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