How to review and manage Projects attached to the Portfolio

Important

Portfolio Managers can only take some of the following actions if they have "Write" permissions on Projects.

  1. Log in to the HTML5 client.

  2. Select the Portfolio Center workspace, Project Supervision tab.

  3. Select a Portfolio folder in the Data Selector.

  4. If needed, click on the Filters (FilterGrey) button to open the Filters popup and reduce the scope of the projects list.

  5. Click on the Gear (GearOther) icon of a specific project in order to access the following commands:

    1. Publish the object

    2. Manage Baselines

    3. Deactivate All versions

    4. Open the Object Brief

  6. If the Portfolio Manager is Manager 1, 2, or 3 of the project, he/she will also be able to modify the project’s Workflow State Vote by double clicking in the corresponding cell.

  7. Click on the icon in the Status Report cell to open the Status Report of the corresponding project.