Difference between revisions of "Project Portfolio"
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== My Favourite Projects == | == My Favourite Projects == | ||
+ | |||
<div class="mw-collapsible-content"> | <div class="mw-collapsible-content"> | ||
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;"> | <div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;"> | ||
::{| | ::{| | ||
|- valign="top" | |- valign="top" | ||
− | |||
− | |||
− | |||
− | + | === List View === | |
− | |||
− | |||
+ | A List of projects which you have marked as your favourites. The column order can be adjusted on a per user basis by selecting and dragging columns into position. Clicking the cog on the right hand side opens a popup window which allows each user to customise the view in terms of which columns are visible and are shown in what order, depending on their preference. | ||
+ | <br> | ||
+ | <br> | ||
+ | [[File:pmProjectPortfolioMyFavouriteProjectsListView.png|center|1400px]] | ||
+ | ==== Available Columns ==== | ||
:* '''Name''' | :* '''Name''' | ||
− | :: The Name of the Project is a mandatory field for each project. | + | :: 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 |
:* '''Project Manager''' | :* '''Project Manager''' | ||
:: This is the name of the person who is managing the project. | :: This is the name of the person who is managing the project. | ||
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:* '''Status''' | :* '''Status''' | ||
:: Displays the status of the entire project | :: Displays the status of the entire project | ||
+ | :* '''Sub Status | ||
+ | :: Displays the sub status of the the entire project | ||
+ | :* '''RAG Status | ||
+ | :: Displays the RAG status of the the entire project | ||
:* '''Scheduled Start date''' | :* '''Scheduled Start date''' | ||
:: Displays the Scheduled start date for the project | :: Displays the Scheduled start date for the project | ||
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:* '''Actual End date''' | :* '''Actual End date''' | ||
:: Displays the actual end date for the project | :: Displays the actual end date for the project | ||
+ | :* '''Project Sponsor''' | ||
+ | :: This is the name of the user assigned the project sponsor | ||
:* '''Tags''' | :* '''Tags''' | ||
:: Displays the tags that the project has been marked with | :: Displays the tags that the project has been marked with | ||
− | :* ''' | + | :* '''Custom Fields''' |
− | :: | + | :: Custom fields that have been added to a project. Long text fields (Custom B) are not available |
:* '''Favourite''' | :* '''Favourite''' | ||
− | :: | + | :: Unmark your favourite projects (more functionality to make use of this will follow) |
+ | '''Filters''' | ||
+ | |||
+ | :* Search - Filter the displayed projects based on project name | ||
<br> | <br> | ||
<br> | <br> | ||
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More"> | <div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More"> | ||
− | <div id=" | + | <div id="MyFavouriteProjects"></div> |
+ | |||
== Project Boards == | == Project Boards == | ||
<div class="mw-collapsible-content"> | <div class="mw-collapsible-content"> |
Revision as of 16:02, 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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