Portfolio Summary

Portfolio Summary is the function you use to coordinate time plan and cost for all the rooms/projects of the portal. You can access this function by choosing Portfolio Summary  under Planning & Control  when you're in the Lobby. It's only the person who have the role Administrator or Coordinator in the Lobby that can use this function.

Contents

• Projects Main View
• Projects Graphic View

Projects Main View

In the Projects Main View tab you get a detailed overview of all projects defined activities, sub activities and milestones.
You can access this function by choosing Portfolio Summary  under Planning & Control  and then select tab Projects Main View.

Add/Modify project activities (Administrator or Planner)

1. Choose Portfolio Summary  under Planning & Control .
2. Click on the tab Projects Main View.
3. Select one Project activity from the Project activity list, click on the activity name in the Project Name column.
4. The selected Project activity is opened in a working view with the same functionality as in the Activity Planner function view. See Online Help for Activity Planner for information about functionality and how to work with activities.

Projects Graphic View

In the Projects Graphic View tab you get a graphical overview of all projects defined activities, sub activities and milestones.
You can access this function by choosing Portfolio Summary  under Planning & Control  and then select tab Projects Graphic View.

Expand and hide project activities (Administrator or Planner)

1. Choose Portfolio Summary  under Planning & Control  .
2. Click on the tab Projects Graphic View.
3. If you want to see the activities for the projects, click on the arrow button in front of the organization name in the Project Name column.
4. All the defined activities for the selected projects are shown in the Projects Graphic View.
5. If you want to hide all expanded activities for the projects, click on the arrow button in front of the organization name in the Project Name column.
6. All the defined activities for the selected projects are hidden in the Projects Graphic View.

Expand all defined project activities (Administrator or Planner)

1. Choose Portfolio Summary  under Planning & Control .
2. Click on the tab Projects Graphic View.
3. If you want to see all activities for all projects, click on the Expand all button in the toolbar.
4. All the defined activities for all projects are shown in the Projects Graphic View.

Hide all defined project activities (Administrator or Planner)

1. Choose Portfolio Summary  under Planning & Control .
2. Click on the tab Projects Graphic View.
3. If you want to hide all activities for all projects, click on the Collapse all button in the toolbar.
4. All the defined activities for all projects are shown in the Projects Graphic View.

Change display period to fit window size

1. Choose Portfolio Summary  under Planning & Control .
2. Click on the tab Projects Graphic View.
3. Click on the Zoom to fit window button in the toolbar.
4. The display period is changed so all defined activities is shown in the Projects Graphic View, (i.e. if some of the defined activities has a very long duration it can be difficult to see all the details).

Change display period to view, 1 month

1. Choose Portfolio Summary  under Planning & Control .
2. Click on the tab Projects Graphic View.
3. Click on the 1 month button in the toolbar.
4. If you want to change month.
   1. Use the  button  to step one month ahead.
   2. Use the  button  to step one month back.

Change display period to view, 6 month

1. Choose Portfolio Summary  under Planning & Control .
2. Click on the tab Projects Graphic View.
3. Click on the 6 month button in the toolbar.
4. If you want to change month.
   1. Use the  button  to step one month ahead.
   2. Use the  button  to step one month back.

Change display period to view, 1 year

1. Choose Portfolio Summary  under Planning & Control .
2. Click on the tab Projects Graphic View.
3. Click on the 1 year button in the toolbar.
4. If you want to change month.
   1. Use the  button  to step one month ahead.
   2. Use the  button  to step one month back.