Portfolio data

General

A portfolio is a collection of projects. By selecting a portfolio, its data is displayed and can be edited.

Where to find

Taskbar Portfolio >> Portfolio data

Example (fig. 2,3,4,5)

Each portfolio has some general settings to be defined e.g.

settings

• General information
• Constraints. (opt) when defined the user is able to set certain constraints on predefined value. In this example for quarter1 of 2015 the Net innovation cost may not exceed the maximum of 650000 euro/qua
• Access rights appointed to users (fig. 6). Users can be given rights to view or access this portfolio.

All documents related to this portfolio.

Options

The active project: use drop down to change the active project

Show / toggle task panel

Export data

Reload: refreshes the window.

The "action icon" reveals some options like:

New portfolio. Copies the current portfolio to a new portfolio. The compositions will not be copied.

copy portfolio. Copies the current portfolio to a new portfolio. The compositions will not be copied.

New composition

Lock portfolio. Locks portfolio temporarily for editing by other users. The lock stay active until you unlock the portfolio or when you sign out.

Delete a portfolio or Composition

A user with super-admin functions activated has the possibility to delete portfolios, compositions, projects or close a task of other users. In Portfolio data the "action icon" reveals new options: Delete portfolio and Delete composition.

When deleting a portfolio a conformation will be asked (fig. 7).

Note

Warning: Don't forget to save the changes you made in the data before you leave!