New project portfolio

In order to open a new project portfolio, do as follows:

1. Select the menu item File / Open new project portfolio.
2. The dialogue window Project selection for portfolio appears.
3. Click on the button Add a directory.
4. Select the directory which contains the required projects.
5. Click on the button OK.

Note the dialogue window Project selection for portfolio.
It provides the projects that can be selected for the project portfolio.

Note: Only projects that share a common resource pool can be included in the project portfolio. That is, projects 03 and 04 vary in resources and are not marked, because thes use deviating project resources.

If projects are coloured grey, it indicates a difference between project resources and the resource pool.

Include projects with project resources in the portfolio

• Automatic replacement of project resources.
  The option Replace deviating project resources by resource pool updates the project resources by adding the resource pool at every opening of the portfolio.
  The view Variance analysis displays the changes in time of the projects.

  

• Manual switching of project resource to resource pool.
  In order to have the portfolio accept projects with significant differences in resources, they must be opened separately and you can switch from the project resource to the resource pool by help of the menu item Project / Switch to resource pool.

Edit portfolio

You can use the following three buttons to do the following:

Select all projects – All projects from the list, that share a common resource pool, are included in the project portfolio.
Add a directory - searches a new directory for projects
Add a file - adds single projects to the list

Select the projects you want to include in the project portfolio.
If you want to enter other projects in the list, click on the appropriate button to add either a directory or file.

The projects shown in the list can be sorted along the following parameters:

• Project name
• Code
• Category
• Priority
• Status
• Start of project
• Finish of project
• File names

All views from the bar diagram to the break-even chart are available for the project portfolio.
In the project portfolio, you can run all the activities similar to a conventional project, that is, you can create activities, allocate resources, correct processes or store outputs.

See also: