Working with My Updates

This topic and its associated topics explain how to manually update cell information, access cell dashboards and view the Cell Properties dialog box.

Note:

When you access the To-Do module while working in Primavera Portfolio Management, the last tab used is the first tab displayed.

The My Updates table includes the following information for each update:

  • Item Status Icon: An icon that represents the status of an item. For more information on status icons, refer to Filtering the Items View by Status in Working with Investor Maps.
  • Name: The item or portfolio of the cell to be updated.
  • Category: The category of the cell to be updated.
  • Requester: The user requesting the update.
  • Next Update: The date of the next scheduled update.

    Note:

    Past-due dates appear in red.

  • Value: The cell's current value.
  • Indicator: The cell's current indicator.

In addition, a Summary Row along the bottom of the My Updates table provides a summary of the information in the My Updates tab, including the total number of updates, the number of overdue updates, and the updates that have already been performed.

The To-Do module enables you to update cell information, access cell dashboards and view the Cell Properties dialog box from the My Updates tab.