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  (c) PMWeb, Inc., 2021

Portfolio Plan Details Tab Table

Portfolio Plan Details Tab Table
 
Lines can be added to this table by using the Add Line Button, the Add Initiative Button and the Link Initiatives Button. See Portfolio Plan Details Tab Toolbar for more information.
 
1

Line #

1. Line #
Line # Field
2

Fund

2. Fund
Initiatives with this field checked are included in the calculation of the Selected To Fund field in Portfolio Plan Header Fields.
3

Initiative

3. Initiative
The name of the initiative.
4

Initiative ID

4. Initiative ID
Read-only. If the line is linked to an initiative record the ID of the imitative appears here. Clicking the ID navigates to the initiative.
5

Funding Year

5. Funding Year
Year Field  Read-only if linked to an initiative.
6

Funding Source

6. Funding Source
Funding Source Field   Read-only if linked to an initiative.
7

Project Manager

7. Project Manager
Type the name of a project manager.  Read-only if linked to an initiative.
8

Currency

8. Currency
Currency Table Field Read-only if linked to an initiative.
9

Type

9. Type
Type Field   Read-only if linked to an initiative.
10

Total

10. Total
Read-only. Sum of the year columns as defined by the From and To fields, below.
11

2012 (Year May Vary)

11. 2012 (Year May Vary)
Enter a currency value. Read-only if linked to an initiative.
12

2013 (Year May Vary)

12. 2013 (Year May Vary)
Enter a currency value. Read-only if linked to an initiative.
13

2014 (Year May Vary)

13. 2014 (Year May Vary)
Enter a currency value. Read-only if linked to an initiative.
14

Start

14. Start
Date Field Read-only if linked to an initiative.
15

Finish

15. Finish
Date Field Read-only if linked to an initiative.
16

Priority

16. Priority
Priority Field Read-only if linked to an initiative.
17

Score

17. Score
Enter a score for the line. Read-only if linked to an initiative.
18

Rating

18. Rating
Enter a rating for the line. Read-only if linked to an initiative.
19

Sponsor

19. Sponsor
Enter a sponsor for the line. Read-only if linked to an initiative.
20

Notes

20. Notes
Notes (Memo) Field
21

User Defined Field 1

21. User Defined Field 1
User Defined Fields
22

User Defined Field 2

22. User Defined Field 2
User Defined Fields