Assign Planning Objects to the Watchlist MOD009CTT

Access

• Portfolio Management → Planning and Reports → Multi-Portfolio Board → Portfolios → Click on the ID of the required portfolios → Dashboard → Assign Planning Objects to the Watchlist button link in the Watchlist → Assign Planning Objects to the Watchlist

Information

• This module is an auxiliary module and therefore it has no stand-alone function. It is used to include new planning objects in the watchlist.
• The module shows all planning objects which have not yet been included in Watchlist .

Add Planning Objects to the Watchlist

• Activate the Select checkbox for the person who is to be assigned as a stakeholder and click on the Assign selected objects button.

The planning objects can only be removed from the watchlist in the Dashboard module.