Portfolio Application Overview

 

The Portfolio application is a specialized global application designed specifically for executives and high-level management, to support executive-level decisions. It offers big-picture views into projects. From the Portfolio application you can edit the profile of a project, update the status, or request a status update from the project manager.

Portfolio Views

By default the Portfolio opens with the Scorecard format. Other formats include Timeline Gantt and Investment Map. If you change the format, your change becomes the default format until you change it again.

With the appropriate permissions, you can create custom views for the Portoflio application.

Note: You only see the Portfolio application if your enterprise role is based on the Executive profile. For more information about global tabs, see Using Global Application Tabs.

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