Portfolios MOD009CSD

Access

• Portfolio Management → Planning and Reports → Multi-Portfolio Board → Portfolios

Information

• 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.
• You can create new portfolios here.

Details

• You can have the data of existing portfolios displayed and, if necessary, edit them by clicking on the ID of the portfolio in the Portfolio panel.
• New portfolios can be created by clicking on the New portfolio button. For this purpose, the Portfolio panel, with the help of which the Portfolio Core Data is focused, is opened. Here you can define a new portfolio.

Authorizations

• For planning objects, access rights for portfolios are controlled via the cost center structure code. 
• 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 portfolio button: You are not entitled to execute this function!.
• For general information on rights, please click here. For precise information on the allocation of rights, please refer to Rights Management.