Add

Allows you to add a portfolio scenario. No rights are required when you already have access to scenarios.

Duplicate

This button allows you to easily copy a portfolio scenario portfolio predefined framework). No rights are required if you already have access to the scenarios.

Edit

Allows you to modify a portfolio scenario. No rights are required when you already have access to the scenarios.

Sort

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.

Filter

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.

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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.

Seehistory

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

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

Delete

Allows you to delete a portfolio scenario. No rights are required if you already have access to the scenarios. A message appears.

Seehistory

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

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

Duplicate

This button allows you to easily copy a portfolio scenario portfolio predefined framework). No rights are required if you already have access to the scenarios.

Register

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

Delete

Allows you to delete a portfolio scenario. No rights are required if you already have access to the scenarios. A message appears.

Go to

Allows you to access the portfolio scenario portfolio its configuration.

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.

Filter

This button allows you to filter projects in the list of candidate projects using criteria.

You can filter by project and resource labels, project attributes, and project or resource hierarchies. You can combine multiple filter criteria.

Only the lines containing the searched value are then displayed. There is no impact on the project counter: the projects added to the basket are still counted as the same number, regardless of the criteria used to reduce the list.

After performing a search, you can close the search by clicking on the cross and return to the complete list of candidate projects in portfolio.

Fold

This button allows you to fold a project line and no longer see the details in terms of budgets or resources: profiles and analytical axes used will no longer be displayed.

Unfold

This button allows you to expand a project line and view details in terms of budgets or resources: profiles and analytical axes used are displayed.

If no profile: No profile will be displayed.

Totals

This button displays the totals of your scenario's resource and budget columns, if they are spread over several years or financial years. The totals cannot be modified, but are updated each time the scenario is modified. Budget totals correspond to the budget gauge at the top of the scenario, and the same applies to resources.

Sort

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.

gantt chart

The gantt chart to visualize the timing of the projects in the scenario at a glance.

The gantt chart is displayed according to the projects selected. If you deselect a project, it will no longer appear in the Gantt. It can be easily shown or hidden.

The period graphically is based on the start date and end date of the project. You can zoom in and out on the gantt chart portfolio scenario portfolio a time scale (months, years) to analyze it more effectively.

A tooltip appears when you hover over a project. This tooltip provides the following information: project name, start date, and end date. You can modify project dates in the Gantt chart or in the table, and workloads are modified accordingly.

Load Plan

The plan can be displayed on a portfolio scenario. It will allow you to view the resource profiles and workloads of the selected projects in greater detail. The capacity remaining work allocated remaining work are displayed in this graph.

Charges are displayed on a monthly basis. When a resource is assigned to multiple projects, its capacity counted only once. You can choose whether or not to display certain resource profiles in the graph by clicking on the profile legend on the right. If scenario data is modified, the plan is automatically updated with the new values. The capacity of the resources displayed in the plan can be filtered by clicking on the profiles in the plan legend. This allows you to view the capacity only certain profiles, such as a developer or a project manager contracting authority.

Choose a new date

This button allows you to choose a new date for a project.

This may be a project start or end date, for example.

If the dates of a project change, then the gauge levels must correspond to the totals of the columns in the table for each resource or budget constraint.

The data for this project is not affected in any way; this is a projection. The change will be made in the project if it is selected for the future portfolio .

Update data

This button allows you to update the scenario data with the latest project data. This will update the data date (available at the top left of the screen) with the current date.

Modify a value

This button allows you to modify budget or resource amounts on a project line.

Please note that these changes do not have a direct impact on the projects, but only on the scenario currently under construction.

Select

This button allows you to select or deselect a candidate project individually. The portfolio scenario portfolio then portfolio adjusted to budget resource constraints defined in the framework. The impact will be visible in the gauges at the top of the screen. When you first arrive on the screen, all projects are selected.

Select all

This button allows you to (de)select all candidate projects with a single click. The portfolio scenario will then be adjusted to the budget and resource constraints defined in the framework. The impact will be visible in the gauges at the top of the screen. On arrival at the screen the first time, all projects are selected.

Edit

This button is used to modify the project framework: budget or resource constraints, scenario name... Not all frame fields can be modified. You'll need to create a new scenario to change the list of candidate projects, the code or the attributes.

Create portfolio

Once the scenario appears to be correct, this button allows you to create a portfolio the selected candidate projects. An email will then be sent to manager . It contains the list of projects that have been included in portfolio specifies any adjustments (budget) that may be necessary. The portfolio "correct" once all these changes have been made, project by project (modification of project start/end dates, modification of the budget). From the email, you can click on the button View portfolio

Export

This button exports the portfolio scenario as an .xlsx file. The name of this file is the name of the scenario.