Introduction
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Planning → Portfolios panel → List (Portfolios)
Information
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In this module, the multi-portfolio manager is provided with an overview of all portfolios which he/she is allowed to see according to his/her access rights.
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You can create new portfolios here.
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The New Portfolio button is only displayed to users with multi-portfolio manager authorizations.
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Details
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The data of existing portfolios can be displayed and, if necessary, edited by clicking on the ID of the portfolio.
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New portfolios can be created by clicking on the New portfolio button. This opens the Portfolio panel, which is the focus of the Portfolio Core Data module, where you can define a new portfolio.
Authorizations
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For planning objects, access rights for portfolios are controlled via the cost center structure code.
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New portfolios can only be created by users with multi-portfolio manager rights. If the user does not possess these authorizations, the following message is displayed when he/she clicks on the New portfoliobutton: You are not entitled to execute this function!.
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For general information on rights, please click here. For detailed information on the allocation of rights, please refer to Rights Control.