Introduction
The Project Portfolio provides visibility, access and supporting data relating to projects where you are either a stakeholder, or you have been assigned the Project Portfolio Manager role. The views include a list of Projects with high level details and progress, overviews of current portfolio tasks and risks as well as groupings based on Tags or Favourite flags .
Projects where you are not the Project Manager, a Stakeholder or if you do not have the project portfolio manager role, will not be available to you from this view.
Views
Hornbill provides various views of your organisation's programmes, and these are detailed below.
- Filter the displayed programmes by searching on the programme names, by programme status, programme manager or programme sponsor
- Select which columns to display and the order in which they appear in using the Cog icon.
- Raise new programmes by using the + icon
Programmes
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- The Name of the Programme is a mandatory field for each programme. This may be a descriptive name or in some cases programme managers like to have code names for their programmes
- This is the name of the person who is managing the programme.
- Presents the name of the person that last provided an update to the details of the programme
- The date when the programme was last updated
- Displays the status of the entire programme
- Displays the sub status of the the entire programme
- Displays the start date for the programme
- Displays the end date for the programme
- This is the name of the user assigned the programme sponsor
- Custom fields that have been added to a programme. Long text fields (Custom B) are not available
Filters
- Search - Filter the displayed programmes based on programme name
- Status - Filter the displayed programmes by programme status
- Programme Manager - Filter the displayed programmes by programme manager
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Boards
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Create and Manage Boards on your Programme view. Add Programmes, as well as other Hornbill entity cards as required.
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