Portfolio Tabs in PPM

PPM includes a native global Projects tab that can display all workspace types. In addition to this Projects tab which gives you access to all workspace types, PPM provides the ability to create custom portfolio tabs which display portfolios, or segmented groups of workspaces based on workspace type. These customizable portfolio tabs give organizations the ability to organize PPM for strategic top-down planning and provides support for application portfolio management (APM).

When your PPM administrator creates portfolio tabs in your enterprise, they specify the name for each tab, along with selecting the workspace types to be associated with the tab. The workspaces you see in the tab are determined by this association, together with your native PPM permissions for each workspace.

For details about the native Projects tab, see Projects Tab - Overview.

Using Portfolio Tabs

Portfolio tabs are designed to provide you with a particular "slice" of workspaces, determined by your organization's processes and workflow, and defined by your PPM administrator when they associate workspace types with a portfolio tab. You do not need to know these details when using a portfolio tab. Ideally, a portfolio tab will have a name that lets you know why it exists (In-house Initiatives, for example), but the key concept is that the workspaces you see on a portfolio tab are determined by the workspace types associated with that tab, the workspace location in the enterprise workspace hierarchy, and your PPM permissions to view or access a workspace.

Interact with a workspace just as you would on the Projects tab. Click on a workspace name or use the Actions menu to perform an action.

Note: By default, all portfolio tabs are visible to all PPM users, but they may be empty if a user does not have access to any of the workspaces in the portfolio tab. Administrators can edit enterprise roles to hide portfolio tabs based on enterprise role. See below for more information on visibility of workspaces.

Workspaces in Portfolio Tabs

By definition, a portfolio tab is pre-filtered, based on the workspace types associated with the tab. Only root-level workspaces of the associated type(s) and their children (of all types) will display. Several factors impact what you see on a portfolio tab.

What this means:

Users with the Create Custom Views permission for the Projects tab also have the ability to create custom views for portfolio tabs. When creating or editing a custom view for a portfolio tab, the selection of workspace types (step 1 in the custom view wizard) can have an unexpected impact to the view.

Clearing (unselecting) a workspace type that is associated with the tab will hide any workspaces of that type from the view
Clearing a workspace type that is not selected with the tab will hide any child workspaces of that type from the view (these unassociated workspace types only show up as children of root-level associated workspaces)

If you have permission to access all workspaces in your enterprise, on a portfolio tab you see all top-level workspaces of the type(s) associated with the tab, plus any child workspaces of those workspaces (even if those children are not of the associated type). Any limitations on your access to specific workspaces is reflected in the list of workspaces. If you do not have access to a workspace, you do not see it on the tab, even if it otherwise qualifies based on workspace type.

For more information on viewing workspaces in portfolio tabs, see Portfolio Tabs View Formats.

Reporting on Portfolio Tabs

Portfolio tabs are included in the Reporting data model and can be reported on. For more information, see Reporting on Portfolio Tabs.