Custom Date Range Filter
Ever need to review a plan for a specific time period? You can now customize the date range for your Portfolio View! Use the Date Range button in the header to select the time period (in months) to view only the data for that time period.
You can use a Fixed Date Range to specify a time frame regardless of the current date. Or you can use a Monthly Rolling Period to view data for a set number of months before and after the current date. The date range is no longer global but user specific and allows you to select a time frame up to 50 years into the future and 10 years into the past.
Your selected date range will be visible in the Portfolio Designer, Reports and Goals views. Only projects that are in your selected date range or have a financial event during the time frame will be displayed. You can only allocate resources with a start date in the past and no termination date or a termination date in the future. Specific values in the project hint (Allocation Total, Operational Expenditure, Benefit and Net Value) will still be based on the whole project.
Also, please note that with this update, the option to set a Planning Horizon in Years has been removed.