Data is input over several tabbed forms so you can evaluate specific projects over a set period. You will initially create a base version and then develop o...

When a project completes a status and is to move to another one, simply drag the project card into the appropriate column. This is only possible if: •     ...

  You can compare two or more scenarios after selecting them at the initial view. These are different versions of the same portfolio so you can see the eff...

Set the Work In Progress Limits for each listed workflow status. This indicates the maximum number of projects that should be at that status at any one t...

A portfolio is a collection of projects that are organized together for the purposes of analysis and evaluation. The feature is only available if enabled th...

Here you can select the best value mix of projects for your organization by evaluating new projects to determine how they meet your strategic objectives. Yo...

Name Description identifies the portfolio and provides a meaningful description. Department selects departments from which project resources...

This item is only available if project workflows are activated and the feature is enabled through General Settings. You will also require access through you...

This tab specifies the forecast versions of particular projects that are included in the portfolio. Each may be the live version, an unapproved draft or ...

Select resources who can also access the portfolio and remove those that are no longer to share.