Program
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Analysis
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This is the vision parameterized in the view profile for portfolios configured by default in the system. In the "Portfolio" panel, the system will display the columns parameterized in the Customize tab of the vision data screen. If a customized view profile is associated during the creation of the portfolio, the Vision and the columns it will show will vary according to the configuration performed on it. To switch between visions, click on the arrow located below the current vision and select the desired vision.
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Compare
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Click on the arrow located below this option to view, in the Gantt panel, the comparison between the project/program duration with its planned, rescheduled, and performed range.
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Add
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Click on the arrow located below this option to add projects and programs that will compose the portfolio structure. On the selection screen that will be displayed, locate and select the project/program you wish to add to the structure and save your selection.
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Delete
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Click on this button to delete the program or project selected in the Portfolio panel, disassociating it from the portfolio in question.
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Tables
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Click on the arrow located below this option and check the options that correspond to the set of pre-configured columns with specific information on the elements that compose the portfolio structure, which will be displayed in the Portfolio panel. For a set not to be displayed, keep the corresponding option unchecked.
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Previous
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Click on this button to navigate to a previous period to the one displayed in the Gantt panel.
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Selected record
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Click on this button to quickly return to the period of the record selected in the Portfolio panel.
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Next
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Click on this button to navigate to a period subsequent to the one displayed in the Gantt panel.
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Data
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Click on this button to view the data screen of the portfolio, project or program selected in the Portfolio panel.
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Expand
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Click on this button to expand the project structure in the Portfolio panel if it is collapsed.
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Collapse
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Click on this button to collapse the project structure in the Portfolio panel if it is expanded.
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Enlarge
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Click on this button to increase the time scale in the Gantt panel, that is, to view the duration period of the portfolio projects/programs in more detail. This operation may also be performed through the zoom slider control.
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Reduce
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Click on this button to decrease the time scale in the Gantt panel, that is, to view the duration period of the projects/programs of the portfolio in a more comprehensive way. This operation may also be performed through the zoom slider control.
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Fit to window
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Click on this button to adjust the time range in the Gantt panel to the panel size.
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Configurations
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Click on this button and on the screen that will be opened, use the Baseline field to configure which period will be presented in the Gantt panel: the planned or the rescheduled one. In the Display field set which information will be displayed on the left and right of the bar that represents each project/program of the portfolio structure.
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