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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Create portfolio scenarios
Create portfolio scenarios
/Transforming a scenario into a project portfolio
Transforming a scenario into a project portfolio
Transforming a scenario into a project portfolio

Transforming a scenario into a project portfolio

Once all the adjustments have been made and the gauges are in the black, this scenario can be transformed into a project portfolio .

You can create a portfolio scenario and return to it as many times as you like before transforming it into a real project portfolio .

  1. Access the validated portfolio scenario.
  2. Click on the contextual menucontextual menuthen on Create portfolio.
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The project portfolio is automatically created with all selected candidate projects. An e-mail is automatically sent to confirm the creation of the portfolio. The e-mail contains the list of projects that have been integrated into the portfolio , and details any adjustments that have been made.
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