Every portfolio has its own reports, project reviews and homepage.
List of portfolios
Filter the list of portfolios
Click on 
Creating a portfolio
Button name | Description |
|---|---|
This button displays the list of projects that will be included in the 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 permitted unless the entry is invalidated. 🚩 This action must be carried out when modifying a portfolio (parameter setting), not when creating it. 🚩 This button only appears if an attribute has been added to the portfolio and has not already been validated. | |
This button devalidates theattribute entry, makingattribute editable again.
🚩 This action is to be performed when modifying a portfolio (parameterization) and not when creating it.
🚩 This button appears only if an attribute has been added to the portfolio and has already been validated.
Rights required : | |
This button displays the modificationhistory of theattribute |
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This form allows you to create a new project portfolio .
Shares (creation)
Rights required :
Here are the fields found in this screen:
Code 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. 
Hierarchies - structure sheet tab