Portfolio Panel New from DB 39.5.10

Access path

• Open the panel to view or make changes to an existing portfolio
  • By clicking on the ID of the requested portfolio in various modules (e.g. Portfolios).
• Open the panel for the creation of a new portfolio:
  • Portfolio Management Multi-Portfolio Board Portfolios New portfolio button

Notes

• The Portfolio panel contains editing modules and information concerning the selected portfolio.
• Whether the panel can be opened in order to create a new portfolio, and whether portfolio data can be edited or viewed only, depends on the user's object rights.

Modules of the panel

• Dashboard
• Portfolio Core Data
• Planning Objects
• Budget
• Quality Gates
• Status
• Simulations
• Info Board
• Risks/Opportunities
• Documents
• Change Requests