Document toolboxDocument toolbox

This article is for Financial Manager for Cloud.

Managing Projects in Portfolios

Owned by Jaramy Conners
Last updated: Jul 26, 2024 by Su-Lyn Rosenberry
4 min read

A portfolio manager can search, add, associate, export, or delete Portfolios.

portfolio_manage.jpg

Adding or Removing Portfolio Projects

  1. Click the Portfolio tab and select the Portfolio tile you wish to work on.

    Only Portfolios that you own are displayed.

  2. In the Summary page, scroll down to the Search for Projects in this Portfolio box and type the name of the portfolio you are searching for.

    The search result dynamically returns the projects that includes the strings as you type.

  3. To add a project to the Portfolio:

    • Click the Add Projects button.

    • Select the projects in the Add Projects window.

      Search for the projects in the Search Projects box to easily find the projects you want to add to the Portfolio.

    • Click Add Projects when done.

      protfolio_add.jpg

    Projects can be added to any number of portfolios. See Associating a Project to Many Portfolios.

  4. To remove projects from a Portfolio:

    • Click the checkmark for the Project name column to select all projects in the portfolio or check the projects down the list individually

    • Click the Remove Projects button.

    • Click Yes in the confirmation message.

     

  • The removed Portfolio projects remain available in Financial Manager projects.

  • The number of projects to be removed is shown even if a filter is applied to the project list.

  • The Portfolio calculations are immediately updated when projects are added or removed.

Associating a Project to Many Portfolios

You can easily navigate between projects and Portfolios and associate Portfolios directly from the project page. If you created at least one Portfolio, then a navigation shortcut is created when browsing through your projects. The shortcut allows you to easily navigate to all associated Portfolios, or to add the project to your Portfolios.

Do the following to navigate between projects and portfolios:

  1. In the Portfolio's Summary page, click on an individual project to navigate to the Project Overview page.

    To open the project page in a separate tab, press CTRL +left click.

  2. In the Project Overview page, a Portfolio label is shown next to the project name that acts as a shortcut to Portfolios. It indicates that the project is associated with portfolios. If you don't have any Portfolios then the label will not appear.

    Hover over the Portfolio label, then click to see a list of portfolios that the project is associated with:

    • The label will indicate if the project is associated with one or more portfolios.

      If the project is associated with one Portfolio, the tooltip will list the name of the portfolio.

    • Click on the label to open the list of portfolios. To open the portfolio page in a separate tab, press CTRL+left click.

    • Click on + to add Portfolios from the list directly to the project.

      Use the search box to find the Portfolios you want to add.

    • Click Apply and Close.

The project is added to all selected Portfolios.

The Portfolio label only appears if you have created at least one Portfolio.

Configuring Portfolios

In the Configuration tab a Portfolio owner can make changes to the Portfolio properties.

To configure Portfolios:

  1. Click the Portfolio tab and select the Portfolio tile you wish to manage.

    Only Portfolios that you own are displayed.

  2. Click the Configuration tab.

  3. Make changes to the Name of the Portfolio.

  4. Select a Color Tag for your Portfolio.

  5. Add a brief Description for the Portfolio.

Deleting Portfolios

In the Configuration tab a Portfolio owner can delete Portfolios.

  • Click on the Delete Portfolio button and click Yes for the Confirmation message.

  • The projects in the Portfolio are not deleted when the Portfolio is deleted. They are removed from the deleted Portfolio.

Â