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
🚩Aucune n'est paramétrable pour cet écran.
| 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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Field name | Functional information |
Name of portfolio. It's important to choose a meaningful name. | |
Codes are generally entered in uppercase and with underscores _.
It's important to enter them, as they can be useful in the event of an error or import. | |
Description of this portfolio | |
Long wording of portfolio | |
Choice of homepage portfolio .svg) Portfolio | |
Choosing a slideshow template for magazines  Slideshow templates | |
For greater visibility within the list of portfolios, it is important to add a logo (file or url). | |
Use this field to select a report  Project review which will appear in portfolio in the  Project reports | |
Use this field to select one of the two planning reports  timeline or  gantt chart which will appear in portfolio in the  Planning report | |
This field is used to select, one by one, the projects that will be included in the portfolio | |
This field is used to select the desired projects from a drop-down list. You can check off projects one by one, or select them all by checking the first box. If you uncheck a project's box, it will no longer appear in the project list. portfolio
🚩 This field appears if the  Static not checked | |
This field is used to select the projects that will be included in portfolio using filter criteria:
-  Contains
- Attachments
- theme
- role(user(s)
- With milestones late
- Father project
- Start of smoothing remaining work
- template project
- project manager
- Status
- Start date
- End date
- Weather
- summary sheet document
🚩 This field appears if the Static not checked |
🚩 Portfolios can be attached to hierarchies, if their structure link on the object Portfolio is defined on Optional or Mandatory. File tab structure