Logo
  • Other versions
  • Virage Group
  • Espace Magenta
  • Support ticket
  • Strat Monitor documentation
Logo

Produced by Virage Group

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Portfolios
Portfolios
/Portfolios (list)
Portfolios (list)
Portfolios (list)

Portfolios (list)

‣
Table of contents
  • List of portfolios
  • Creating a portfolio
  • Attributes
icon
portfolio A portfolio is a collection of projects. These projects are selected individually or via filters when the portfolio is created. The aim is to consolidate data on the various project themes within the portfolio budget, resources, schedule, etc.), for global monitoring purposes and governance.

Every portfolio has its own reports, project review and dashboard.

List of portfolios

image

FilterFilter

image

We can have a filter All projects or a filter that works with criteria.

This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.

🚩
Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.
‣
This list of portfolios can be filtered using a filter criterion:
  • ContainsContains

Click on RegisterRegister to apply the filter and CloseClose to return to the list.

🚦

Rights required : Portfolio consultationPortfolio consultation

Add

Allows you to add a portfolio.

🚦

Rights required : portfolio creationportfolio creation

DeleteDelete

Allows you to delete a portfolio.

🚦

Rights required : portfolio deletionportfolio deletion

SortSort

This button is used to sort :

  • in ascending order on first click (down arrow)
  • in descending order on second click (arrow up) A third click on this button removes the sorting.

Sorting is performed on the header of a list in the application: list of views, users, projects, etc.

Creating a portfolio

This form allows you to create a new project portfolio .

portfolio creation screen
portfolio creation screen
🚦

Rights required : portfolio creationportfolio creation

Here are the fields found in this screen:

‣
WordingWording

portfolio name. It is important to choose a descriptive name.

‣
CodeCode

Codes are generally entered in uppercase letters and with underscores _ It is important to enter them because they can be useful in case of errors or during import.

‣
DescriptionDescription

Description of this portfolio

‣
Long labelLong label

Full description of portfolio

‣
dashboard templatedashboard template

Choosing aportfolio dashboard template portfolioportfolio

‣
Slideshow templateSlideshow template

Choosing a slideshow template for newsletters Slideshow templatesSlideshow templates

‣
portfolio logoportfolio logo

To make your portfolio stand out in the list, it’s important to add a logo (file or URL)

‣
Project reportsProject reports

This field allows you to select a report Project reviewProject review which will appear in the portfolio the section Project reportsProject reports

‣
Planning reportPlanning report

This field allows you to select one of the two scheduling reports timelinetimeline or gantt chartgantt chart which will appear in the portfolio the section Planning reportPlanning report

‣
StaticStatic

This field allows you to select, one by one, the projects that will be included in the portfolio

‣
SelectionSelection

This field allows you to select the desired projects from the drop-down list. You can select projects one by one, or select all of them by checking the first box. If you uncheck a box corresponding to a project, that project will no longer appear in the portfolio project list

🚩

This field appears if the field StaticStatic has not been checked

‣
CriteriaCriteria

This field allows you to select the projects that will be included in the portfolio filter criteria:

  • ContainsContains
  • AttachmentsAttachments
  • themetheme
  • user role(s)user role(s)
  • With late milestonesWith late milestones
  • Father projectFather project
  • Start of smoothing of remaining workStart of smoothing of remaining work
  • project templateproject template
  • project managerproject manager
  • statusstatus
  • Start dateStart date
  • End dateEnd date
  • WeatherWeather
  • summary sheet documentsummary sheet document
🚩

This field appears if the field StaticStatic has not been checked

Apply

This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.

RegisterRegister

Validates your changes. This may redirect you to the previous page on some screens.

Attributes

SeehistorySeehistory

Displays the list of changes made to this portfolio by all users.

Stocks are sorted from the most recent to the oldest date.

View

This button displays the list of projects in the portfolio. Projects appear in a list with the WordingWordingthe CodeCode and the DescriptionDescription

Attributes

Provides access to the list of portfolio attributes portfolioportfolio to add it to portfolio. It will also be possible to deselect attributes to remove them from the portfolio.

Validate the entry ofattribute

This button validates theattribute entry; no further entries will be permitted unless the entry is invalidated.

🚩

This button only appears if an attribute been added to portfolio has not yet been validated. The button appears to the right ofattribute.

Confirmation window forportfolioattribute entry validation
Confirmation window forportfolioattribute entry validation

Disableattribute input

This button allows you to invalidate theattribute entry, makingattribute editableattribute .

🚩

This button only appears if an attribute been added to portfolio has already been validated. The button appears to the right ofattribute.

Confirmation window whenattribute is invalidated
Confirmation window whenattribute is invalidated
🚩

If multilingual configuration is enabled, an additional field must be filled in a section Multilingual. This field corresponds to the object label in the other language.

🚩

Portfolios can be linked to hierarchies, if their structure link to the object portfolio is defined on Optional or Mandatory. No access

‣
Non-exhaustive list of error/information messages

Theattribute entryattribute been validated ➡️ When an attribute entry attribute been validated No access

The entry forattribute been invalidated ➡️ When attribute entry attribute been invalidated No access