics