Portfolio Panel

Access

• Open the panel to have a look at an existing portfolio or to make changes to it
  • By clicking on the ID of the requested portfolio in various modules (e.g. Portfolios).
• Open the panel for the creation of a new portfolio.
  • Portfolio Management → Multi-Portfolio Board → Portfolios → New portfolio button

Note

• The Portfolio Panel contains editing modules and information concerning the selected portfolio.
• Whether the panel can be opened for the purpose of creating a new portfolio and whether portfolio data can be edited or only viewed, depends on the Rights of the user.

Modules of the panel

• Dashboard
• Portfolio Core Data
• Planning Objects
• Budget
• Quality Gates
• Status
• Simulations
• Info Board
• Risks/Opportunities
• Documents
• Change Requests