PMO Accelerator Object Views › Portfolio › Portfolio Properties

Portfolio Properties

To view main properties, open a portfolio. The General page appears by default. You can also access other properties pages by clicking the links from the content menu.

General

This page contains general information about portfolios and is organized into the following sections: General and Cost and Benefit.

General

This section includes: Portfolio Name, Portfolio ID, Description, Manager, Investment Type, Portfolio Type, Department, Start Date, and Finish Date.

Cost and Benefit

This section includes: Planned Cost, Planned Benefit, Currency, Manage Costs Using, Manage Capacity Using, and Capacity Unit Type.

Settings

This page includes: Dashboard View and Active check box.

Note: You can secure the Settings page and control which users are allowed to change portfolio settings.