The portfolio fields section allows the Administrator to show or hide certain fields on the Portfolio screen. The Portfolio RAG field is an indicator of a Portfolio’s overall RAG status; this can be turned on or off. Portfolio custom fields enable two different fields to be turned on or off. These are the Portfolio Goal field and the Risk/Issue Commentary field, both of which are description fields which allow the user to add detail on the overarching objectives of a portfolio and greater detail on major risks and issues.
Access to Portfolios can be set via three settings:
- Free Access – Admins can see and edit all Portfolios; Non-Admins can see and edit all Organisational portfolios; Portfolio owners can see and edit all Personal Portfolios they own
- Team Access – Admins can see and edit all Portfolios; Portfolio Team Members with Write access can see and edit all tabs of portfolios of which they are members; Non-Admins cannot see or edit any portfolios of which they are not members nor owners.
- Restricted Team Access - Admins can see and edit all Portfolios; Portfolio Team Members with Write access can see all tabs of portfolios of which they are members, but they can only edit some fields on the Portfolio Details page. Non-Admins cannot see or edit any portfolios of which they are not members nor owners. For additional settings on Restricted Access, these can be enabled/disabled on the Portfolio Details page for editing by team members.
The option to enable/disable the Team tab for Portfolios will only appear when Portfolio Access is set to be either Team Access or Restricted Team Access. The Team tab operates in the same way as for Plans.