Setting the portfolio
This screen mainly contains the fields from form for creating portfolio.
You can modify the properties of portfolio in this screen.
Actions
Rights required :
Button name | Description |
|---|---|
This button displays the list of projects included in portfolio.
Projects appear in a list with the | |
This button lets you add | |
This button is used to validate theattribute entry, no further entries will be allowed unless the entry is de-validated. 🚩 This button only appears if a attribute has been added to portfolio and has not already been validated. | |
This button de-validates theattribute entry, makingattribute editable again.
🚩 This button only appears if a attribute has been added to portfolio and has already been validated.
Rights required : | |
This button allows you to view the history modification of theattribute |
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Voici les champs retrouvés dans cet écran :
Code Il est possible de rattacher les portefeuilles à des hiérarchies, si leur rattachement sur l'objet Portfolio is defined on Optional or Mandatory. File tab structure