This article describes who can access portfolios and how to select, manage and create portfolios in the Portfolio Manager in Meisterplan.
Opening the Portfolio Manager
Open the portfolio manager by selecting Manage Portfolios from the Portfolio menu in the header. This option is only available in the Portfolio Designer and Goals view.
The portfolio manager will display all portfolios currently available:
- For each portfolio, the total Cost budget and Benefit budget are displayed.
- For each portfolio, you can see if a Project filter and Resource filter are active.
- For each portfolio, the date and time of the last update are displayed under Updated on.
Default to All Projects Portfolio
Initially, only the default All Projects portfolio will be available. It has no project or resource filter and therefore spans the full plan of record, and is shared with all users by default.
The All Projects portfolio is not required for Meisterplan to function and may be configured or deleted. However, at least one portfolio must exist and be assigned to users for them to be able to log in.
Using a Portfolio
Double-click a portfolio or select it and click Use Portfolio to open it in Meisterplan.
Configuring or Deleting a Portfolio
Hover over a portfolio to display buttons for configuring or deleting it.
Adding a Portfolio
Click on Add Portfolio to add a new portfolio.