Portfolio Project View

This area shows all projects and their tasks in a Gantt chart, enabling you to group by organisational hierarchy and create custom searches.

The default view would list all open projects ordered by their project code, and the Gantt view is collapsed to the project level. Parent projects would be at the top of the hierarchy and a option to expand and view the child projects if available.

Go to Executive Explorer > Portfolio Project View.

Please note that the task details for a project are displayed in a split screen. You can open the split screen by right clicking on the project name and clicking on 'open'. You can go to the Project Gantt chart by clicking the 'open' icon on the top right corner inside the split screen.

The Project View displays all projects in the system grouped by project.
The Organisational View displays the projects grouped by organisational hierarchy. The hierarchy link is established from the service profile which was selected within the project's detail area.

Click the small arrows to expand or collapse a hierarchy.

An auto complete feature is available in the search box where a list of matching names will appear depending on the letters you type (please refer to screen shot below).

You can also click the time scale and scroll to the left to summarise the timescale and scroll to the right to expand the timescale.

Summarised Timescale

Expanded Timescale

Legend

Icon	Description
	Search. Functions similar to the search option in Project explorer area (give a link to homepage customisation and advanced search)
	Project View
	Organisational View
	Opens Print Options.
	Project/task timeline
	Projects/tasks in the critical path
	Parent Project/Projects/tasks which have tasks/sub task linked to it
	Milestone Tasks
	Additional Comments. Click to expand or hover over to view the entire comment.
	Open Icon in the top right corner of the split screen
Icons displayed in "Class" column	Each icon depicts a project class either parent , child or individual. These are defined in Project Settings > Project Class.

Please refer the Business Rules for more information.

Once the interplanSYCLE rollover functionality is activated, the project progress is calculated based only on the current action progress even if the particular project is linked to both current and next period actions.

Last revised: September 23, 2018