What is portfolio ?
A portfolio is a set of projects. These projects are selected individually or via filters when portfolio is created. The aim is to consolidate data on the various project themes within portfolio (budget, resources, planning...).
Every portfolio includes reports, project reviews and homepage.
List of portfolios
Filter the list of portfolios
Click on 
General actions
🚩 No mass action on portfolios is possible
Rights required
🚩Aucune n'est paramétrable pour cet écran.
Creation of a portfolio
| Button name | Description |
|---|---|
This button displays the list of projects to be included in portfolio.
Projects appear in a list with the | |
This button lets you add | |
Ce bouton permet de valider la saisie de l'attribut, plus aucune saisie ne sera permise à moins de dévalider la saisie. 🚩 Cette action est à réaliser à la modification d'un portefeuille (paramétrage) et non à sa création 🚩 Ce bouton apparaît uniquement si un attribut a été ajouté au portefeuille et n'a pas déjà été validé | |
This button de-validates theattribute entry, makingattribute editable again.
🚩 This action must be done when modifying a portfolio (parameter setting) and not when creating it.
🚩 This button appears only 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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A new portfolio project can be created at form .
Shares (creation)
Rights required
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 |
Si la configuration multilingue est activée, alors un champ supplémentaire est à remplir dans une section Multilingual.
Ce champ correspond au libellé de l'objet dans l'autre langue.
🚩 Portfolios can be attached to hierarchies, if their structure link on the object Portfolio is defined on Optional or Mandatory. File tab structure