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You will see a hierarchy with two levels (program at the topmost level, followed by projects) in your project register, when you are in the portfolio view.
If the portfolio level is activated in your environment, you will see a hierarchy with three levels in your project register. The portfolio projects will be shown at the topmost level of the hierarchy. Programs will be shown at the next level, followed by projects at the bottom level).
By default, all hierarchy levels will be expanded. You can collapse them, if required.
You can filter the portfolio view to view only your projects using the ‘Show All Projects’ toggle button (by sliding it to the left).
If you want to go inside the project workflow to view more details, you can click on the Code of the respective portfolio, program, or project.
You can set up portfolios, programs, and projects using the 'Project Group' field in the 'Details' object.
Standalone projects will be shown at the topmost level (i.e. both portfolios and standalone projects will be shown at the first level of the hierarchy, given that the portfolio level is activated in the environment. If only program and project levels are activated in the environment, standalone projects and programs will be shown at the first level.).
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Note: Column sorting and grouping projects by fields/columns functionalities are not available in the portfolio view. |
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When the portfolio level is activated:
If you have permission to view the program and projects linked to them, but do not have the view permission to the portfolio above them, only then will that program and projects be shown as a hierarchy in the project register. The portfolio will be hidden in the project register.
If you have view permission only to a project, but do not have view permission to the programs and portfolio above that project, only then will that project you have access to, be shown in the project register as a standalone project.
If you have view permission to a portfolio, but not for the programs or projects below it, then that portfolio will be displayed as a standalone project in the project register.
If you have view permission to the program, but not for the portfolio above it or the projects below it, then that program will be displayed as a standalone project in the project register.
If you have view permission to a portfolio and the projects beneath the programs, but do not have permissions to view the programs, then the portfolio and projects will be shown as a hierarchy in the project register. The hierarchy will be of two levels; portfolio and projects underneath it.
When the portfolio level is not activated (i.e. only programs and projects are available).
If you have view permission only to a particular project, but do not have view permission to the program above that project, then the respective project will be displayed as a standalone project in the project register.
If you have view permission to a program, but not for the projects below it, then that program will be displayed as a standalone project in the project register.
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Instantly update information about multiple projects via the Project Quick Update functionality
Search for projects by specifying search criteria in the Filters area, and save the criteria as templates for future use.
View the history of each project.
View the sign off history of each project.
View the projects of which you are a member of the board and team.
Access the Project Hub from the Project Register.
Export the Project Register to an Excel sheet.
Export the Project Register a Word document.
Sort projects by fields/columns.
Group projects by fields/columns.
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Note: Sorting and grouping functionalities, and the ability to export to Word are not currently available in the Portfolio Hierarchy View. The functionalities available in your environment will depend on the configurations done by your administrator. The sections below will explain each functionality available in the Project Register: |
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Tick the check boxes alongside the project list to select them for any quick updates. Click 'Quick Update' to move to the quick update screen where the selected projects can be updated one by one. (Refer Quick Project Update for more details).)
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Customisation and Advanced Search in Project Register Page
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