_ProjektsteckbriefMOD0099JB_Portfolio1DB12

Information

• If the project / proposal / idea has already been assigned to one or several portfolios, they will be listed here.
• Via the link in the Portfolio field, you can switch to the corresponding project.

To assign the project / proposal / idea to the new portfolios,

• click on the Assign portfolio(s) button in the area header.
  • The Assign Planning Object to Portfolio(s) module will be opened.
    • Activate the Select checkbox for the required portfolio in the Assign Planning Object to Portfolio(s) module and click on the Assign to the selected portfolios button. As a result, the project/proposal/idea is assigned to the selected portfolio(s), the dialog module is closed and the selected portfolio is displayed in the Portfolio assignment area.
      • if the project/proposal/idea is already assigned to all portfolios in which the logged-on user is portfolio manager, or if the user is not a portfolio manager of any portfolio, a respective message is displayed when the Assign to the selected portfolio(s) button.

To remove the project / proposal / idea from the required portfolios,

• mark the record with the required portfolio and delete it via the Delete button in the toolbar.