Portfolio View Portfolio Tab
This tab displays basic metadata about the project (white background columns), cost and budget data (blue background columns), and schedule data (yellow background columns). All information is updated in real time as the tab is loaded. Use the controls described below to customize the table and find the data you wish to view.
Every field in the table is read only and contains a hyperlink:
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Click the hyperlink in any project data (white) field - the record opens in Portfolio/Lists/
Projects -
Click the hyperlink in any cost/budget (blue) field - the project opens in the most recently used worksheet in Cost Worksheets
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Click the hyperlink in any schedule (yellow) field - the project schedule opens
 Map View Radio Button |
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 Program/Project Filter FieldsSelect from these dropdown lists to filter the table by program and/or project.
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 Currency FieldSelect a currency in which to display cost and budget numbers. If a currency is selected numbers are converted to that currency using the default conversion rates stored in Portfolio/Setup/ Currency. Select "(None)" to show each line in the project's currency. |
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 Refresh Button |
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 Layouts Button |
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