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Location: View  Portfolio
Overview:
Through this menu, it is possible to search all portfolios recorded in the system and analyze its deadline, resource and result indicators, among other information. Through the field located in the upper right part of this menu, it is possible to alter the search view between:
▪Details: Displays all the information of all visions. ▪Deadline: Displays the information regarding planned, rescheduled and actual. ▪Resource: Displays the number of allocated hours. ▪Result: Displays the cost and revenue totals and the gross margin.
Specific buttons:
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Click on this button to view the data of the portfolio selected in the list of records.
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Click on this button to view the schedule of the portfolio selected in the list of records.
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Click on the arrow next to this button to configure and issue the desired portfolio report. This button also allows you to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, and it also searches for the parameters that can be used in the configuration of new reports.
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Click on this button to change the main screen layout to three quadrants. When selecting this option, the third quadrant displays the structure (projects and programs that make it up) and the total finances of the portfolio selected in the list of records of the second quadrant.
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Click on this button to change the main screen layout to two quadrants.
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Use the filters described below to locate the desired records through specific information. To use such filters, go to the Search filters panel and click on the  button to add filters.
For further details about the "Search panel" and other view operations, refer to the "User guide  Views" section.
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Use the fields in this filter to locate the portfolio through its record data. To do that, enter its ID # and/or name, and/or select the record status of the desired portfolio.
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Click on the Add portfolio button and select the portfolio you wish to search. To use more than one period in this search, use the Add portfolio option at the bottom of the panel and repeat the procedure described before. After adding the desired portfolios, click on the Apply button.
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Project: Select the project related to the portfolio you wish to search. Check the Display subproject option so that if the project has subprojects in its structure, they are also considered in the search result.
ID #: Enter the project ID # related to the portfolio you wish to search.
Name: Enter the name of the project related to the portfolio you wish to search.
Status: Expand the list and check the statuses that correspond to the possible status of the project related to the portfolio you wish to search. Use the other buttons next to the field to check all the options and clear the checked ones.
Revision status: Expand the list and check the options that correspond to the possible status of the revision of project related to the portfolio you wish to search.
Priority: Select the priority of the project related to the portfolio you wish to search. Use the other buttons next to the field to view the priority data and clear it.
Calendar: Select the calendar used by the project related to the portfolio you wish to search.
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Use the fields in this filter to find the portfolio desired by the project customer associated with it. To do that, enter the customer ID #, name and/or code of the portfolio project you wish to search.
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Click on the Add attribute button and select the attribute associated with the portfolio type you wish to search, the operator and a value for it. To use more than one attribute in this search, just click OK and repeat the procedure described above. After adding the desired attributes, click on the Apply button.
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Click on the Add attribute in the result button and select the attribute associated with the portfolio type you wish to search, which will be displayed as a column in the list of records of the search. To add more than one attribute in this search, use the Add option at the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the Apply button.
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After entering the required filters, click on the SEARCH button on the Search filters panel or press ENTER on the keyboard to perform the search. The result will be listed on the right side of the view screen.
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