Flightmap

General

A portfolio is a collection of projects. By selecting a portfolio, its data is displayed and can be edited.

Figure 1: Portfolio example: settings general information

Where to find

Taskbar Portfolio > Portfolio data

Each portfolio has some general settings to be defined e.g.

• Settings
• General information
• Constraints. (opt) when defined the user is able to set certain constraints on predefined value.
• Access rights appointed to users (fig. 2). Users can be given rights to view or access this portfolio.
• All documents related to this portfolio.

Figure 2: set user rights

Options

• The active project: use drop down to change the active project
• Show / toggle task panel
• Export data
• Reload:  refreshes the window.
• The "action icon" reveals some options like:

• New portfolio. Copies the current portfolio to a new portfolio. The compositions will not be copied.
• Copy portfolio. Copies the current portfolio to a new portfolio. The compositions will not be copied.

• New composition

• Lock portfolio. Locks portfolio temporarily for editing by other users. The lock stay active until you unlock the portfolio or when you sign out.

Figure 3: action icon options

Delete a portfolio or Composition

A user with super-admin functions activated has the possibility to delete portfolios, compositions, projects or close a task of other users. In Portfolio data   the "action icon" reveals new options: Delete portfolio and Delete composition.

When deleting a portfolio a conformation will be asked (fig. 4).

Figure 4: deleting a Portfolio