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Portfolio Details page

The Portfolio Details page contains three major pieces of functionality – the Portfolio Hierarchy control, the Portfolio Console table, and the Portfolio Details pop-up window.

The Portfolio Hierarchy control displays a list of all Plans in the Portfolio, including all Plans within child Portfolios of the current Portfolio. This can be expanded/collapsed with the ‘+’ symbol to make more or less space for the Portfolio Console table.

The Portfolio Console table was introduced in R5.2 and contains extensive details about each Plan within the Portfolio. If the Portfolio is a Master portfolio and you have write permission (obtained by being either an Admin or the Portfolio owner), you can edit a Plan’s basic details from this page – most of the fields on the Plan Details page can be edited from the Portfolio Console table.

The Portfolio Details pop-up window is opened by clicking on the ‘Edit Portfolio Details’ button on the tool ribbon:

It allows you to define and change Portfolio details (if you are the Owner of the Portfolio and it is not your Root

Portfolio). It also allows you to add the Portfolio to other Portfolios via Add Portfolio to Portfolio. In various reports (e.g. Portfolio Timeline) the system sets colours associated with each Portfolio listed. It is possible to explicitly select and set colours that you wish to associate with each Portfolio by setting a selected colour in the Portfolio Details page.