Meisterplan has been updated - check out what's new!
- Improved Portfolio and Portfolio Budget Configuration
Improved Portfolio and Portfolio Budget ConfigurationAll Editions
We have redesigned the portfolio and portfolio budget configuration. You are now able to better manage the set-up of your portfolios and portfolio budgets in a new, clear overview. You can also grant access to a portfolio per user group.
In the left sidebar under Manage > Portfolios, you will find an overview of all of your portfolios. There, you can add new portfolios and edit or delete existing ones.
With this release, it is now possible to configure a project filter with fields of the multi-select type in portfolios.
Learn more in the article Adding, Editing and Deleting Portfolios.
Access Rights per User Group
With the release of the new portfolio configuration, you can now share access rights for a specific portfolio per user group. Open a portfolio's configuration and under General, define which user groups and users can see and open it.
Learn more in the article Portfolio Access Rights - Details.
You can input a budget for each portfolio just like before. You can now enter this information directly in the table under Manage > Portfolio using your preferred mouse and keyboard shortcuts for an especially fast working process.
Additionally, when you work with fiscal years, you can now input your preferred start month for your budget and no longer have to use the start date of the fiscal year.
Learn more about portfolio budgets in the article Portfolio Budgets - Details.
Dealing with Existing Portfolios
All existing portfolios will be transferred to the new view, including portfolio budgets. All users who previously had access to a portfolio will still have access to it.
We recommend assigning all relevant user groups to each portfolio so that new users automatically have access to the correct portfolios via their user group.
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