Creating portfolios

Activity Center > Portfolios

 

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To make viewing portfolios possible, ‘Show portfolios’ must be enabled in Options | Program settings. Managing portfolios is governed by Portfolio permissions which are part of a role’s global permissions. See Global permissions for additional details.

 

To create a portfolio:

 

1.

Select Portfolios under the Projects & Tasks menu.

2.

Click "Create a new portfolio".

3.

Name the portfolio, set its status and category, and give it a description.

4.

Add portfolio members, giving them appropriate permissions: Portfolio Manager, View, and/or Edit

5.

Click ‘Save and close’ to save and exit.

6.

Click ‘Save’ to apply the changes without exiting.

 

 

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Portfolio members with the ‘View’ permission can view all projects and activities in that portfolio.

 

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Portfolio members with the ‘Edit’ permission can open and edit all projects and activities in that portfolio.

 

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Portfolio members granted the ‘Portfolio manager’ permission are given the ‘View’ and ‘Edit’ permissions automatically.

 

The table summarizes portfolio members’ permissions:

 

Actions\Permission

Portfolio Manager

View

Edit

View Projects and Activities in Portfolio

Yes

Yes

Yes

Edit Projects

Yes

No

Yes

Edit Portfolio Details

Yes

No

Yes

Delete Portfolio

Yes

No

No

Add Projects to Portfolio

Yes

No

No

Remove Projects from Portfolio

Yes

No

No

 

 

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If a user is assigned to a particular project or an activity – these permissions override the portfolio permissions. In other words, if user is not assigned to project, but assigned to portfolio, his permissions to portfolio projects and tasks are defined by portfolio permissions rather than "Permissions for projects where user is NOT a member of:" permissions.

 

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A portfolio member with the Edit permission is able to modify portfolio details as well as all projects and activities in the portfolio unless he has "view only" permissions set specifically for a certain project.

 

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A portfolio member with the View permission is able to see but not modify portfolio details as well as all projects and activities belonging to this portfolio unless he or she has "edit" permissions set specifically for a certain project.

 

 

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