Portfolio Organization Breakdown Structure (v8.xx)

Portfolio Organization Breakdown Structure (v8.xx)

Hierarchical have been replaced by OBS (Organization Breakdown Structure).


Cross portfolio allows to define portfolio of projects from other perspectives has organization structure, it could be a simple static list of projects, or a dynamic list of projects matching selection criteria or a mix of both.



Field

Use

Title

Name of the portfolio

Managers

List of people who can modify the portfolio definition

Description

Description of the content of the portfolio



Field

Use

Selection Define if the cross portfolio is based on a simple list of projects or on selection criteria. Both can be checked at the same time.

Projects Appears only if "By list" is checked as a selection mode.

Click on the to select the list of projects which will be part of the cross porfolio.