Accounting › Projects & Portfolios
Portfolios
The envelope. A portfolio whose approved projects exceed its budget is the situation portfolio management exists to prevent, and it is invisible unless the envelope is a number.
Where to find it
- Module: Accounting
- Group: Projects & Margin
- Section: Projects & Portfolios
- Screen: Portfolios
Address in the console: /accounting/portfolios
List · 12 columns · 16 fields on its form · 2 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Portfolio | Code | code |
| Name | Text | name |
| Type | Status | portfolio_type |
| Owner | Text | owner_name |
| Envelope | Amount | budget_amount |
| Approved | Amount | approved_amount |
| Remaining | Amount | envelope_remaining |
| Used % | Number | envelope_used_pct |
| Over | Yes or no | is_over_envelope |
| Programs | Number | program_count |
| Projects | Number | project_count |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Parent portfolio | Choice | Looked up from existing records | |
| Type | Choice | investment, product, capital, transformation, maintenance, research, it, other | |
| Owner | Choice | Looked up from existing records | |
| Sponsor | Choice | Looked up from existing records | |
| Currency | Choice | Looked up from existing records | |
| Fiscal year | Number | ||
| Investment envelope | Number | ||
| Approved to date | Number | ||
| Strategic weight | Number | ||
| Financial weight | Number | ||
| Risk weight | Number | ||
| Capacity weight | Number | ||
| Status | Choice | draft, active, on_hold, closed, archived | |
| Description | Long text |
What you can do here
Portfolio board primary
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.