Portfolio Summary Info provides you with a tool for keeping the latest status and commentary on your Portfolio in a standard format. This information can be viewed by other Portfolio users and included in Reports and the status window if required.
The Portfolio Summary info window can be opened from the ortfolio - Edit Portfolio Information menu item in the Browser App.
This is only the case if the user is allocated a Manager licence, has Portfolio permissions and write permissions on the current Portfolio. Only users who have Write permissions on the Portfolio will be able to edit the summary for a particular portfolio, other Portfolio users will see the form grayed out when they open it for viewing rather than editing. To set up which users have access to edit use the Managing Portfolios form.
Only a basic amount of information is held on the portfolio itself as most is held by its constituent projects. The General Tab provides the following:
- Portfolio Name - auto completed by the system
- Description - provided by the user
- Portfolio Manager- Selected from the full user list via a pick list
- Commentary - provided by the user
- Status - selected by the user from a pick list of options
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