Difference between revisions of "Project Portfolio"
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:* Project Manager - Filter the displayed projects by project manager | :* Project Manager - Filter the displayed projects by project manager | ||
− | [[File: | + | === Card View === |
+ | |||
+ | Projects are displayed as cards. | ||
+ | <br> | ||
+ | <br> | ||
+ | [[File:pmProjectPortfolioMyProjectsCardView.png|center|1400px]] | ||
+ | ==== Available Details ==== | ||
:* '''Name''' | :* '''Name''' | ||
:: The Name of the Project is a mandatory field for each project. This may be a descriptive name or in some cases project managers like to have code names for their projects | :: The Name of the Project is a mandatory field for each project. This may be a descriptive name or in some cases project managers like to have code names for their projects | ||
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:: This displays the name of the milestone that is currently being worked toward. The percentage complete can be set manually against each Milestone or it can be a collective of the status of the activities that are planned to achieve this milestone | :: This displays the name of the milestone that is currently being worked toward. The percentage complete can be set manually against each Milestone or it can be a collective of the status of the activities that are planned to achieve this milestone | ||
− | + | === Gantt View === | |
− | |||
+ | Projects are displayed in a gantt chart which visualises projects across the selected year. By default, the current year is selected on initial load. You can change the theme of the chart using the drop down menu on the top right hand side of the screen. | ||
+ | <br> | ||
+ | <br> | ||
+ | [[File:pmProjectPortfolioMyProjectsGanttView.png|center|1400px]] | ||
* Scheduled Project dates appear in yellow | * Scheduled Project dates appear in yellow | ||
* Actual Project dates appear in blue | * Actual Project dates appear in blue | ||
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:* Status - Filter the displayed projects by project status | :* Status - Filter the displayed projects by project status | ||
:* Project Manager - Filter the displayed projects by project manager | :* Project Manager - Filter the displayed projects by project manager | ||
− | :* | + | :* Year - Filter the displayed projects by year |
<br> | <br> |
Revision as of 15:32, 18 January 2021
Home > Project Manager > Project Portfolio | Index |
IntroductionThe 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.
My Projects
My Project Tasks
My Project Risks
My Favourite Projects
Project BoardsProjects by Tags
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