PMO Accelerator Object Views › Portfolio › Portfolio Filter Views

Portfolio Filter Views

By default, the List Filter view appears on the same page as the List Column view, but the List Filter View is in a collapsed state. You can expand the filter by clicking the Plus icon to see the filter options.

From this view, you can do the following:

• Filter by Portfolio Name, Portfolio ID, Parent Portfolio, Portfolio Type, Department, Manager, Investment Type, and Active. By default, Portfolio Type and Investment Type are set to All, and Active is set to Yes.

To filter 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 Filter view appears by default on the same page as the List Column view in a collapsed state where only the filter field appears. From this view, you can do the following:

   • Filter by Portfolio Name, Portfolio ID, Portfolio Type, Department, Manager, Investment Type, and Active. By default, Portfolio Type and Investment Type are set to All, and Active is set to Yes.