Create New Portfolio 

Use

With this Web application, you can create a new portfolio object. A portfolio comprises buckets, and each bucket can have multiple items or additional buckets. An item may be created only in a bucket. Each item holds a project to be grouped under the portfolio.

You navigate to this iView by choosing Portfolio Management → Administration. Choose Portfolios. Choose Create New.

Features

...

You have to select the portfolio type from the drop down list.

General Information:

You have to provide information about the portfolio in the fields described below.

Field	Status	Explanation
Portfolio Name	Mandatory	The Portfolio name is useful for user reference. This is an alphanumeric field.
External ID	Mandatory	This is a unique identifier for the portfolio.
Portfolio Type	Mandatory	Portfolio type is used to categorize portfolios. It is displayed as selected in the former step.
Description	Optional	Enter detailed description about the portfolio.
Status	Mandatory	Specify whether the portfolio is Active or Inactive by selecting it from the drop down menu.
Last Update	Updated by system	This field displays the date on which this portfolio was last updated. During portfolio creation, this field shall be blank.
Date Created	Updated by the system	This field displays the date on which this portfolio was created. During portfolio creation, this field shall be blank.
Updated by	Updated by the system	This field displays the user who last updated the portfolio. During portfolio creation, this field shall be blank.
Currency	Updated by the system

Authorizations

You add users and provide them appropriate authorization to access the portfolio. The user creating the portfolio is automatically added as the default user with administration rights. When you add users to the authorizations table, the buckets and items in this portfolio inherit the users.

·        To add a user, choose Add User Manually. The Search User is displayed. Use it to select the resource to whom you wish to provide access.

·        To remove a user, click the box to the left of the user name. Then choose Remove.

·        To provide authorization to newly added users, check any boxes under Admin, Owner, Read or Write.

·        To remove an authorization, uncheck the box by clicking it again. Click the icon to at the top right corner of the tray to display description of each authorization.