Introduction
The Project Portfolio provides access to projects and risks relating to projects that you are a stakeholder in. This includes a list of Projects with high level details and progress of these reports and an overview of current risks. Projects where you are not either the Project Manager or a Stakeholder will not be available from this view.
Views
My Projects can be viewed in either list or card layout, and you can toggle between each view using the  icon
- Filter the displayed projects by status or by searching on the project names
- Raise new projects by using the + icon
My Projects (List View)
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- 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
- This is the name of the person is in managing the project.
- By using a combination of the Type option in Administration and a BPM workflow, different types of Projects can be defined
- Presents the name of the person that last provided an update to the details of the project
- The date when the project was last updated
- 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
- Displays the status of the entire project
My Projects (Card View)
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- 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
- 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
Project Risks
The Project Risks tab provides a quick overview of the current risks of all the projects that you are involved in as a stakeholder. At a glance identify which projects are most at risk so the appropriate action can be taken.
Filters
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- Search for a particular Risk
- Filter on the following Risk Statuses - Confirmed, Mitigated, No Impact, Potential Problem
- Filter the list of risks based on the following weighting levels - less then or equal to 33%, greater than 33% and less than 66%, and greater than 66%.
- Filter the list of risks based on the status of the project, including the following statuses - Draft, Active, Completed, Cancelled.
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