PMO Accelerator Object Views › Portfolio › Portfolio List Views

Portfolio List Views

To view a list of portfolios:

1. Open Home.
2. From the menu, click Portfolios.

   The List Column view appears by default. From this view, you can do the following:

   • Link to the properties page for the portfolio by clicking the Properties icon.
   • Link to the default tab for the portfolio in the page layout by clicking the name of the portfolio.
   • Link to the properties page of the parent portfolio by clicking the name of the parent portfolio.
   • View the Portfolio, Parent Portfolio, Manager, Start, Finish, Planned Cost, and Planned Benefit.

To view a list of child portfolios:

1. Open Home.
2. From the menu, click Portfolios.
3. Open a portfolio.

   The Properties page appears by default.

4. Click the Child Portfolios link from the content menu.

   The List Column view appears by default. From this view, you can do the following:

   • Link to the properties page for the portfolio by clicking the Properties icon.
   • Link to the default tab for the portfolio in the page layout by clicking the name of the portfolio.
   • View the Portfolio, Manager, Start, Finish, Planned Cost, and Planned Benefit.