Bucket Selection

You can use this function to select a portfolio bucket as a parent for the object on which you are currently working. Depending on the object context, you can also choose the parent portfolio for your current object.

To select the current object as a parent or to select a parent manually from the portfolio structure, choose one of the existing radio button options
If you select an object manually, select the required parent bucket.

Features

You can expand and collapse all objects in the list.
You can show all buckets below a specific portfolio.
You can show only the subbuckets of a current bucket.

Note

This function is only visible if you have set a current bucket, for example in the work center or in the object (such as portfolio item, initiative and so on)

End of the note.
You can set a selected bucket as default bucket.

You can create objects or move them to a different bucket when you have chosen a valid bucket. In this case, you can select the Ok pushbutton. Note: for some object types you must select a lowest level bucket. For more information, see Creating a item/item template/collection/initiative/initiative template.

The bucket selection is used in the following actions:

Creating a bucket

You must create each bucket either under the portfolio or under a parent bucket. If you select the Select Parent Manually radiobutton, the bucket selection allows you to choose the parent bucket. If there is a bucket set as the current object, you can choose this bucket in the Bucket Name field. If there is no current bucket object or the current bucket already contains items, the Bucket Name field is empty. In this case, you start the bucket selection by choosing the Select Bucket pushbutton to manually select a parent bucket from the portfolio structure.

Note Note

In the tree structure in the Select Bucket dialog box, you can choose only compatible parent buckets, that is buckets that do not already contain items.

End of the note.

Creating a item/item template/collection/initiative/initiative template

You must create each item under a parent bucket. When you create an item, the bucket selection allows you to select the current bucket object as a parent or to manually select a parent bucket from the portfolio structure. If the current bucket object is invalid, meaning that this bucket already contains subbuckets, the Bucket Name field is empty. In this case, you start the bucket selection by choosing the Select Bucket pushbutton to manually select a parent bucket from the portfolio structure.

Note Note

When you create one of these objects, you can select a bucket only, if it is at the lowest level.

End of the note.

Creating a review

You must create each review under a parent bucket. When you create a review, the bucket selection allows you to select the current bucket object as a parent or to manually select a parent bucket from the portfolio structure. If there is a bucket set as the current object, you can choose this bucket in the Bucket Name field. If there is no current bucket object, the Bucket Name field is empty. In this case, you start the bucket selection by choosing the Select Bucket pushbutton to manually select a parent bucket from the portfolio structure.

Selecting a bucket for a resource

When you create or change a resource, you can assign this resource to a parent bucket. Since the resource object is created independently of a portfolio, you can assign it to a parent bucket of any portfolio. The bucket selection allows you to first pick the parent portfolio from the portfolio dropdown box. The corresponding portfolio structure is shown in the tree below.